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Asset Protection for Your Personal & Business Assets
ASSET PROTECTION PLANNING
PROTECT YOUR ASSETS FROM CREDITORS, PREDATORS, LIENS & JUDGMENTS.
If you own any meaningful assets, you are a target. There are four primary causes of lost wealth; poor tax planning, bad investments, divorce and unforeseen lawsuits.
- 78% of lawsuit defendants never thought it would happen to them.
- 90% of all lawsuits are filed in the U.S.
- A new lawsuit is filed every 30 seconds, on average.
- The self employed and property owners have a 39% chance of becoming a defendant in a lawsuit.
- Asset protection is not just for the super wealthy, recent studies show that the average income bracket for targeted lawsuits is $200,000.
Asset protection expert Harry Barth will lead this lively discussion on how to build a fortress around your property, business and other assets. You will learn:- Proper legal structure for your home and business to minimize your liabilities.
- How specifically designed trusts and partnerships can protect assets from third party creditors.
- Limited Liability Companies and common mistakes people make setting them up.
- The role of your insurance coverage in asset protection. What insurance does NOT cover.
- Living trust provides ZERO asset protection.
- Why business people spend more time planning a vacation than they do planning how to protect their family assets.
About Your Guest Speaker:Harry Barth is the founding member and the Senior Partner in the firm BarthCalderon, LLP. Harry has more than 40 years of experience counseling franchisees, business owners, corporations, individuals and families. He has distinguished himself by being an asset protection advocate. He has co-authored a book, " Planning Today For All Your Tomorrow's, a Practical Guide to Help High Income and/or High Net Worth Clients".
Educational Background:
+ Juris Doctor
+ MBA degree in Financial Planning
+ Master of Science in Financial Services
+ Accredited Estate Planner (AEP)
+ Certified Estate Advisor (CEA)
+ Certified Financial Planner (CFP)
+ Certified Wealth Preservation Planner (CWPP)
+ Certified Asset Protection Planner (CAPP)
+ Chartered Advisor in Philanthropy (CAP)
+ Chartered Financial Consultant (CHFC)
+ Chartered Life Underwriter (CLU)
+ Certified in Long Term Care (CLTC)
+ Graduate Estate Planning Advisor (GEPA)To Register please call or email:
Niery Karaghoossian
niery@barthattorneys.com
714-704-4828
Asset Protection for Your Personal & ...Date and Time
Tuesday Feb 24, 2015
10:00 AM - 11:30 AM PSTTuesday February 24th
10:00-11:30amLocation
Marin Builders Association
660 Las Gallinas Ave
San RafaelFees/Admission
FREE
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