National Business Institute Eight-Hour Courses
The Use of Trusts in Asset Protection Planning, Teleconference |
June 19, 2008 |
Demystifying Asset Protection Vehicles, Irvine, CA |
March 13, 2008 |
Demystifying Asset Protection Vehicles, Los Angeles, CA |
March 12, 2008 |
Demystifying Asset Protection Vehicles |
December 10, 2007 |
Essential Asset Protection Techniques and Strategies |
November 13, 2007 |
An Attorney's Guide to Asset Protection, Fresno, CA |
October 1, 2007 |
An Attorney's Guide to Asset Protection, Oakland, CA |
October 2, 2007 |
An Attorney's Guide to Asset Protection, Milpitas, CA |
October 3, 2007 |
An Attorney's Guide to Asset Protection, Sacramento, CA |
October 4, 2007 |
Asset Protection, Santa Barbara, CA |
September 24, 2007 |
Asset Protection Techniques for the Physician Client, San Diego, CA |
July 23, 2007 |
Advanced Estate Planning and Asset Protection Techniques, Sacramento, CA |
January 11, 2007 |
Advanced Estate Planning and Asset Protection Techniques, San Diego, CA |
January 5, 2007 |
Advanced Asset Protection Strategies, Milpitas, CA |
October 17, 2006 |
Advanced Asset Protection Strategies, San Diego, CA |
October 10, 2006 |
Advanced Asset Protection Strategies, Las Vegas, NV |
September 18, 2006 |
Advanced Asset Protection Strategies, Phoenix, AZ |
August 23, 2006 |
Advanced Asset Protection Strategies, Irvine, CA |
June 7, 2006 |
Asset Protection in California: Two Points of View - From the Planning Counsel and Creditor Counsel Perspective, Los Angeles, CA |
September 1996 |
Family Limited Partnerships in California - The Estate Planning Tool of the ‘90s, Anaheim, CA |
April 1996 |
Asset Preservation Techniques in California - Planning Strategies to Reduce Risk and Increase Protection, Anaheim, CA |
August 1995 |
Institute for International Research (IIR)
The 3rd Annual Family Office Management & Tax and Estate Planning Conference, Coral Gables, FL |
Jan 30 - Feb 1, 2006 |
Advanced Tax Strategies: Optimal Tactics for Trust Establishment and Multi-Generational Estate Plans, Chicago, IL |
June 6-8, 2005 |
Marketing to the Newly Affluent - Passing the Family Wealth on Through the Generations, San Francisco, CA |
July 2001 |
Offshore Life Insurance & Annuities - Advance Planning Primer, Bahamas |
November 2000 |
The 7 th Annual Family Forum - Advance Estate Planning Techniques with a Multi-Generational Focus, Chicago, IL |
June 2000 |
Client Servicing and Marketing to the Newly Affluent - Raising Client Awareness on Protecting Newly Acquired Wealth, New York, NY |
April 2000 |
Offshore Trust for the Private Client - Utilizing Offshore Life Insurance, Miami, FL |
April 2000 |
Offshore Life Insurance & Annuities - From Succssful Product Design to Sophisticated Planning, Bahamas |
January 2000 |
Offshore Life Insurance & Annuities - Entering the Offshore Annuities Market Place – a Nuts and Bolts Primer, New York |
November 1999 |
The Seminar Group Eight-Hour Courses
Advanced Asset Protection Strategies, Los Angeles, CA |
May 25, 2006 |
Advanced Asset Protection Strategies, Seattle, WA |
December 7, 2006 |
California Society of CPA's Discussion Groups and Technical Committees
East San Gabriel Valley Area Discussion Group, Covina, CA - The Foreign Piggy Bank: International Asset Protection Trusts |
August 21, 2008 |
East San Gabriel Valley Area Discussion Group, Covina, CA - Death of Asset Protection & Estate Planning As We Know It |
September 20, 2007 |
East San Gabriel Valley Area Discussion Group, Covina, CA - Advanced Asset Protection |
May 18, 2006 |
Business Manager's Committee, Los Angeles - IDITs: Intentially Defective Insurance Trusts |
May 17, 2006 |
Inland Empire Chapter, Taxation Committee - Multi-Generational Asset Protection Planning |
December 7, 2005 |
Whittier Area Discussion Group - Advanced Planning Strategies |
November 10, 2005 |
Inland Empire Chapter, Personal Financial Planning Committee - Dynamic Dynastic Estate Planning Techniques |
October 19, 2005 |
Pasadena Area Discussion Group - The Family Tree of Life |
September 26, 2005 |
Business Manager's Committee, Los Angeles - Planning For All Generations |
September 21, 2005 |
Inland Empire Chapter, Victorville/Barstow Discussion Group - The Flexible/Inflexible Trust |
September 1, 2005 |
San Gabriel Valley Discussion Group – Estate Planning in Full |
June 22, 2004 |
West San Fernando Valley Discussion Group – Estate Planning in Full |
June 22, 2004 |
Pasadena Discussion Group – Asset Protection Planning for IRAs |
September 15, 2003 |
San Gabriel Valley Discussion Group – FLP Entity Integration |
June 18, 2003 |
West San Fernando Valley Discussion Group – Asset Protecting IRAs |
June 18, 2003 |
Hollywood/Beverly Hills Discussion Group – Offshore Investment Structures |
November 9, 2001 |
Pasadena Discussion Group – Tax Aspects of Asset Protection Planning |
October 29, 2001 |
Pasadena Discussion Group – Offshore Tax & Asset Protection Techniques |
July 23, 2001 |
Hollywood/Beverly Hills Discussion Group – Asset Protection Update |
September 29, 2000 |
Pasadena Discussion Group – Family Limited Partnerships |
September 23, 1996 |
Long Beach Area Discussion Group – Family Limited Partnerships |
February 21, 1996 |
San Fernando Valley Tax Workshop – Asset Preservation Planning |
September 18, 1993 |
American Institute of CPAs (AICPA) Eight-Hour Courses
Asset Protection Techniques – Salt Lake City, UT
Asset Protection Techniques – Jackson Hole, WY |
December 5, 1995
August 25, 1995 |
American Association of Attorney/CPA
National Fall Meeting - Are Foreign Asset Protection Trusts Truly Tax Neutral? San Diego, CA |
November 2004 |
National Fall Meeting - Offshore Asset Protection and Tax Planning Strategies, Austin, TX |
November 2000 |
AICPA Continued Education Program
Eight-Hour Courses
Licensed by the AICPA and Co-Sponsored by State Societies of CPAs
(Courses Authored by Alan Eber and Presented by other speakers)
Offshore Asset Protection and Tax Planning Strategies:
AZ, CO, LA, NY, OH, WA |
1999-2002 |
Today’s Hottest Device in Estate Planning – Family Limited Partnerships : OR, AL, GA, IL, MN, SC, IA, DC, TN, SD, VA, UT, LA, KY, WA, MT, IN, OK, OH, KS, NV, NJ, WI, AR, RI, NC |
1996-1999 |
Arizona Society of CPAs Eight-Hour Courses
Asset Protection Techniques |
July 16, 1996 |
Asset Protection Techniques |
August 3, 1995 |
California CPA Education Foundation
Eight-Hour Courses/Conferences
Personal Offshore Strategies for Asset Protection and Tax Planning – Burbank |
November 2, 2001 |
Personal Offshore Strategies for Asset Protection and Tax Planning –
San Francisco |
September 20, 2001 |
Asset Protection Techniques: Preserving Wealth and Minimizing Taxation |
January 17, 2001 |
Offshore Strategies for Asset Protection and Tax Planning |
November 1, 2000 |
Asset Protection Techniques: Preserving Wealth and Minimizing Taxation |
October 20, 2000 |
Offshore Strategies for Asset Protection and Tax Planning |
September 27, 2000 |
Asset Protection Techniques: Preserving Wealth and Minimizing Taxation |
September 26, 2000 |
Protecting and Preserving Wealth in the Next Millennium |
December 14, 1999 |
International Tax Conference |
November 10-11, 1999 |
Tax Strategies for the High Income Individual |
October 19-20, 1999 |
Protecting and Preserving Wealth in the Next Millennium |
October 8, 1999 |
Protecting and Preserving Wealth in the Next Millennium |
September 14, 1999 |
Protecting and Preserving Wealth in the Next Millennium |
June 1, 1999 |
Tax Strategies for the High Income Individual |
November 6, 1998 |
Tax Strategies for the High Income Individuall |
November 3, 1998 |
Tax Strategies for the Closely Held Business |
November 2, 1998 |
Asset Protection Techniques: Preserving Wealth and Minimizing Taxation |
August 26, 1998 |
Asset Protection Techniques: Preserving Wealth and Minimizing Taxation |
July 16, 1998 |
Asset Protection Techniques: Preserving Wealth and Minimizing Taxation |
July 6, 1998 |
Asset Protection Techniques: Preserving Wealth and Minimizing Taxation |
May 21, 1998 |
Personal Offshore Strategies for Asset Protection and Tax Planning |
December 3, 1997 |
Asset Protection Techniques: Preserving Wealth and Minimizing Taxation |
December 2, 1997 |
Personal Offshore Strategies for Asset Protection and Tax Planning |
November 21, 1997 |
International Tax Conference |
November, 6 1997 |
International Tax Conference |
November 5, 1997 |
International Tax Conference |
October 23, 1997 |
Tax Strategies for the High Income Individual |
October 22, 1997 |
Tax Strategies for the High Income Individual |
October 21, 1997 |
Asset Protection Techniques: Preserving Wealth and Minimizing Taxation |
October 9, 1997 |
Personal Offshore Strategies for Asset Protection and Tax Planning |
September 25, 1997 |
Personal Offshore Strategies for Asset Protection and Tax Planning |
September 11, 1997 |
Asset Protection Techniques: Preserving Wealth and Minimizing Taxation |
September 11, 1997 |
Personal Offshore Strategies for Asset Protection and Tax Planning |
June 26, 1997 |
Asset Protection Techniques: Preserving Wealth and Minimizing Taxation |
June 17, 1997 |
Asset Protection Techniques: Preserving Wealth and Minimizing Taxation |
June 6, 1997 |
Personal Offshore Strategies for Asset Protection and Tax Planning |
January 7, 1997 |
Asset Protection Workshop |
December 17, 1996 |
Asset Protection Workshop |
December 10, 1996 |
Asset Protection Techniques: Preserving Wealth and Minimizing Taxation |
December 9, 1996 |
Asset Protection Techniques: Preserving Wealth and Minimizing Taxation |
December 2, 1996 |
Asset Protection Techniques: Preserving Wealth and Minimizing Taxation |
November 27, 1996 |
Advanced Asset Protection Workshop |
November 6, 1996 |
Advanced Asset Protection Workshop |
October 30, 1996 |
Offshore Strategies for Asset Protection and Tax Planning |
October 28, 1996 |
Asset Protection Techniques: Preserving Wealth and Minimizing Taxation |
October 21, 1996 |
Offshore Strategies for Asset Protection and Tax Planning |
October 8, 1996 |
CPA Services for Medical Practices Conference |
October 3, 1996 |
CPA Services for Medical Practices Conference |
October 2, 1996 |
Asset Protection Techniques: Preserving Wealth |
September 16, 1996 |
Offshore Strategies for Asset Protection and Tax Planning |
September 11, 1996 |
Offshore Strategies for Asset Protection and Tax Planning |
August 21, 1996 |
Advanced Asset Protection Workshop |
August 6, 1996 |
Asset Protection Techniques: Preserving Wealth |
January 27, 1996 |
Asset Protection Techniques – Woodland Hills |
October 19, 1995 |
Asset Protection Techniques – LAX |
September 6, 1995 |
Asset Protection Techniques – San Francisco |
August 18, 1995 |
Asset Protection Techniques – Pasadena |
August 10, 1995 |
Asset Protection Techniques – San Diego |
July 18, 1995 |
Asset Protection Techniques – Lake Tahoe |
June 13, 1995 |
Asset Protection Techniques – San Diego |
January 20, 1995 |
Asset Protection Techniques – Costa Mesa |
January 19, 1995 |
Asset Protection Techniques – San Bernardino |
December 2, 1994 |
Asset Protection Techniques – Burbank |
December 1, 1994 |
Asset Protection Techniques – Woodland Hills |
November 17, 1994 |
Asset Protection Techniques – Santa Barbara |
November 10, 1994 |
Asset Protection Techniques – San Jose |
October 21, 1994 |
Asset Protection Techniques – Ontario |
October 20, 1994 |
Asset Protection Techniques – Universal City |
September 22, 1994 |
Asset Protection Techniques – Monterey |
August 24, 1994 |
Asset Protection Techniques – Beverly Hills |
June 29, 1994 |
Asset Protection Techniques – San Diego |
June 27, 1994 |
Asset Protection Techniques – Lake Tahoe |
June 14, 1994 |
Asset Protection Techniques – San Francisco |
May 27, 1994 |
Asset Protection Techniques – Costa Mesa |
May 10, 1994 |
Cal State University, Los Angeles
Beyond Basic Estate Planning |
October 8, 2005 |
Multi-Generational Asset Protection Planning |
August 6, 2005 |
Annual Institute of Estate Planning and Asset Protection - Integrating Domestic and International Asset Protection Strategies |
2004 |
Accounting & Tax Programs – Spring Update - Asset Protection and Tax Planning Strategies – Overview |
2003 |
Accounting & Tax Programs – Winter Update - Today’s Hottest Asset Protection and Tax Planning Strategies |
2001 |
Annual Institute of Estate Planning and Asset Protection - Protecting and Preserving Wealth into the Next Millennium |
1999 |
Annual Institute of Estate Planning and Asset Protection - Personal Tax Savings Through Offshore Tax Planning |
1998 |
Annual Institute of Estate Planning and Asset Protection - Offshore Tax Planning & Asset Protection Strategies |
1997 |
21 st Annual Estate Planning Institute - Asset Protection Techniques |
1996 |
20 th Annual Estate Planning Institute - Asset Protection Techniques |
1995 |
Estate Planning Councils
Citrus Estate Planning Council, Azusa, CA - The Flexible/Inflexible Trust |
December 6, 2005 |
Ventura County, Oxnard, CA - Multi Generational Asset Protection Planning |
September 21, 2005 |
Warner Center , CA |
1997 |
Desert, CA |
1996 |
Santa Barbara , CA |
1998 |
Century City , CA |
1992 |
Southern California Estate Planning Forum |
1992 |
Financial Planning Association
Local Chapters
Baldwin Park, CA - Asset Protection Strategies: Domestic Trusts |
November 28, 2007 |
Thousand Oaks, CA - Domestic Trusts |
July 20, 2007 |
Granada Hills |
March 8, 2007 |
San Bernardino |
October 25, 2006 |
San Gabriel Valley |
1993 & 2003 |
Ventura Chapter, |
1993 & 1996 |
San Fernando Valley |
1993 |
San Bernardino/Riverside |
1993 |
Financial Planning Association National and Regional Conferences
Southern California Financial Planning Conference - Tax Planning with Stock Options, San Diego, CA |
2001 |
National Success Forum - Tax Savings for Investment Portfolios through the use of an Offshore Life Insurance Wrapper, San Antonio, TX |
1999 |
Southern California Financial Planning Conference- Pragmatic Approach to Asset Protection Planning, Palm Desert, CA |
1994 |
IBC USA Conferences Inc.
Annual Forum on Offshore Life Insurance Planning - Creative Planning for US Individuals, Bahamas |
October 21, 1999 |
Lorman Education Services
Eight-Hour Courses
Trust Administration, Oakland, CA |
June 25, 2008 |
Trust Administration in California |
June 21, 2007 |
Asset Protection In California, Santa Ana, CA |
April 28, 2006 |
Offshore Strategies for Asset Protection and Tax Benefits, Los Angeles, CA |
November 1999 |
Asset Protection Planning, Los Angeles, CA |
May 1998 |
Asset Protection Planning, Los Angeles, CA |
May 1997 |
Offshore Strategies for Asset Protection and Tax Benefits, Los Angeles, CA |
March 1997 |
Asset Protection Planning, Los Angeles, CA |
August 1996 |
Medical Field
General Topics: Preventing Lawsuits and Protecting Assets |
|
Torrance Memorial Hospital, Torrance |
1995 |
Doctor Hospital, Santa Ana |
1995 |
San Bernardino Community Hospital |
1995 |
Holy Cross Medical Center |
1995 |
Greater El Monte Community Hospital |
1994 |
Terrace Plaza Medical Center, Baldwin Park |
1994 |
Pomona Valley Medical Center, Pomona |
1994 |
Orange County Community Hospital, Buena Park |
1994 |
Monterey Park Hospital, Monterey Park |
1994 |
Martin Luther Hospital, Anaheim |
1994 |
Huntington Beach Medical Center |
1994 |
Chapman General Hospital, Orange |
1994 |
Corona Regional Medical Center (x3) |
1994 |
Canyon Springs Hospital, Cathedral City |
1994 |
Saint John’s Hospital, Santa Monica |
1993 |
Panorama City Community Hospital |
1993 |
Midway Hospital, Los Angeles |
1993 |
Pine Grove Hospital, Canoga Park |
1993 |
John F. Kennedy Memorial Hospital, Indio |
1993 |
Broatman Medical Center, Culver City |
1993 |
Bellflower Medical Center, Bellflower |
1993 |
Barlow Respiratory Hospital, Los Angeles |
1993 |
East Los Angeles Hospital |
1993 |
Western Medical Center, Anaheim |
1993 |
New York State Society of CPAs
Eight-Hour Courses
Offshore Strategies for Asset Protection and Tax Planning - Westchester |
July 16, 1999 |
Offshore Strategies for Asset Protection and Tax Planning - Nassau |
July 15, 1999 |
Real Estate Investor's Club
San Fernando Valley Chapter - Safeguarding Real Estate Assets |
November 2, 2005 |
Glendale Chapter, Homes and Unit Network - Asset Protecting Real Estate |
October 22, 2005 |
Schools
Pierce College , CA - Protecting Wealth from Lawsuits and Excessive Taxes |
June 1996 |
Cal State University , Dominguez Hills - Planning Beyond the Living Trust |
December 1994 |
The Center for Professional Education
Eight-Hour Courses
Offshore Strategies for Asset Protection and Tax Benefits |
1999 |
- San Diego, CA |
1999 |
- Pasadena, CA |
1999 |
- Irvine, CA |
1999 |
- Santa Clara, CA |
1999 |
- Offshore Strategies for Asset Protection and Tax Benefits |
1998 |
- Irvine, CA |
1998 |
- Santa Clara, CA (x2) |
1998 |
- San Francisco, CA |
1998 |
- Los Angeles, CA |
1998 |
- San Jose, CA |
1998 |
- Walnut Creek, CA |
1998 |
- Offshore Strategies for Asset Protection and Tax Benefits |
1997 |
- Irvine, CA (x2) |
1997 |
- Woodland Hills, CA (x2) |
1997 |
- Sacramento, CA |
1997 |
- San Francisco, CA |
1997 |
- New York, NY (x2) |
1997 |
- Saddle Brook, NJ |
1997 |
- Philadelphia, PA |
1997 |
The CPA Law Forum
Palm Desert/Coachella Valley, CA - Dynastic Estate Planning Techniques |
January 18, 2006 |
Pasadena , CA |
July 28, 2005 |
Los Angeles , CA |
July 27, 2005 |
Palm Desert , CA (x4) |
1995-2001 |
Ventura , CA |
1996 |
Santa Ana , CA |
1995 |
Glendale , CA |
1993 |
Washington State Society of CPAs
Eight-Hour Course
Offshore Strategies for Asset Protection and Tax Planning |
September 16, 1999 |
Other Professional Groups
- American Cancer Society - Palm Desert
- Lancaster Bar Association
- IDS Financial Services Oxnard
- IDS Financial Services Glendora
- Small Business Development Center Torrance
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It is not from someone else’s “use” of the law that your assets are lost.
It is your “failure to use” the law to protect your assets.
Only those who fail to act will lose.
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