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Jana L. Simons and Alan K. Davis

About this Webinar

Overview

This presentation will begin with an overview of asset protection under Texas Law. This will include a brief description of the various types of assets that are per se protected and how to seamlessly protect the vast majority of property. With that foundation, we will move to a discussion on the various types of creditors. The presentation will then discuss common client concerns and how to understand them and the risks presented. We will spend time contemplating the various mechanisms available to clients to protect their property and which strategies are appropriate for different asset classes. Such mechanisms may include entity planning, trust planning, insurance, etc. Finally, we will examine how to analyze unique client risks and how to lead a discussion on this topic with clients.

Key Topics

Analysis and evaluation of risk exposure relevant to various assets.

Explain the risk management process and fundamentals of asset protection planning.

Provide examples of risk management techniques available.

Apply asset protection measures to various asset classes.

Details

Course Level: Overview
Prerequisite: None
Cost: Free

CPE and MCLE Credit Info:
Course Number: 174271946
CPE Credit: 1.20 Hrs.
MCLE Credit: 1.00 Hr.

CFP Credit Info:
CFP Program ID: 334484
CFP Credit: 1.00 Hr.

About the Speakers

Jana L. Simons, J.D., LL.M., CFP®

Associate

Jana represents individuals and multi-generational families. She primarily focuses on tax planning, drafting complex wills and trusts, implementing wealth preservation strategies, and charitable giving. Jana emphasizes helping clients achieve their objectives by designing creative and functional solutions tailored to their specific goals—whether it involves business establishment or reorganization, or facilitating the administration of a trust or estate.

Jana draws from a vast breadth of experience in her law practice. Prior to joining the firm, she managed a large horse ranch and cultivated successful real estate and insurance practices. Jana’s business-focused background allows her to understand her clients’ concerns and employ a practical approach to tax, estate, and business planning issues.

Jana is admitted to practice in Texas. She is a Certified Financial Planner, CFP® and is Board Certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization.

Read her full bio here. You can contact Ms. Simons at 214-744-3700 or by email at jsimons@meadowscollier.com.

Alan K. Davis, J.D., CPA

Partner

Alan is Board Certified in Estate Planning and Probate Law and is an American College of Trust and Estates Counsel Fellow (ACTEC). He maintains his CPA license. He represents clients in all phases of business planning, estate planning, and probate. Alan’s expertise is focused on designing and implementing plans to accomplish his clients’ objectives regarding the disposition of their estate, as well as taking maximum advantage of the credits and exemptions provided under the Internal Revenue Code for federal estate and gift taxes. His estate planning practice is devoted to creatively reducing the extent to which an estate is subject to estate taxes.

In the area of probate law, Alan represents executors in the administration and settlement of estates, in addition to preparing estate and inheritance tax returns on both the federal and state level.

Alan frequently speaks on numerous federal tax matters involving businesses, individuals, and estates.

Read his full bio here. You can contact Mr. Davis at 214-744-3700 or by email at adavis@meadowscollier.com.

About Meadows Collier

At Meadows Collier, we are dedicated to supporting continuing education of Dallas tax professionals including CPA’s, CFPs, and legal experts. We offer free monthly webinars and presentations that provide CPE, MCLE, and CFP credits where applicable. Most firm lawyers hold an LL.M. in Taxation and/or are Board Certified in Tax Law by the Texas Board of Legal Specialization. These free webinars cover a wide array of topics relevant to CPAs, business leaders, legal professionals, and tax specialists. Our webinar topics include federal and state tax updates, IRS enforcement and initiatives, estate planning, corporate tax issues, tax controversy and litigation, and more. Stay informed about the latest developments and gain valuable knowledge from industry leaders. Sign up today to enhance your expertise and navigate the evolving economic landscape with confidence. Dallas tax professionals can rely on Meadows Collier for high quality continuing education.

Founded in 1983, Meadows Collier is a nationally recognized law firm based in Dallas, Texas, specializing in all areas of taxation. Our expertise spans a wide range of complex tax and business matters, including federal and state tax issues, white-collar criminal defense, government regulatory defense, cryptocurrency and digital asset management, wealth planning, corporate law, real estate transactions, and other commercial legal needs. We represent both businesses and individuals in high-stakes litigation, providing solutions for the most challenging tax situations. Dallas tax professionals trust Meadows Collier for comprehensive legal support and expert tax solutions.