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September 20 2017 - Morning Education Meeting
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9/20/2017
When: Wednesday, September 20, 2017
8:30 AM - 10:00 AM
Where: New York University - Midtown Center (across from Bryant Park)
11 West 42nd Street (Between 5th and 6th Avenue)
Room:1027
New York, New York 
United States


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Date: Wednesday, September 20, 2017

Time: 8:30 AM - 10:00 AM

Location:
New York University - Midtown Center (across from Bryant Park)
11 West 42nd Street (Between 5th and 6th Avenue) 
Room: 1027
New York, NY

Topic: Recent Developments in Asset Protection

Speaker:
Gideon Rothschild, JD CPA - Moses & Singer

Program Description: 

Gideon will speak about developments in asset protection. This includes making sure clients do not have creditor protection without engaging in fraud.

Learning Objective: 

-Consumer protection laws
-Estate planning documents – Using trusts for creditor protection

Level of Complexity: Intermediate

 

Credits:
Applying for 1.5 CFP® CE credits with the CFP Board. You can also earn 1.5 CPE credits for NY licensed CPAs.

Registration Fees:
FPANY Member - Free
Non-FPANY Member - $50
NYU Student - Free (Please contact us at admin@fpany.org to register.)

About Our Speaker:
Gideon Rothschild is a partner with the New York City law firm of MOSES & SINGER LLP, where he co-chairs the Trusts & Estates and Wealth Preservation Group. He focuses his practice in the areas of domestic and international estate planning techniques for high net worth clients and is a nationally recognized authority on wealth preservation and offshore trusts. Mr. Rothschild is a past Chair of the Real Property Trust & Estate Law Section of the American Bar Association, a Fellow of the American College of Trust and Estate Counsel and Academician of The International Academy of Trust and Estate Lawyers. He is a past Chair of the New York Chapter of the Society of Trust and Estate Practitioners (STEP) and a vice-chair of its US region. Mr. Rothschild is the co-author of the BNA Tax Management portfolio on Asset Protection Planning and a member of the Advisory Boards of BNA’s Tax Management and Trusts and Estates. Mr. Rothschild is also licensed as a Certified Public Accountant and Certified Financial Planner.



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