On Friday, October 21st, in San Francisco, and, Friday, December 9th, in Los Angeles, Mr. Matsen will be on the faculty of an all day Continuing Education program sponsored by the California Bar on Asset Protection Planning.

Domestic Asset Protection

6 hours MCLE Credit including 1 hour Legal Ethics. Specialization: Estate Planning, Trust & Probate Law, and Taxation

Product # ES07488 Enrollment Fee: $439.00          FREE with adequate hours on CLE Passport

ScheduleNeed To Enroll Multiple Attorneys? San Francisco   October 21 (Friday), 9:00 am to 4:30 pm Grand Hyatt on Union Square • See Reader Board • 345 Stockton Street Location Map Los Angeles   December 9 (Friday), 9:00 am to 4:30 pm Sheraton Los Angeles Downtown • Ballroom D • 711 So. Hope St. Location Map

Can’t Attend? Also available as  On Demand

Program Description More than ever, clients are seeking practical asset protection advice. In this program, leading experts on this topic will share with you their state-of-the-art analyses of what works and what doesn’t, current best practices, and how to make sure you are not exposed to professional liability. The panelists will discuss: The integration of asset protection planning into estate plans Domestic based planning — an overview and as compared to foreign based planning Maximizing protection of retirement assets Special techniques for businesses The use of LLPs and LLCs Sensible risk management measures for businesses and professionals Exemption planning in and out of bankruptcy Balancing asset protection benefits with common sense — when to Just Say No! Fraudulent transfers and the accompanying professional responsibilities A baker’s dozen of the worst ideas around — and why Separate property and pre-marital agreements Protecting yourself from liability: disclosure, conflicts of interest, communication and documentation tips Ethical considerations Concepts illustrated by case study Assumes some experience in estate planning and/or in counseling closely held businesses.

An Attorney’s Guide to Asset Protection $209.00

$199 Each Additional

Includes Downloadable Course Book

Program Description

Stay on Top of the Latest Asset Protection Strategies

Your clients rely on your knowledge of asset protection practices to assist them in achieving their financial goals. Do you have the knowledge and skills necessary to steer your clients in the right direction? Join us for a concentrated examination of proven asset protection strategies that will positively impact your clients’ wealth and your practice! Register today!

• Keep wealth intact with a complete understanding of the ins and outs of asset protection planning.
• Don’t unknowingly risk your legal license! Gain an in-depth understanding of the Uniform Fraudulent Transfer Act.
• Confidently design the best asset protection plans to exceed client expectations.
• Properly structure and fund FLPs and LLCs that shelter wealth and ensure compliance.
• Learn to use domestic and foreign trusts to maximize your clients’ asset-protection potential.
• Gain valuable insight into designing an asset protection plan through a practical case study.

Who Should Attend
This legal briefing will provide attorneys with a clearer understanding of various asset protection methods and techniques. It will also benefit financial advisors, accountants and CPAs, and presidents and vice presidents.

Course Content

1. What is Asset Protection Planning: The Ins and Outs
2. Limitations and Exemption
3. Business Entity Protection
4. Domestic Asset Protection Trusts (“DAPTs”)
5. Foreign Asset Protection Trusts (“FAPTs”)
6. Putting the Plan Together: A Case Study

Continuing Education Credits

“ESTABLISHING AND OPERATING A SUCCESSFUL ESTATE AND BUSINESS PLANNING LAW FIRM IN THE 21ST CENTURY”

PRESENTED BY ATTORNEY JEFFREY R. MATSEN

Friday, September 23, 2011
At 1:00 p.m. MDT
Room 206 of the J. Reuben Clark Law School, Brigham Young University

The Presentation will highlight the elements involved in setting up and operating an Estate and Business Planning Law Practice. The first phase of the Presentation will review some of the basic elements of an Estate Planning practice. Next, the Presentation will focus on the structure of a small law firm practice and what is involved in operating and maintaining a small law firm as a business. A brief review of a law firm business plan will be discussed. Finally, Mr. Matsen will describe his own practice and how it has grown into a national presence.