Asset Protection Strategy: Advantages and Pitfalls of Using Trusts, LLC's and other Techniques

SKU: EPP068 Back to Course Listings

New Jersey CLE
Accreditation Info

Courses purchased through UnitedCLE.com are provided and fully accredited by The National Academy of Continuing Legal Education, a New Jersey Accredited CLE Provider. To view our full accreditation details please .

All Courses Available iOS/Android Web

About This Course

This CLE program offers a comprehensive overview of asset protection strategies. Participants will explore how traditional estate planning tools can shield assets from creditors. Topics include the protection provided by tenants by the entirety ownership, life insurance and annuities, retirement accounts, and homestead provisions.

The course will also cover the structure and legal landscape of asset protection trusts, now recognized in 20 states, including an analysis of relevant case law. Additionally, we will discuss how these trusts can safeguard gifts and inheritances from claims by creditors of the beneficiaries.

Lecturer Bio

Kenneth Cohen, Esq.

Kenneth R. Cohen is a Principal at Bressler, Amery & Ross in the Estate Planning and Administration, Private Client, and Tax practice groups.

Ken’s experience in Federal and State taxation enable him to provide an extra level of service to his clients which includes asset protection, tax controversy, business law, and estate planning and administration.

Clients appreciate Ken’s practical experience and sound business and tax advice. He is a dealmaker who finds practical ways to structure transactions, ranging from like-kind exchanges, business purchases and sales, licensing agreements, and employment compensation arrangements. Clients know that their legal matters will be handled with a high level of care and expertise, with a view to minimize potential tax liability.

Ken is familiar with sophisticated estate planning techniques including various forms of trusts, limited liability companies, residency issues and gifting techniques which can significantly reduce estate taxes. However, he understands that estate planning also involves personal and inter-family issues. He listens to his clients’ unique objectives and concerns.

Ken has developed a reputation for successfully helping clients who have tax related problems. He has successfully litigated sales tax, income tax and estate tax matters in federal courts including the United States Tax Court and in the New Jersey Tax Court. He also assists clients in negotiating a reduction in the taxes owed including offers in compromise.

He is recognized for his expertise in providing assets protection on behalf of his clients. Clients seek Ken’s guidance for providing asset protection for all sorts of potential liabilities including business creditors, IRS and New Jersey Division of Tax, marital claims, and Medicaid. He knows the best asset protection techniques to apply based on the client’s specific needs, including asset protection trusts, limited liability companies, and retitling of assets.

Ken has hosted the annual Asset Protection Seminar on behalf of the NJ Institute of Continuing Legal Education since 2013. He also serves as a part-time faculty member in the Rutgers Law School where he teaches Federal Income Taxation. He previously taught federal income taxation as an adjunct professor at Rutgers Business School and in the Fairleigh Dickinson University Graduate School tax program.

Ken has been active in the Tax Section of the New Jersey State Bar Society. He served as Chairman of the Estate Tax Section and as Chairman of the Income Tax Section. He was a member of the Special Task Force on Partnership Taxation to ensure that the New Jersey partnership statute was in compliance with Internal Revenue Regulations.

Ken graduated from Rutgers College with a bachelor's degree in economics. He received his law degree from Rutgers Law School and has a master’s degree in taxation from New York University Law School.

Build a
Bundle

Build the CLE course package you want at discounted prices.

Build your bundle

Quickest • Most Cost Effective

One Stop Bundles

Most popular option for quickly satisfying your CLE.

Deep Bundle Discount

Browse Bundles

Individual Courses

Complete catalog of CLE Courses for quick, targeted, custom CLE satisfaction.

Choose courses

United Makes CLE Easy

One.

Select Course Package

Unlimited CLE

Enables you to fulfill multiple CLE cycles with one purchase.
One-Stop Bundles

Our most popular courses bundled to save you time and money.
Build-A-Bundle

Select the courses that interest you most while taking advantage of our bundle discount.

Two.

Immediate Access to CLE Courses

Courses are available immediately upon checkout. You will have 24/7 access to your purchased courses during the lifetime of your subscription.

Courses can be started, stopped, and paused at any time.

Three.

Instantly Print Your Certificate

You can immediately print your CLE certificate upon completion of a course.

A copy of your certificate will remain in your account and will always be accessible to you.

Create Your Account Now

Want Different Options?

For a custom suite of courses, our custom CLE option satisfies your CLE cycle requirements in one easy step.

Customize Options

Subscribe for Course Updates and News

Please provide us with your licensed state(s) so we can send you content relevant to you.

Please fix the following errors:

Email:

Admitted State:

Admitted in more than one state?

Bar/Reg/ID #

Leave blank if you don't have one or wish to provide it later

Admitted States:

For even more customized results, please provide your name and phone number (optional).

First Name (optional):

Last Name (optional):

Phone (optional):

We promise to respect your privacy.

You have successfully been added to our mailing list!

Accreditation and CLE Rules for New Jersey

Asset Protection Strategy: Advantages and Pitfalls of Using Trusts, LLC's and other Techniques

New Jersey CLEAccreditation Info

About This Course

Build a Bundle

One Stop Bundles

Individual Courses

United Makes CLE Easy

One.

Select Course Package

Two.

Immediate Access to CLE Courses

Three.

Instantly Print Your Certificate

Want Different Options?

Subscribe for Course Updates and News

Subscribe for Course Updates and News

Please provide us with your licensed state(s) so we can send you content relevant to you.

Select your admitted states

Use the form below to select the states where you have been admitted to the bar. You may also provide your bar number for each state.

Admitted State:

For even more customized results, please provide your name and phone number (optional).

You have successfully been added to our mailing list!

Chat With a CLE Specialist

Use the form below to send a message to our team of highly-trained CLE Specialists. Or call us at 973-803-4514.

Your message has been sent to our team of CLE Specialists. We will get back to you shortly!

New Jersey CLE
Accreditation Info

Build a
Bundle