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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.)


Hotel Information
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HEADQUARTERS HOTEL

Institute Location

 

All hotel rates are subject to availability

 

hotel00

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

 

 

 

 


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