Asset Protection Fundamentals: What Attorneys Should Know to Advise the Moderate Net Worth Clients

Whether your practice involves estate planning, business succession planning, family law or other areas, you should have an understanding of asset protection planning for your more moderate and medium net worth clients. This program introduces the attorney to the planning tools that are available without having to “go offshore” or create complex and expensive protective structures and discusses the asset protection concepts and various designs. Join Edward D. Brown, Esq. and Carl G. Stevens, Esq. for this informative overview of the multitude of tools that are available to shield assets from unwanted attachments and seizures, such as through the use of exemptions, third party trusts, limited liability companies and gifting strategies.

Presenter(s):

Edward D. Brown, Esq. is a shareholder in the Denver, Colorado offices of Davis Schilken, PC. Over the past twenty-five years, Mr. Brown has developed extensive experience and expertise in the areas of business transactions and planning, taxation, and estate planning. He holds a Master of Laws degree in Taxation and is also a Certified Public Accountant. Mr. Brown, who was voted in Denver Magazine as one of the top 3 asset protection attorneys, speaks frequently to professional organizations on a wide range of legal subjects including integrated estate planning, asset protection, and related subject matters. He has authored numerous articles on a variety of legal topics that have appeared in local and national publications such as the Journal of Taxation, Trusts and Estates, CPA Journal, Journal of International Taxation, The Tax Adviser, Asset Protection Journal and The Colorado Lawyer. In addition to being a co-author of the first, second and third editions of CCH’s Asset Protection Planning Guide, Mr. Brown has also served as a contributing author to Asset Protection Strategies, published by the American Bar Association and The Colorado Estate Planning Handbook (Orange Book Handbook, updated annually), published by the Colorado Bar Association. Most recently, Mr. Brown authored the 2017 publication of Effective Asset Protection Planning—Foreign and Domestic.

Carl G. Stevens is a shareholder in Davis Schilken, PC. His practice emphasizes tax savings for family wealth and asset protection in the event of divorce, remarriage, bankruptcy and lawsuits. He practices primarily in the areas of wills, trusts, oil and gas, real estate, business planning,

elder law and probate. Mr. Stevens teaches and writes on estate planning topics for the public and other attorneys, certified public accountants and financial professionals. He is a co-author of a chapter on asset protection for the Colorado Estate Planning Handbook. He is a member of several committees of the Colorado Bar Association. As an active member of the Trust and Estate Section and the Elder Law Section of the Colorado Bar Association he participates in drafting new laws. He has testified before Colorado legislative committees in regard to trust, probate and tax legislation.