Broker Check
15 March
Asset Protection: From Lawsuits, Creditors, and Judgements


Strategies To Protect What You Own From Lawsuits, Judgements, and Claims From Those Who Want To Take Away Your Money!

You’ve worked hard to build your nest egg and create financial security. Unfortunately, lawsuits are proliferating with more than 50,000 being filed every day in the U.S. With lawyers working on contingency fees and juries making emotional decisions, having deep pockets or even moderately sized pockets makes you a target. Judgments are routinely issued for millions of dollars and lawyers can extort whopping settlements because even the most innocent defendant cannot afford to gamble in court. It only takes one lawsuit to destroy you financially and change your life forever. Asset protection planning is critical to keep your money where it belongs – in your pocket.

This webinar will provide you with simple, easy-to-understand, and effective strategies designed to protect your assets using both conventional approaches as well as today’s newest strategies. We will cover the basics and more advanced strategies including ownership titling formats, how to take advantage of exempt assets, important insurance concepts, and various legal entities including domestic and foreign asset protection trusts, family limited partnerships, and limited liability companies.

If you are concerned about protecting your assets and preserving your nest egg - for you, your family, and as a legacy for the ones you love - this webinar is for you!

Date and Time

Tue, Mar 15, 2022

7:00p - 9:00p EST


Smithtown High School East- Little Theatre

10 School Street
St. James , NY 11780


Presenter: Bud Levy CFP, MBA

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