10 Mistakes to Avoid When Working with Asset Protection Trusts

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New Mexico MCLE
Accreditation Info

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

About This Course

This CLE course will focus on enhancing your understanding of both domestic and offshore trust planning. It offers practical tips and strategies to help you minimize risks and safeguard your assets by steering clear of common pitfalls.

Led by Asset Protection Attorney Blake Harris, the course covers key elements including choosing the optimal jurisdiction, interpreting relevant case law, and ensuring proper trust funding.

Lecturer Bio

S.Blake Harris, Esq.

S. Blake Harris is the managing attorney at Mile High Estate Planning, where he assists clients with wills and trusts, asset protection, and probate. Blake's extensive experience helping families plan for and manage the transfer of their assets has made him well regarded as an expert in handling the difficult and sensitive issues surrounding estate planning, asset protection, and probate.

Before Mile High Estate Planning, Blake worked for one of the nation’s largest wealth management firms, where he helped high-net-worth and ultra-high-net-worth clients plan for the transfer of their assets. Over the course of his career, Blake has worked for, co-counseled with, and learned from several of the nation’s top estate planning and asset protection attorneys.

Blake founded Mile High Estate Planning because he is passionate about helping families protect their wealth and pass it to the next generation. Not only does he value building long-lasting client relationships, he also strives to provide each client with confidence in their estate plan and probate case in a relaxed and casual manner.

In addition to his active practice, Blake also strives to share his in-depth knowledge to help other professionals advance in their careers. In Colorado and across the nation, Blake has given numerous presentations and continuing education lectures on asset protection, estate planning, and probate to CPAs, financial advisors, and other attorneys. Blake has also been quoted in state-wide and national publications, such as ABC, NBC, CBS, Fox News, The Denver Post, and Market Watch, and he has been named a "Rising Star" for 2020 by Super Lawyers Magazine.

Blake graduated in 2007 with a degree in finance from the University of Florida and received a juris doctorate in 2010 from the University of Florida Levin College of Law, a top-tier law school.

Blake has been a member in good standing of the Colorado Bar since 2013 and the Florida Bar since 2010, and he is an active member of the Denver Bar Association and the Colorado Bar Association. Blake's Colorado Bar number is 45942.

Outside of work, Blake enjoys traveling and spending time with family.

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Accreditation and CLE Rules for New Mexico

10 Mistakes to Avoid When Working with Asset Protection Trusts

New Mexico MCLEAccreditation Info

About This Course

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New Mexico MCLE
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