Episode 35: IN FOCUS: “Selecting an Asset Protection Plan – Strategies and Pitfalls”

Episode 35: IN FOCUS: “Selecting an Asset Protection Plan – Strategies and Pitfalls”

This week, join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.

Today, we will discuss “Selecting an Asset Protection Plan – Strategies and Pitfalls” featuring: K. Eli Akhavan, Esq., LL.M., Partner, Grant, Herrmann, Schwartz & Klinger LLP.

Today’s show will cover the complex landscape of choosing the optimal jurisdiction for asset protection. The webinar will cover the factors to consider such as legal protections, structuring opportunities, and tax implications. Real-world examples will be provided, showcasing how to evaluate jurisdictions effectively and to avoid legal and ethical pitfalls. The information will be particularly helpful for attorneys and accountants who represent clients in high-risk businesses.


Stay connected:

1) Questions? Comments? Reach out to Jonathan@ParkBridgeWealth.com

2) Signup for my monthly newsletter here: https://www.ParkBridgeWealth.com/newsletter

3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars

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Avsnitt(179)

Episode 179: Writing Off Pesach Programs, Planning For Young Singles, & Roosevelt On Old Age

Episode 179: Writing Off Pesach Programs, Planning For Young Singles, & Roosevelt On Old Age

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Episode 176: Cosigning On A Loan For Child, Choosing ETFs, & Financial Peace of Mind in Retirement

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Podcast 175: Shalom Bayit & Money, Bad Advice From A Gvir, and Seinfeld On Torture We Can Deal With

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Episode 174: Elul & Your Portfolio, Financial Leaks, & Supporting Kids After Marriage

Episode 174: Elul & Your Portfolio, Financial Leaks, & Supporting Kids After Marriage

Join Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management, this week as he discusses a variety of timely investing and financial planning topics, including: 1. ...

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Episode 173: Leaving A Lasting Legacy, Big Houses, Skipping College, & Unmotivated Children

Episode 173: Leaving A Lasting Legacy, Big Houses, Skipping College, & Unmotivated Children

Join Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management, this week as he discusses a variety of timely investing and financial planning topics, including: 1. ...

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Episode 172: ROI On Plastic Surgery, AI, Richard Nixon, OnlyFans, & More

Episode 172: ROI On Plastic Surgery, AI, Richard Nixon, OnlyFans, & More

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