Making The Safe Asset Plan™ a part of your practice.

8:30 – 9:00 Why international asset protection? Randall Borkus, JD, MS, LL.M.

Speaker introductions and a brief explanation of why using international planning makes sense for your clients and for your practice.

9:00 – 9:45 Where to do your planning?

Kenneth Kelley, Esq. & Anthony Madonia, CPA, JD

There are a number of offshore jurisdictions to choose from, including Nevis, Cook Islands and the Isle of Man. Learn what you need to be looking for to provide maximum protection for your client’s assets including the six elements you need to have in your offshore statute.

9:45 – 10:45 Due Diligence, Solvency Analysis and Client Profile – Myrna Liburd, Beaumont Corporation Limited, Nevis, Scott Hamilton, JD, Kenneth Kelley, Esq.

Clients who plan without effective counseling from their attorneys can run afoul of fraudulent conveyance statutes and end up with ineffective protection. Lawyers who counsel incorrectly in this area can also run into significant problems. Learn what you need to do in order to properly perform due diligence to protect your self and help your clients build an effective plan. Also understand how to put your client through a solvency analysis. Learn the know your client rules. 

10:45 – 11:00      Break 

11:00 – Noon Private Placement Variable Universal Life and Private placement Annuities – Randy Fox, CFP & Phil Trussell, Argus International Life Bermuda Limited

In addition to wealth preservation, benefits available to clients working outside the US include access to international investing and international life insurance. These tools allow global diversification in assets not available in the US in a very tax efficient vehicle. Learn how this component can be added to your planning to provide additional benefits and to create multiple reasons to move offshore.

Noon – 1:30 Lunch (on your own) 

1:30-2:15 Tax Compliance in a nutshell. What you and your clients need to know and what and when to file to stay out of trouble with the IRS and Treasury – Anthony Madonia, CPA, JD

In this session, we will review the tax forms that your client needs to file each year in order to stay in compliance with the IRS.  

2:15-3:00 Nevis Law, Soyna Parry, Esq.

An overview of the Nevis Statute as well as Practical Insights from Nevis and St. Kitts attorney Soyna Parry. Soyna is with the firm of Gonsalves Perkins and Hamel-Smith

3:00 – 3:15 Break

3:15-4:15 How to attract clients to your asset protection practice – Randy Fox, CFP & Scott Hamilton, JD

What good does it do to be knowledgeable in an area of expertise but to have no clients to work with? In this 30 minute session Scott and Randy will review a PowerPoint slide show that you can use with potential clients to develop strong interest in international planning.

4:15-5:00 A client friendly process for international planning. Why you need one and what should be in it. – Randy Fox, CFP & Scott Hamilton, JD

The key to most any type of good counseling is to have a well defined process. Nothing creates confidence with a client more than knowing that you have a process and a procedure for working with them. In the session we will detail the elements that you need to incorporate in order to build a repeatable process that will create client satisfaction.

Money Back Guarantee

If you do not feel like you have received your money’s worth, we will cheerfully refund your tuition. No questions asked.