Materials alone do not qualify for
CLE credit.
Advanced Asset
Protection from Oklahoma
Area 51 – Next-Wave Protection Planning
In the remote Nevada desert, close to the dry bed of
Groom Lake, is a place called Area 51,
once called “the most famous military installation in the
world that doesn’t officially exist.” There,
since 1955, U.S. military and security organizations have
clandestinely developed and tested
next-wave weapon systems and platforms. UFO sightings
have coincided with Area 51 testing
of experimental aircraft moving at several times the
speed of sound through the Nevada night
sky. Rumors that the Oklahoma Family Wealth Preservation
Trust was developed in Area 51,
while not true, are understandable.
Learning objectives:
• The
Preservation Trust as the flagship of the estate plan
• When
using a Preservation Trust may constitute a “best practice” when estate planning
for . . .
o The
Oklahoma family farm or ranch
o The
client active in, or retiring from, a high-risk profession
o The
family business enterprise
o Inherited
IRA creditor protection (see-through, or accumulation)
Materials alone do not qualify for
CLE credit.