Basic Asset Protection and Privacy Planning

This presentation will walk through four hypothetical client fact patterns, intended to mirror types of clients that a professional might encounter, and will discuss practical asset protection and privacy considerations that a professional should consider when encountering a similar fact pattern. Topics will include: the use of basic estate planning to protect assets, planning using irrevocable trusts, the use of domestic asset protection trusts and other types of asset and privacy protection strategies. Learning objectives:  Participants will become familiar with basic asset protection strategies to assist them in mitigating risk  Participants will become familiar with structuring transactions so as to maximize client privacy  Participants will learn how to identify issues in given fact patterns that may suggest a client should utilize asset protection and privacy planning

Super CEvent 10.19.22 What’s Keeping You Up at Night?

Samuel DiPietro

Associate, Husch Blackwell

Samuel brings a detail-oriented mindset, the capacity to make complex concepts easy to understand, and a collaborative attitude to his work for high-net-worth clients. A certified public accountant, Samuel holds two advanced degrees in taxation and specializes in the design and implementation of advanced estate planning concepts and U.S. and international tax structuring matters for high-net-worth individuals and their businesses. Prior to attending law school, he was a tax associate at a leading global accounting firm, where he focused on U.S. and International tax compliance matters. While in law school, Samuel served as an extern at the Internal Revenue Service, Office of Chief Counsel, Large Business & International Division. Samuel takes a holistic approach to each client, employing strategies to maximize available tax benefits and safeguard generational wealth. He is also heedful of other concerns high-net-worth individuals and groups have, such as asset protection strategies, limiting liability exposure, business succession planning and other areas many of which are often unrelated to financial matters. www.HuschBlackwell.com samuel.dipietro@huschblackwell.com

LIFE INSUR ANCE Advice as a CFP® Professional

New CFP® Practice Standards require life insurance product recommendations be in the Clients Best Interest, but regulations governing decision-support from life insurance agents, brokers, insurers and outside insurance desks (OIDs) omit the very information needed for Best Interest determinations. Life insurance is the last, largest, most-neglected, and worst-performing asset relative to client expectations, now in desperate need of attention and management. CFP® Professionals are the natural source for such advice if/when new CFP® Practice Standards are applied to life insurance product recommendations. Learning Objectives  Understand the different types of life insurance and which products best match which client objectives according to fiduciary principles.  Learn how to evaluate when a life insurance product recommendation is/ isn't in a client's best interest under New CFP® Practice Standards.  Recognize legitimate uses of & questionable practices in the decisionsupport information received from agents, brokers, insurers and outside insurance desks (OIDs).

Super CEvent 10.19.22 What’s Keeping You Up at Night?

Barry D. Flagg, CFP®, CLU, ChFC, GFS®, AEP® Founder, Veralytic

Barry D. Flagg is the inventor and founder of Veralytic®, the leading online publisher of life insurance pricing and performance research and product competitiveness ratings. Veralytic is the result of his unique background in both the fiduciary investment business where he became the now oldest, youngest Certified Financial Planner (CFP®) in history, and as a life insurance expert consistently recognized in the top 1% of the industry. He is renowned for applying Prudent Investor Principles to life insurance product selection or retention and portfolio management As a result, he serves as sub-advisor to thousands of irrevocable life insurance trusts (ILITs) as well as RIAs and wealth managers, is a regular contributor to Forbes for articles about life insurance, leads curriculum development and instruction for Applied Fiduciary Practices involving life insurance for The Center of Board Certified Fiduciaries at Wake Forest University, and serves as volunteer to the CFP Board Professional Standards and Legal Department for complaints involving life insurance. Barry has authored numerous articles for national publications on the management of life insurance as an asset according to established and proven asset management principles and frequently teaches continuing education courses about same to attorneys, CFP®s, CPAs, and CTFAs. Barry’s speaking and writing includes addressing the national conferences of the AICPA Personal Financial Planners (PFP), Ernst & Young Annual Family Office Accounting & Tax Education, Fi360, Financial Planning Association (FPA), Grant Thornton, Holland & Knight, HSBC Bank/WTAS, Notre Dame Tax Institute, the Academy of Financial Services (AFS), and many of the largest independent distributors of life insurance in the U.S. He has also been published by the ABA, AICPA, CCH, Fiduciary & Investment Risk Management Association (FIRMA) and Trust & Estates, cited by ALI/ABA reference text, guest lectured at Leadership Bootcamp for Life Insurance Stewards at West Point, Stetson Law, Texas Tech University and the Wall Street Academy, and appeared on national internet radio shows for a number of the largest insurers in the U.S.

Barry is also a Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and Cum Laude graduate of the W. Paul Stillman School of Business at Seton Hall University. Barry has been on the CFP Board’s Disciplinary and Ethics Commission, an adjunct faculty member of the College for Financial Planning, recognized in Who’s Who in Finance and Industry and Outstanding Young Man of America, and is a member of the Society of Financial Service Professionals (SFSP), the Financial Planning Association (FPA), the National Association of Insurance and Financial Advisors (NAIFA), the Million Dollar Round Table (MDRT), and the Beta Gamma Sigma National Scholastic Honor Society. www.veralytic.com/home.aspx

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