Celesq® Programs

Engel on Asset Protection-2009: Civil Liability Exposure in Asset Protection Planning

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CLE Credits

Planners must take certain considerations into account before proceeding with the design and implementation of a client’s overall integrated estate plan. This includes being aware of the potential for personal liability pitfalls. Regardless of the level of care taken or the amount of due diligence exercised by the planner, it is possible that the planner can be on the receiving end of one or more civil claims one day. Nevertheless, being forewarned is forearmed. Join Barry Engel as he discusses areas of potential civil liability exposure in the asset protection and integrated estate planning contexts, including malpractice, fraud claims, claims for breach of fiduciary duty, conversion, fraudulent transfer exposure, co-conspirator liability and/or aiding and abetting liability, and provides you with valuable information to help you protect against the possibility of suffering personal liability pitfalls.

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  • Areas of Professional Practice : 1 Credit
  • 1.0 General CLE credit : 1 Credit