University of Miami | School of Law

Featured Session: Fundamentals Program - Asset Protection Planning

Gideon Rothschild

Keeping it all in the Family: Asset Protection Planning
No longer is asset protection limited to offshore strategies. This presentation will examine the techniques and legal strategies utilized to obtain maximum wealth protection, including exemption planning, limited liability entities, third party trusts and self-settled trusts (domestic and offshore). The discussion will include the income, estate and gift tax consequences of utilizing such strategies and an analysis of fraudulent transfer principles, ethical considerations, and case law developments.

Fundamentals Program, Wednesday, January 27th
(2:00 p.m. – 5:20 p.m.)

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Headquarters Hotel
World Center Marriott

Hotel Information
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HEADQUARTERS HOTEL Institute Location All hotel rates are subject to availability
	Orlando World Center Marriott Resort & Convention Center 8701 World Center Drive Orlando, Florida 32821 Conference Rate: $236 (single/double) To make reservations online, click on above link and confirm conference rate & group code: HEKHEKA Cut-Off Date: January 1, 2010 Reservations: 800-564-3181

TWO BEDROOM VILLAS ON THE WORLD CENTER GOLF COURSE Short walk to Headquarters Hotel
	Sabal Palms 8805 World Center Drive Orlando, Florida 32821 Conference Rate: $239 Cut Off Date: December 13, 2009 Reservations: 800-850-6674 ext. 6520

	Royal Palms 8404 Vacation Way Orlando, Florida 32821 Conference Rate: $239 Cut Off Date: December 13, 2009 Reservations: 800-850-6674 ext. 6520 Karen Kirkendall

MARRIOTT VILLAGE AT LAKE BUENA VISTA Complimentary Institute shuttle daily to and from Institute (2 miles away)
	Courtyard Orlando Lake Buena Vista King Bed or Two Queen Beds 8623 Vineland Avenue Orlando, Florida 32821 Cut Off Date: January 1, 2010 Conference Rate: $182 Reservations: 877-682-8552

	Spring Hill Suites Orlando Lake Buena Vista King Bed or Two Queen Beds 8601 Vineland Avenue Orlando, Florida 32821 Cut Off Date: January 1, 2010 Conference Rate: $182 Reservations: 877-682-8552