Marin Dinner & Education Meeting

Topic: Asset Protection 101

Part one of the program will cover what happens in a lawsuit. We will address pre-litigation issues relating to asset searches, contingency litigation, and privacy. The program will include discussions on pleadings, discovery and trial and what can and cannot be asked in litigation cases. Also, we will discuss what happens after the judge rules and the judgment enforcement collection, fraudulent conveyance and the issues of asset transfers.

Part two of the program discusses the options related to asset protection strategies for both business and individuals. Specifically, what entities are recommended and the tax impact of the selection options. The program will cover both, domestic and international trust options and their filing requirement under the tax code.

Speaker

Scott Burnett is the CEO of Burnett and Associates, Inc., a corporation providing business and tax education to business owners across North America. He received high ratings when he spoke to the North Bay Chapter last October regarding choice of entity. He has presented to many other tax professional groups.

Scott is considered one of the nation’s leading legal authorities on asset protection and taxes for business owners in North America. His diverse legal background includes being a Deputy District Attorney for Santa Barbara County, California, a plaintiff trail attorney, and an asset protection and estate planning attorney in his own private practice.

For more information and to register, click HERE

6:00 PM Networking
6:30 PM Dinner
7:15 PM Education
9:00 PM Adjournment