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The Lexicon of Asset Planning, with Bernard "Buz" Eizen

October 2, 2018

FG's own Buz Eizen will present a CPE seminar on October 2, 2018 titled "The Lexicon of Asset Protection Planning."


  1. The Purpose of Asset Protection Planning:
  2. Asset Protection Techniques
  3. Ownership options
  4. Other risk hedging/preservation techniques
  5. Asset Protection in the Estate Plan
  6. Physical and Security Risks
  7. Selected Use of Asset Protection Trusts to Conserve State and Local Taxes


Haefele, Flanagan & Co., PC
1000 South Lenola Road
Building 2, Suite 200
Maple Shade, NJ 08052

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