Program Details
2026-09-14 14:30:00
Over 1,000+ webinars
Course Overview
2026-09-14 14:30:00
2h CLE Credits
Intermediate
2
2:30 pm - 3:30 pm ESTThis session teaches estate planning attorneys how and when to offer profit by offering offshore asset protection trusts for clients who cannot rely on domestic planning. The presentation confronts the principal misconceptions that keep many attorneys out of this practice area, including perceived tax evasion and fraudulent conveyance exposure concerns.
Jonathan Alper
Matthew Smith 3:40 pm - 4:40 pm ESTThe course provides a roadmap for attorneys to establish offshore trusts with offshore trustee companies. The course will explain key trust provisions, how to get though trustee due diligence, ongoing trust administration, asset transfers, offshore bank accounts and U.S. tax reporting. You will gain knowledge and confidence to establish your first offshore asset protection trust.
Gideon AlperMatthew Smith
Guy CarsonJon Alper is the founding partner of Alper Law, a Florida asset protection law firm, and a nationally recognized authority on asset protection, offshore trusts, and Florida homestead law. He has practiced Florida asset protection law since 1991 and works with clients nationwide. Jon Alper and partner Gideon Alper design and implement Cook Islands trusts for clients throughout the United States. Alper Law maintains a pure law practice: the firm does not sell investments, insurance, or packaged asset protection programs.
Gideon Alper is a partner at Alper Law, a preeminent Florida asset protection law firm, and he is a nationally recognized expert on Cook Islands trusts, offshore LLCs, and foreign asset protection trusts. He advises clients throughout the United States on offshore trust and domestic asset protection planning. Gideon Alper and founding partner Jon Alper design and implement Cook Islands trusts for clients nationwide. Alper Law has structured offshore and domestic asset protection plans since 1991, and asset protection is the firm’s exclusive practice.
Guy Carson is the Head of Banking and Investment at Southpac Group, where he manages the company’s relationships with its investment advisors and banking partners. He works directly with clients to connect them with banking and investment arrangements suited to their specific needs.
Matthew Smith is the Director of Business Development at Southpac Group and a director of the company. A dual-qualified UK/NZ lawyer, he is focused on growing Southpac’s profile, product range, referrer base and business throughout the world, and he is an advocate for the international financial services industries in the Cook Islands and Nevis.
Jon Alper is the founding partner of Alper Law, a Florida asset protection law firm, and a nationally recognized authority on asset protection, offshore trusts, and Florida homestead law. He has practiced Florida asset protection law since 1991 and works with clients nationwide. Jon Alper and partner Gideon Alper design and implement Cook Islands trusts for clients throughout the United States. Alper Law maintains a pure law practice: the firm does not sell investments, insurance, or packaged asset protection programs.
Gideon Alper is a partner at Alper Law, a preeminent Florida asset protection law firm, and he is a nationally recognized expert on Cook Islands trusts, offshore LLCs, and foreign asset protection trusts. He advises clients throughout the United States on offshore trust and domestic asset protection planning. Gideon Alper and founding partner Jon Alper design and implement Cook Islands trusts for clients nationwide. Alper Law has structured offshore and domestic asset protection plans since 1991, and asset protection is the firm’s exclusive practice.
Guy Carson is the Head of Banking and Investment at Southpac Group, where he manages the company’s relationships with its investment advisors and banking partners. He works directly with clients to connect them with banking and investment arrangements suited to their specific needs.
Matthew Smith is the Director of Business Development at Southpac Group and a director of the company. A dual-qualified UK/NZ lawyer, he is focused on growing Southpac’s profile, product range, referrer base and business throughout the world, and he is an advocate for the international financial services industries in the Cook Islands and Nevis.
Requirements
The Alabama State Bar MCLE Commission requires attorneys to complete 12 credits, including 1 ethics, by December 31 of each year. All credits must be reported by February 15 of the following year. A maximum of 12 credits, including 1 ethics credit, may be carried over for 1 year only.
Formats
