Risk Management & Asset Protection - Nicholls State University

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The ComprehensiveAsset Protection Plan‣ Business:- Revenue Protection- LLC/LP for Real Estate, Equipment, I/P- Qualified Plan‣ Personal:- Exempt assets for investments- Homestead Exemption & Debt Shield for Residence- LLCs/FLPs 2d Home, Investment Real Estate, Portfolio- Living Trusts, ILITS, GRATS, QPRTS, etc.
‣ Lawsuit ProtectionTypical Client Plan- Revenue Protection- LLCs for business assets- Statutory Exemptions (Retirement Plans, Life, & Annuities)- LLCs or LPs for personal investments‣ Tax Strategies- Maximum Retirement Planning- Life Insurance Planning‣ Estate Analysis- Review of Life Insurance, Wills, Trusts- LLC/FLP, other estate reduction strategies if high net worth
Page 1: Risk Management&Asset ProtectionGle
Page 4 and 5: Before We Move On,A Quick Quiz‣Do
Page 6 and 7: Beware the Popular Press‣Books, n
Page 8 and 9: Why You NeedAsset Protection‣ Tra
Page 10 and 11: Asset Protection Asa “Sliding Sca
Page 12 and 13: Why Own a SmallInsurance Company?
Page 14 and 15: How NOT toStructure BusinessBusines
Page 16 and 17: Limited Partnerships& LLCs are Key
Page 18 and 19: How to Use LLC’sfor Business Asse
Page 20 and 21: Riskiest, Overlooked Asset‣ Recei
Page 22 and 23: SegregateMultiple OperationsBusines
Page 24 and 25: How to Use LLC’sfor Personal Asse
Page 26 and 27: Protecting Your Home‣ Not in LLC/
Page 28 and 29: Equity In Real Estate -A Creditor
Page 30 and 31: Irrevocable Trusts‣ Irrevocable T
Page 34 and 35: Next Steps - ContactContact your lo

Risk Management & Asset Protection - Nicholls State University

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