Risk Management & Asset Protection - Nicholls State University

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Beware the Popular Press‣Books, newspapers, websites, magazines, &talk shows generally target the average person‣If you are not the average person, then youmust be very careful not to take bad advice‣Affluent individuals are not average people!
The Right Advice isNOT Common Advice‣Affluent individuals are different!‣They require special attention!‣They don’t buy their planning“Off the Rack!”
Page 1: Risk Management&Asset ProtectionGle
Page 4 and 5: Before We Move On,A Quick Quiz‣Do
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 32 and 33: The ComprehensiveAsset Protection P
Page 34 and 35: Next Steps - ContactContact your lo

Risk Management & Asset Protection - Nicholls State University

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