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DTSTART:20230810T160000Z
DTEND:20230810T170000Z
LOCATION:Hybrid - CNY Community Foundation and Zoom
UID:2468920230810T160000ZCreditors, Predators and Modern Asset Protection Planning (RSVP by 8/8)
DTSTAMP:20260526T184726Z
DESCRIPTION:\nCNY Estate Planning Monthly Meeting:   Creditors, Predators and Modern Asset Protection Planning\n \n \n \nAugust 10th at Noon, Hybrid at Central New York Community Foundation\n \n \n \nSpeakers:\n \nDolly Donnelly, Director of Wealth Strategies - Wilmington Trust Emerald Fimily Office & Advisory\n \nJeff Wolken, National Director - Delaware Trust Planning\n \n \n \nTopic:  "Asset protection planning" is now a common estate planning and asset management goal for our clients.  This program is designed to help you account for creditors and predators as part of the planning process.  In this program, you will hear about modern asset protection tools including liability insurance, joint ownership of assets, retirement accounts, life insurance, asset ownership via an entity (LLC/LP) and asset protection trusts.  In addition, the program will cover the pros and cons of the various tools, appropriate circumstances under which to deploy these tools, and how creditors may attack them to satisfy their claims.\n \n \n \nFood: We will have catering from Boulangerie Cafe.\n \n \n \nZoom:\n \nJoin Zoom Meeting\n \nhttps://cnycf-org.zoom.us/j/96213148428?pwd=cnBBQmRIdmsxS2trQXhiVTRBNmgxZz09\n \nMeeting ID: 962 1314 8428\n \nPasscode: 107613\n \n \n
SUMMARY:Creditors, Predators and Modern Asset Protection Planning (RSVP by 8/8) - Estate Planning Council of Central New York 
PRIORITY:3
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DESCRIPTION:Reminder
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