Legal & Asset Protection

Bob shares the keys to success with this comprehensive look at protecting your assets, your family and your business.

22
Hrs
Mins
Secs
4
42
17
SEGMENTS DURATION
More Classes
INSTRUCTOR

Bob Bluhm

Robert “Bob” Bluhm, a national leader in asset protection law, has dedicated 30+ years to designing legal frameworks that optimize tax benefits and protect businesses against litigation. He has represented clients from the world’s largest airline and professional athletes, CEOs, and Hollywood celebrities to thousands of real estate investors and small business owners. His expertise extends from the courtroom, to prestigious international speaking engagements, to the classroom. A respected author on asset protection, his customized, client-centered approach ensures peace of mind in a litigious environment. Outside of work, Bob enjoys spending time with his family in Texas.

Description:

In this litigious society, asset pro-tection has become a necessary part of your legacy and financial future. Bob shares the keys to success with this comprehensive look at protecting your assets, your family and your business, with topics such as: An introduction to the basics of law-suit protection, the best ways to maintain three levels of privacy and confidentiality, creating a defensible legal structure for your organization, estate planning and preparing for retirement, how to protect yourself against creditor claims and fraudulent attacks, and ways to minimize investment risks and guard against economic uncertainty. You’ll appreciate actionable steps you can take to protect your loved ones and your investments, and increase chances of long-term security and success. By the end of the course, you’ll know how to build a financial fortress around your assets, maximizing the peace and prosperity in your life.

  • 1

    Pre-Assessment

  • 2

    Introduction

    Our instructor, Bob Bluhm is an experienced attorney with expertise in asset protection for entrepreneurs and small business owners.

  • 3

    Lawsuit Protection

    We jump right into asset protection, including lawsuit protection, estate planning, tax reduction and Limited Liability Companies (LLCs).

  • Show all 22 segments

    • 4

      Lawsuit Examples

      Learn about vicarious liability in the American legal system, the absurd lawsuits and risks associated with owning assets, particularly in property and real estate partnerships.

    • 5

      First Line Of Defense

      The first line of defense is privacy which serves as a protective barrier against potential lawsuits through privacy trusts, privacy LLCs, and private realty trusts.

    • 6

      Second Line Of Defense

      In addition to financial privacy, learn about a strong defensive structure using lawsuit protection entities like limited partnerships and LLCs, making lawsuits less attractive to plaintiff's lawyers.

    • 7

      Layers Of Entities

      Explore the variety of decisions to be made when establishing a Limited Liability Company (LLC), including its purpose, structure, number and type of members.

    • 8

      Third Line Of Defense

      Understand asset protection through exempt assets, equity stripping, business compliance and maintaining corporate veil.

    • 9

      Protecting The Corporate Veil

      Know the importance of maintaining a corporate veil for one's business, which creates a separation between personal and business assets.

    • 10

      Corporate Veil and Q&A

      Learn why online DIY solutions often lack the necessary depth and complexity to protect against seasoned lawyers, and how to operate an LLC properly.

    • 11

      Estate Plan Trusts

      Our instructor covers the major facets of estate planning: estate taxes and probate, as well as living trusts.

    • 12

      Estate Plan Components

      Learn about the wide array of documents that make up an estate plan, including the pour-over will, living will/medical directive, power of attorney, and digital assets provision.

    • 13

      Why Estate Planning?

      The instructor concludes the section on estate planning, and highlights that estate planning is an essential part of asset protection.

    • 14

      Tax Minimization

      Our instructor discusses tax minimization strategies in regard to setting up an entity, including ways to pay taxes now, later, or never.

    • 15

      Taxes By Entity

      Learn about the various types of corporate, their tax implications, and their suitability for different business scenarios.

    • 16

      Tax Deductions

      Consider the automatically expiring tax cuts, uncertain future legislation and complicated rules on business deductions to internalize the importance of careful planning and professional advice when handling taxes.

    • 17

      Protection From Fraud

      This segment illustrates how to avoid being a victim of fraud as well as how not to be accused of fraudulent activities.

    • 18

      Protection Against Economic Uncertainty

      Know the strategies to protect yourself from economic uncertainty, from building wealth to protecting current assets and retirement savings, creating side businesses, and having the right insurances.

    • 19

      Minimizing Business Risk

      The segment covers how to minimize business risks at three different stages, namely starting a business, operating a business, and conducting business with others.

    • 20

      Reduce Risks With Partnerships

      Implement caution when entering into a business partnership through due diligence, background checks and involving an attorney in creating partnership agreements.

    • 21

      Marital & Divorce Contracts

      Understand the value and function of prenuptial and postnuptial agreements in clarifying asset division in the event of a divorce.

    • 22

      Post-Assessment

  • 22

    Post-Assessment