Asset Protection in a Five Day Nutshell

5.0

(3 ratings)

·

5 Days

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Cohort-based Course

HOW TO PROTECT YOURSELF FROM LAWYERS AND LAWSUITS. IN 2021 this started as a video course and grew into this hands-on live workshop.

TEACHER AT

University of Southern California | Los Angeles CA
Ucla
New York University

Course overview

YOU WILL LEARN THE TECHNOLOGY TO STOP THE PROFESSIONAL TAKERS IN THEIR TRACKS

You will get a quick intense and solid overview of Asset Protection Technology. Even though Domestic technology is covered the primary focus is on Offshore Plans (Forbes just declared domestic asset protection dead!). This course is for people wanting to understand and implement solid asset protection plans and for seasoned experts wanting to expand their skills.


It will be intense and it will have homework.


You will learn how offshore plans are structured, you will receive copies of a high quality state-of-the-art Trust and LLC, you will become familiar with the key asset protection rules and, most importantly, you will develop a good understanding of how asset protection works.


We will have one optional workshop day where you will have the opportunity to diagram your financial life using the PERFECT ASSET PROTECTION PLAN powerpoint slide and receive feedback. During this workshop day can can and should ask all of your questions and we will also play war games covering what to do when the the key threats come (DIVORCE, LAWSUITS, BUSINESS BREAKUPS, REMARRIAGE /PRENUP, TAX AUDIT and many others) . I will extend the workshop day if necessary to make sure there is time for all of your questions.


Once you finish this course those of you who want to work in the asset protection field will be well on your way. I will personally introduce any cohort member to trust companies in Belize or the Cooks who can help you with high quality customized draft documents.


My goal is to start you down your road to top quality asset protection, whether you are a financial professional or not. This course is for every person who lives in our dangerous modern world.

This course is for any person who wants be protected from lawyers and other professional takers

01

Decide to never be vulnerable again. Take control of your life and stop the contingent fee litigators in their tracks. It's your choice. Rob

02

Survive Divorce with your assets in hand. Learn why a solid plan is more effective and more palatable than a Prenuptial Agreement.

03

Contingent fee litigators focus on taking your assets. My greatest joy is shutting them down. Learn how to do the same

What you’ll get out of this course

Even though this course focuses on Offshore asset protection we also review the domestic techniques you should use to keep yourself safe

The Domestic Issues we will review include Homestead Protection (especially choice of jurisdictions), Bankruptcy Exemptions, Pension Plan and IRA Statutory protection, Land Trusts and the largely ineffective Domestic Asset Protection Trust.

You will receive a solid overview of the most common Offshore Asset Protection structure involving a Trust and Offshore LLC.

All members of your cohort will receive a state-of-the-art asset protection trust and offshore LLC which you will read as homework and we will review in class.


You will learn how the Trust and LLC work together to make it nearly impossible for anybody to reach your assets.

THREE KEY RULES: 1. TRUST NO ONE 2. WHAT YOU DO NOT OWN CANNOT BE TAKEN FROM YOU 3. NO COUNTRY ENFORCES US JUDGMENTS.

THESE ARE NOT INTUITIVE. Once you understand the Rules you will learn how you can put your money in a top tier safer than Bank of America bank and still keep those funds safe from creditors. We will discuss jurisdiction selection for both Asset Protection Trusts and accounts.

You will finish the course with a solid understanding of the technology to avoid being vulnerable to the Trustee and the other key players

Remember: TRUST NO ONE: You will finish this course knowing how to avoid being vulnerable to every Player, especially the Trustee. We will play lots of war games to demonstrate how to operate this plan. You NEVER need to trust anybody with your hard earned assets.

You will understand the key issues involved in selecting an asset protection Jurisdiction: likely the Cook Islands or Belize

Once we are done you will know which jurisdiction (Belize or the Cooks) is best for you or your client's needs and why. You may also decide that another jurisdiction such as Saint Lucia is better for you. You will make all of your decisions with your eyes open.

DAY 5: Meet and ask questions to people you would gladly want on your DREAM TEAM if things get tuff. These folks know their stuff.

Already booked are appearances from the President of a top international Bank, a great asset protection litigator who has successfully represented more than 20 of my clients and a skilled estate planner experienced with coordinating asset protection with traditional estate plans.

This course includes

5 interactive live sessions

Lifetime access to course materials

6 in-depth lessons

Direct access to instructor

2 projects to apply learnings

Guided feedback & reflection

Private community of peers

Course certificate upon completion

Maven Satisfaction Guarantee

This course is backed by Maven’s guarantee. You can receive a full refund within 14 days after the course ends, provided you meet the completion criteria in our refund policy.

Course syllabus

Expand all modules

  • Week 1

    Feb 26—Mar 1

    Week dates are set to instructor's time zone

    Events

    • Feb

      26

      THE DUMP: IN THIS SESSION I WILL REVIEW EVERYTHING I KNOW ABOUT ASSET PROTECTION USING THE PERFECT ASSET PROTECTION SLIDE.

      Mon, Feb 26, 11:00 PM - 12:30 AM UTC

    • Feb

      27

      THE PERFECT ASSET PROTECTION PLAN : MEET EVERY PLAYER

      Tue, Feb 27, 11:00 PM - 12:30 AM UTC

    • Feb

      28

      HANDS ON OVERVIEW OF THE PLAN, REVIEW CUSTOMIZED SLIDES AND REVIEW THE KEY PROVISIONS IN THE TRUST AND LLC.

      Wed, Feb 28, 11:00 PM - 12:30 AM UTC

    • Feb

      29

      WAR GAMES: LET'S GET DIRTY AND TALK ABOUT HOW TO STOP THE CONTINGENT FEE LITIGATORS IN THEIR TRACKS.

      Thu, Feb 29, 11:00 PM - 12:30 AM UTC

    • Mar

      1

      MEET YOUR DREAM TEAM. Ask questions and interact with people you want on your DREAM TEAM if trouble comes. Meet TOP LEVEL folks including the President of a solid INTERNATIONAL BANK, A Skilled INTERNATIONAL LITIGATOR, a very experienced INTERNATIONAL ESTATE PLANNE as well as AN INTERNATIONAL ACCOUNTANT who has scores of clients with OFFSHORE ASSET PROTECTION PLANS.

      Fri, Mar 1, 11:00 PM - 12:30 AM UTC

    Modules

    • Free preview

      Day 1 (THE PERFECT ASSET PROTECTION PLAN SLIDE)

    • Free preview

      Day 2 (MASTERING THE PERFECT ASSET PROTECTION SLIDE) REVIEW ROB'S RULES

    • Free preview

      Day 3 PRESENT YOUR PERSONALIZED PERFECT ASSET PROTECTION SLIDE -

    • Free preview

      Day 4 PUTTING THE PLAN TOGETHER, KEY PROVISIONS, JURISDICTION SELECTION

    • Day 5 TAX COMPLIANCE, CORPORATE TRANSPARENCY ACT, COORDINATION WITH ESTATE PLAN,

5.0

(3 ratings)

What students are saying

Meet Rob Your Asset Protection Instructor

Robert Lambert J.D., LL.M., J.S.D.

Robert Lambert J.D., LL.M., J.S.D.

Rob Lambert is the Author of “ASSET PROTECTION TRUSTS:

What They Are, How They Work and Tax Aspects” published by Matthew Bender & Company, Inc. as

part of its Debtor Creditor Law series where he remains a Permanent Contributing Editor. Rob has a Bachelor of Arts in International Economics (summa cum laude) from Claremont McKenna College; a Doctor of Jurisprudence from the University of California; a Masters of Law (taxation and international) from New York University School of Law; and, a Doctor of Juridical Science in Asset Protection from New York University School of Law. He was an Assistant Professor in the

Masters of Taxation program at the University of Southern California and twice voted Techer of the Year. 


In 1992 he opened Asset Protection Corporation on Wall Street doing asset protection consulting full time. After 25 years on Wall Street he moved to Belize and continues to protect people from lawyers and lawsuits


As of the date of this writing, none of his hundreds of client plans have failed or been penetrated. He is married to and tours with country singer Kelli Lidell.

a banker, litigator and estate planner on day 5

a banker, litigator and estate planner on day 5

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Course schedule

FIVE 90 MINUTES SESSIONS ALL IN ONE WEEK

  • Five 90 minute sessions, Monday through Friday

    6:00pm - 7:30pm EST


  • Monday Feb 26th is the first cohort.... limited to 10 members. .

    Monday through Friday at 6pm eastern.

    A no holds barred focused cram down of everything asset protection. You will see the documents, meet the players and do war games and what-if scenarios until your brain explodes. When you are done all of your questions will be answered and you will know asset protection.

Free resource

THE PERFECT ASSET PROTECTION PLAN - In 2021 this course began with this visual depiction of the asset protection process.

This is where it all began. Every image on this slide has profound significance. During this course you will learn the asset protection process. What each image stands for and how it can be modified to customize the plan for you or your client. You will receive the Slide and receive hands on training on how to best modify it when necessary. You will also receive a state-of-the-art current Asset Protection Trust and Offshore LLC as well as an explanation of the key provisions in each. This course gives you the tools to choose to never be vulnerable again.

Learning is better with cohorts

Learning is better with cohorts

Active hands-on learning

This course builds on live workshops and hands-on projects

Interactive and project-based

You’ll be interacting with other learners through breakout rooms and project teams

Learn with a cohort of peers

Join a community of like-minded people who want to learn and grow alongside you

Frequently Asked Questions

What happens if I can’t make a live session?
I work full-time, what is the expected time commitment?
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