Protection Telephone Seminars

Domestic Asset Protection Trusts: Fundamentals and New Approaches ...irements and differences among the various Domestic Asset Protection Trusts ('DAPTs') permitted under state law and the reasons why one state law may be preferred over another. There will also be a discussion of the most recent applications involving trusts for protection and other uses. Examples include the use of a DAPT as a completed gift trust under the current income, gift, estate and  more...

Domestic Asset Protection Trusts: Fundamentals and New Approaches ...irements and differences among the various Domestic Asset Protection Trusts ('DAPTs') permitted under state law and the reasons why one state law may be preferred over another. There will also be a discussion of the most recent applications involving trusts for protection and other uses. Examples include the use of a DAPT as a completed gift trust under the current income, gift, estate and  more...

Covenants Not to Compete and Trade Secrets ...onfidentiality and nondisclosure agreements, trade secret protection and misappropriation, the Uniform Trade Secrets Act and state trade secret statutes, the doctrine of inevitable disclosure, reverse engineering, developing a trade secret protection program, assignment of inventions, and associated state law claims often involved in trade secret and unfair competition lawsuits. Although the  more...

NEPA: Understanding the Basics ...tal Policy Act has been the cornerstone for environmental protection in the United States. To implement NEPA, federal agencies must prepare environmental impact statements or environmental assessments to study the impacts of their proposed actions. Unfortunately, some federal agencies, their consultants and affected citizens do not fully understand the regulations, legal interpretations and  more...

Tax and Estate Planning for Clients Relocating to Florida ... client is departing. Similarly, the laws impacting asset protection planning are generally more protective of the client's assets. In addition, out-of-state practitioners must be aware of some unique laws concerning a person's homestead residence both from a tax perspective and a property rights perspective. Lastly, Florida has adopted a fairly rigid view of the unlicensed practice of law,  more...

Turbidity Control and Testing on Construction Sites ...Protection Agency (EPA) has prepared a draft National Pollutant Discharge Elimination System (NPDES) Construction General Permit which will replace the 2008 Construction General Permit. The public notice period expired July 11, 2011. The 2008 Construction General Permit will expire February 15, 2012. Turbidity (cloudiness or haziness of a fluid) is an important parameter used to evaluate the  more...

New Rule 502: Attorney-Client Privilege and Work Product Limitations on Waiver ...preserving the attorney-client privilege and work product protection is a fundamental for most litigators. Rule 502 of the Federal Rules of Evidence has been adopted to clarify and resolve a common dispute regarding the effects of certain disclosures otherwise protected by the privilege or work product, including inadvertent disclosures and the agreement of the parties regarding disclosure.  more...

Family Limited Partnerships in Estate Planning ...uation issues for gift and estate tax purposes, and asset protection benefits with the use of these entities. Family limited partnerships and family limited liability companies have come under recent scrutiny and attack by the IRS. Failure to properly create or maintain these entities can result in significant tax losses. Failure to consider the use of these entities can result in significant  more...

Economic Substance Doctrine Codification Update ...changes in health care via legislation titled the Patient Protection and Affordable Care Act. Knowledge of its tax implications, tax credits, employer obligations and other financial aspects will be discussed in this informative audio conference. Awareness of the compliance rules will avoid financial risk and a variety of costly penalties for both individuals and employers. The Health Care Act  more...

Impact of Health Care Reform on Elder Law ...Obama signed into law, in March of this year, the Patient Protection and Affordability Act of 2010 and the Health Care and Education Reconciliation Act of 2010. These together are referred to as the Affordability Care Act. This act makes changes to Medicaid and Medicare which includes payment structure and the delivery system. It extends the life of the Part A trust fund by 12 years and  more...

Grant and Other Funding Opportunities Under the Patient Protection and Affordable Care Act of 2010 BenefitsThe health reform legislation signed into law in March provides a significant number of direct and indirect federal grant funding opportunities for medical providers, hospitals, home health agencies, nursing facilities, colleges and universities, and employers. Under several of the grant programs, state and local government, and nonprofit entities are flow-through entities through which  more...

Land Development Right Transfer Issues and Complexities ...ses development rather than taxation to pay for permanent protection of these and other threatened resources. Working though the zoning code, TDR helps implement the preservation as well as the development goals of a community's land use plans. When TDR works, property owners are compensated for voluntarily conserving their land and developers are able to achieve more profitable levels of  more...

Health Care Reform Update ...Protection and Affordable Care Act into law on March 23, 2010. This legislation will effectively restructure one-sixth of our economy and have a significant impact on our personal lives. Beyond the partisan politics and media hype are the practical concerns of employers, HR professionals, attorneys, third-party administrators, and other consultants and professionals who work with group health  more...

Schedule C Reporting Update BenefitsAccording to IRS statistics, more than 22 billion Schedule C forms are filed each year. Many of these represent small, often home-based, businesses. However, a large number also represent large, full-time business enterprises. It is not surprising that with such a large vast array of different types of businesses, Schedule C filers are frequent targets of IRS audits. This teleconference  more...

Dodd-Frank Wall Street Reform and Consumer Protection Act: The Overhaul of the U.S. Financial System ...Protection Act signed into law by President Obama overhauls the United States financial system. This legislation will affect every corner of the financial services industry. Learn how this legislation is likely to affect you. This teleconference will review many important aspects of the Act, including the new Financial Stability Oversight Council, new resolution authority of the Federal Deposit  more...

Is Your Health Care Plan Grandfathered Under the Health Care Reform? ... take into account new federal mandates under the Patient Protection and Affordable Care Act, as modified by the Health Care and Education Reconciliation Act of 2010 (collectively, the 'Act'). The Act provides limited exceptions from the new federal mandates for certain grandfathered plans and new interim final regulations provide detailed guidance on how a plan may retain its grandfathered  more...

Common Clauses and Pitfalls of Homeowners Insurance ... their monthly premiums they are guaranteed the insurer's protection. But when calamity strikes, these homeowners may be surprised to learn that their policies contain provisions that work to reduce or even eliminate that protection. We will offer our perspectives and guidance on the key clauses and pitfalls commonly found in homeowners' policies. Attorneys, presidents, vice presidents,  more...

Doing Business with Distressed Vendors and Customers: Strategies to Employ in Workouts, Litigation and Bankruptcy BenefitsThe strains of the current economic crisis are being felt in every industry and at every point in the supply chain. More and more often, vendors are encountering distressed buyers and buyers are dealing with distressed suppliers. Attend this teleconference and you will learn to recognize the early warning signs of financial distress, and be armed with strategies that can be employed in  more...

Current Work Product Issues in Taxation: Preservation, Waiver and Tax Accrual Work Papers ...s and ever-changing standards to maintaining work product protection of sensitive documents and information prepared by counsel. The documents at issue, such as tax accrual workpapers, litigation analyses and internal investigation materials, are often roadmaps for the companies adversaries. Challenges to work product protection come from many directions, including private litigants,  more...

Pervious Concrete - The Pavement That Drinks! ...gnized best management practice by the U.S. Environmental Protection Agency for providing first-flush pollution control and storm water management. Property owners and developers can also reduce fees and enhance the bottom line by using pervious concrete, which commonly provides 20 or more years of service with little or no maintenance. You will learn about the latest mix designs, freeze and  more...

New Technology and the Fair Debt Collections Practices Act ...air Debt Collection Practices Act, the Telephone Consumer Protection Act and the use of new technology in contacting debtors. The speakers will cover the use of voice mail, caller ID, email, text messages and faxes, and discuss recent case law addressing the application of this technology to the debt collection industry. This teleconference will assist you to understand how the statute is being  more...

International Purchasing: Current Trends and Supply Chain Security BenefitsThis teleconference will discuss improved supply chain security and vendor performance, as well as reduce risk of liability for third-party violations of U.S. law and other misconduct. The speaker will discuss how to facilitate dealings with U.S. Customs and Border Protection and speed customs clearance of incoming shipments. The teleconference will provide you with an increased awareness  more...

Estate and Financial Planning for Clients Living With Chronic Illness ...nd drafting conventions can provide tremendously improved protection and peace of mind for clients living with chronic illness. This teleconference will provide a sophisticated but practical overview of how each phase of planning and drafting for the entire advisory team is affected. Misconceptions and myths will be debunked. Concepts ranging from cognitive issues, physical disabilities,  more...

Implications of the Stimulus Package on HIPAA ... Act includes substantial changes to requirements for the protection of health information privacy and security under HIPAA, some of which are already in effect. New requirements for business associates of HIPAA covered entities and requirements to notify individuals in the event of a breach are only two of the many areas affected in the new law, including new requirements for restricting and  more...

Corrosion Control for Water System Piping & Storage Tanks ...aggressive soils, bimetallic coupling, coatings, cathodic protection, corrosion coupons and polyethylene encasement. Several municipal case histories will also be discussed. Learning Objectives - You will be able to discuss corrosion issues. - You will be able to explain causes of corrosion of piping systems and storage tanks. - You will be able to review operation and maintenance of cathodic  more...

Providing Investment Advice to Retirement Plan Participants Without Triggering Liability ...ng the new investment advice exemptions under the Pension Protection Act. Regulation of investment advice is rapidly changing. The Obama Administration has twice delayed the effective date of the final investment advice regulations under the Pension Protection Act, and new investment advice legislation is pending in Congress that could alter the regulatory landscape altogether. This  more...

Major Issues in WiMAX Tower Leases and Zoning ...ay raise discrimination or other claims, such as claiming protection under federal cell tower zoning or telecommunications statutes, if their zoning results differ from those for cell phone companies. This teleconference will focus on the unique aspects of WiMAX tower leases and zoning, and help level the playing field by providing private and municipal property owners with the expertise of  more...

Financial Planning After Retirement: Coordinating the Retirement Plan with the Estate Plan ...excise tax penalties. Learn how to provide the best asset protection and estate planning benefits for large retirement plans so that the valuable 'stretch out' does not become a 'blow out.' Most trusts are inadequately drafted to handle retirement plans, especially in light of the recent changes of the Pension Protection Act. New preparer penalties put an additional premium on determining  more...

Estate Planning for Non-Traditional Couples ...ning documents, non-traditional couples have little to no protection from state statutes should something happen to their partner; and (2) The Federal government provides certain advantages to married couples for purposes of tax planning. Nevertheless, a non-traditional couple, in the absence of proactive planning, will be, other than (a) being 'lucky' enough to die during the time where the  more...

Understanding and Troubleshooting Copyright Law ... confusing and broadly applicable areas of law. Copyright protection vests in even the smallest amount of creativity, and with the proliferation of electronic media, your employees and clients have unprecedented access to these protected works. As a result, it is easier than ever for you, your clients or your company's employees to infringe the copyrights of others. Also, with one click of a  more...

Is Your Insurance Coverage Adequate? BenefitsThis teleconference will provide an overview of key considerations and issues in evaluating the adequacy of insurance coverage maintained by corporate America. Areas addressed will include the broad range of first- and third-party insurance available in today's insurance markets; important factors in ensuring coverage for the proper parties (corporate and individual); key considerations in  more...

Restrictive Covenants: Common Disclosures, Restrictions and Land Use Issues ...e as property developers and owners have sought long-term protection for a variety of interests, including commercial territories, community character and architectural style. Over the last forty years, however, restrictive covenants have become increasingly complex as condominium and common interest communities have grown in popularity to more closely control not only the architectural style,  more...

Tax Implications of Generation-Skipping Techniques - Planning to Minimize the Generation-Skipping Transfer (GST) Tax nBy attending this teleconference, you will learn key elements of the GST tax rules, including the rules for automatic allocation of GST tax exemption. Benefits and differences between different types of basic GST tax planning techniques, including various lifetime planning and post-mortem planning along with the implications of leveraging GST tax planning with discounted assets will also be  more...

Drafting Trusts in Estate Planning ...ears? In addition to estate taxes, clients' families need protection from probate, bad marriages and creditors, especially if they get into financial distress in the future. This teleconference will help you address all of these issues. Find out how to avoid probate, especially lifetime probate. Learn about the flexibility that our estate and gift tax laws provide, if only the taxpayer plans  more...

Management and Protection of Wetland Buffers nBuffers are upland or riparian areas that separate wetlands or other aquatic resources from upland areas, which are often found in developed or agricultural states. They are very critical to the ecological integrity of the wetlands and typically consist of native plant communities that reflect the local landscape and ecology. They perform a variety of habitat functions for wildlife and other  more...

Impact of the New ADA Amendments on Schools ...amatically expanded the range of individuals eligible for protections guaranteed by the Americans with Disabilities Act of 1990. ADA specified the rights guaranteed to individuals broadly qualified as "disabled." These rights applied to the areas of hiring and working conditions for all employees and also to students eligible for education accommodations under Section 504 of the Federal  more...

Asset Protection Planning and Techniques: Safeguard Your Retirement and Other Assets Benefits When building retirement wealth for yourself or your clients, you want to protect it. For this reason, asset protection strategies for retirement are necessary as part of your wealth building strategy for the future. This teleconference will give you the tools to protect yourself or your client's retirement wealth, help build more wealth and help secure your future.  more...