By many standards, the U.S. is the world’s most litigious society. Learn how to put your clients in a better position to survive a lawsuit. Offshore Asset Protection is often the best way to protect assets from frivolous claims and lawsuits. This course will cover how to use a multitude of jurisdictions such as the Cook Islands, Saint Kitts and Nevis, Switzerland, and Belize to protect your client’s assets.
Key topics to be discussed:
What is Offshore Asset Protection, what is the purpose, and why do we need it?
Types of Offshore Asset Protection (Trusts, LLC's, & offshore banking)
Selecting the right Jurisdictions (We will explore the Cook Islands, St. Kitts and Nevis, Belize, Panama, Cayman Islands, and Swiss Banking)
Assets that can be protected including cash, stocks, real estate, businesses, and cryptocurrency
Date: January 26, 2023
Blake Harris | Blake Harris Law
Blake Harris is the founding principle at Blake Harris Law, where he assists clients throughout the world with Asset Protection. Blake’s extensive experience helping families protect their property has made him well regarded as an authority in handling the difficult and sensitive issues surrounding asset protection planning.
Before Blake Harris Law, Blake worked for one of the nation’s largest wealth management firms, where he helped high-net-worth and ultra-high-net-worth clients protect their assets.
Blake founded Blake Harris Law because he is passionate about helping families protect their wealth and pass it to the next generation. Not only does he value building long-lasting client relationships, he also strives to provide each client with peace of mind about their assets.
In addition to his active practice, Blake also strives to share his in-depth knowledge to help other professionals advance in their careers. Across the nation, Blake has given numerous presentations and continuing education lectures on asset protection and estate planning to CPAs, financial advisors, and other attorneys. Blake has been quoted in state-wide and national publications, such as ABC, NBC, CBS, Fox News, The Denver Post, and Market Watch, and he has been named a “Rising Star” for 2020, 2021, and 2022 by Super Lawyers Magazine. Blake is also the author of the book “Asset Protection, How to Protect Your Property from Lawsuits”.
Blake graduated in 2007 with a degree in Finance from the University of Florida and received a Juris Doctorate in 2010 from the University of Florida Levin College of Law, a top-tier law school.
Blake is the founder of the Blockchain Asset Protection Council and an active member of the American Bar Association and International Bar Association. Blake has been a member in good standing of the Florida Bar since 2010 (Florida Bar number: 86486) and the Colorado Bar since 2013 (Colorado Bar number: 45942).
Outside of work, Blake enjoys traveling and spending time with family.
I. What is Offshore Asset Protection, what is the purpose, and why do we need it? | 12:00pm – 12:15pm
II. Types of Offshore Asset Protection (Trusts, LLC’s, & offshore banking) | 12:15pm – 12:30pm
III. Selecting the right Jurisdictions (We will explore the Cook Islands, St. Kitts and Nevis, Belize, Panama, Cayman Islands, and Swiss Banking) | 12:30pm – 12:45pm
IV. Assets that can be protected including cash, stocks, real estate, businesses, and cryptocurrency | 12:45pm – 1:00pm