Asset Protection, Tax & Estate Planning Course

Premium Video Course | taught by Protect Wealth Academy

Course description

Protect Wealth Academy Premium Online Education

This Online Workshop is designed to teach you cutting-edge strategies for linking lawsuit protection and wealth creation with the latest income tax and estate planning laws. This life-changing course will assist you in customizing and implementing an asset protection legal structure for your personal and business assets. Come learn from the nation’s leading attorneys on Asset Protection, Tax Reduction, Estate Planning & Wealth Creation.


  • Run your business for maximum asset protection
  • Lower your income taxes in the current year
  • Separate high-risk assets from the rest of your estate
  • Slash capital gains tax to “0” when you sell stocks, real estate, or your business
  • Reduce or eliminate estate taxes & probate fees completely
  • Legally deduct 100’s of business expenses
  • Build credit within your business without relying on personal credit
  • Use retirement funds to build your business or invest in real estate
  • Create & maintain your own business entities, such as Corporations, LPs and LLCs
  • Create and properly fund your own Revocable Living Trust

"I am very impressed with the enthusiasm, knowledge, teaching skills and passion of the speakers. I learned way more than I had expected!" (Kenneth V., Waterville, ME)

The content provided in the session will be helpful for all the individuals, entrepreneurs and families who want to get control over their wealth and sleep soundly at night. (Robert Z., Cornelius, NC)

You had so many golden nuggets in the material you provided and I can apply immediately. My chat with an attorney resulted in a lengthy to-do list to fix our existing entities. (Krystine R., Coventry, CT)

Incredibly helpful in learning ways to place assets and protect them from lawsuits, probate and taxes. I will be implementing what I learned over the next few months. (Emily B. H. Hingham, MN)

Protect Wealth Academy
Protect Wealth Academy

Course Curriculum

What is Asset/Lawsuit Protection Planning? FREE
Lawsuit Epidemic FREE
Legal Work: Do it Myself or Hire a Professional? FREE
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Basic Tax Reduction Strategies
Tax Reduction Intro FREE
Income Tax Avoidance Strategies
Tools to Eliminate Estate Taxes & Probate
Tax Reduction Business Setup FREE
Corporate Structure - Ease of Doing Business
Corporate Structure - Centralized Management
Corporate Structure - Limited Liability?
Tax Perks of a Corporation
Corporate Tax Advantages
The Proper Use of Corporations
S vs. C Corporations
Probate & Estate Tax Avoidance Strategies
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Advanced Tax Reduction Strategies
Taxation - Family Limited Partnership
Capital Gains Avoidance
Corporate Stucture - Transferability of Interests
Estate Taxes
Nevada vs. Domestic Corporations
Reducing Estate Taxes with a Limited Partnership - Example
Corp Types - Professional Corporations
Corporate Liability Protection - 11 Major Mistakes
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Asset Protection Basics
Introduction to Limited Partnerships FREE
Limited Partnership Basics FREE
Fraudulent Conveyance FREE
How to Separate Assets
Charging Order: How Limited Partnerships & LLC's Discourage Lawsuits
Charging Order: The Revenge Clause Ruling 77-137
Inside vs. Outside Lawsuit/Risk
How Many Limited Partnerships or LLC's Do You Need?
General Vs. Limited Partners
Assets to Leave Out of an LLC or LP
Introduction to LLC's FREE
Land Trusts
Liability Insurance FREE
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Estate Planning
Intoduction to Trusts FREE
Revocable Vs. Irrevocable Trusts FREE
The Revocable Living Trust
Joint Tenancy- The Financial Kiss of Death
Living Trust Examples
Living Trust Features & Advantages
Irrevocable Life Insurance Trust (ILIT)
Charitable Remainder Trusts (CRT)
Family Foundations
Land Trusts
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Case Studies
Introduction to Case Studies FREE
Case Study 1 - Married Couple, Small Estate, Low Risk
Case Study 2 - Married Couple, Small Estate, Medium Risk
Case Study 3 - Single Person, Medium Estate, Low Risk
Case Study 4 - Single Person, Real Estate Investor, High Risk
Case Study 5 - Married Couple, Small Estate, High Risk
Case Study 6 - Married Couple, Medium Estate, High Risk
Case Study 7 - Married Couple, Medium Estate, High Risk
Case Study 8 - Married Couple, Large Estate, High Risk
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My Estate Plan
Application: Steps For Setting Up Your Estate Plan
What Entity Do I Start With?
How To: Legal Forms Software
Maintaining Your Legal Entities
Establishing Relationships Between Entities
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Webinar Archives
Asset Protection for Veterans - Barry Siegel, JD
Tax Reduction Strategies- Scott Estill, JD
Buying Real Estate From Bankruptcy- Manny Singh, JD
Legally Exempt Alternative to Obamacare- Thomas Butler FREE
Ancillary Documents to the Living Trust - Clint Coons, JD
Asset Protection for the Real Estate Investor - Don Pendleton
Avoiding the Next Market Crash - Mark Larson
The Bankers Code - George Antone
Blueprint of Your Estate - Scott Soelberg, JD
Building Business Credit - Toby Mathis, JD
Charitable Remainder Trust (CRT) & Family Foundations - GK Mangelson, CFP
Charitable Remainder Trusts (CRT) & Family Foundations - GK Mangelson, CFP
Convert Your Income Taxes Into Retirement Savings - NIck Paleveda, JD, LLM
Create & Fund Your Living Trust - GK Mangelson, CFP
Ethical Issues of Asset Protection - Don Pendleton, President Protect Wealth Academy FREE
Steps for Setting Up Your LLC or FLP - Don Pendleton, President
How to Earn Safe High Yields in a Deflationary Environment - Jordan Goodman
How to Properly Form a Corporation - Don Pendleton
Identity Theft Asset Protection - Alex Gardner FREE
Last Minute Tax Strategies - Scott Estill, JD
Legal Pitfalls in Buying or Selling a Business - Steve Sumsion, JD
Medi-Cal Planning & Nursing Home Spend Down - Jum Manuel
Asset Protecting Oil & Gas Investments - Clint Coons, JD
Passive Income/Turnkey Real Estate Investing - Aaron Adams
Pitfalls in Creating Your Own Estate Plan - Clint Coons, JD
Prenuptial Asset Protection Planning - Cole Cannon, JD
Proper Accounting to Maintain a Strong Asset Protection Structure - Rob McConnell, CPA
Properly Maintaining a Corporation - Michael Bowman, JD
Protecting Your Personal Residence - Don Pendleton
How to Lower Your Risk of an IRS Audit
Selecting the Best Tax Method for Your Business - Dale West
Savvy Social Security Planning - Harold Goldman
Sources of Lawsuits - Robert Bluhm, JD
Stock Market Investing as a Business - Michael Bowman, JD
The Basics of Income Tax Reduction - Don Pendleton
Asset Protection & Tax Relief for Investors- Michael Bowman, JD
Tax Reduction Strategies - Patrick James
Tax Considerations for Oil & Gas Investments - Scott Estill, JD
The ABC's of Asset Protection Planning - Howard Neiswender, JD
The Art of the Deal Raising Capital - Kwame Granderson, JD
The Father of Asset Protection - Jay W. Mitton, MBA, JD
The "Ultimate" Asset Protection Tool - Nick Paleveda, MBA, JD, LL.M
Winning Financial Strategies for Volatile Markets - Harold Goldman
Year End Asset Protection & Tax Planning - Greg Boots, JD
Asset Protection Planning During Retirement Years: Medicaid Eligibility Planning - Barry Siegel, JD FREE
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