Audio Conference on CD
Tennessee Investment Services Trusts: The New Weapon in Asset Protection Planning Arsenals

Presented by Paul Hayes

or call 800-274-6774

May 7, 2008

When you participate in this all-new CLE approved live event, you'll learn from Paul Hayes of Waller Lansden Dortch & Davis, an attorney experienced in asset protection planning, how to take advantage of TISTs for your clients.

In just 60 minutes, Mr. Hayes will:

• Review the specifics of the Tennessee self-settled trust legislation;
• Review the extension of the rule against perpetuities;
• Analyze income, gift, estate and generation skipping tax implications of creating a Tennessee self-settled trust;
• Identify potential applications and planning opportunities; and
• Provide you with drafting pointers with sample clauses.
  
  

PLUS: You’ll get a case study that will provide you with a comparative analysis for determining whether use of the self-settled trust or traditional asset protection is preferable.

You need to be familiar with key provisions of the 2007 Tennessee Investment Services Act (TISA) in order to:

• Allow wealthy clients to protect a reasonable portion of their wealth
• Protect clients from exposure to liability
• Protect clients with spendthrift tendencies or clients who have children with spendthrift tendencies
• Protect clients with failing health
• Protect minors who receive large judgments
  
  

Because this is a CD audio seminar you enjoy:

• Fast, convenient learning without any out-of-office time lost;
• No travel-related expenses or complications;
• The perfect affordable way to update yourself rapidly on current laws.

May 7, 2008 Tennessee Investment Services Trusts: The New Weapon in Asset Protection Planning Arsenals is just $137 per listener. or call (800) 274-6774 You risk nothing by ordering this CD, because we will refund every penny, no questions asked, if you are in any way dissatisfied with this audio seminar.

One more reason to purchase CD:
Your audio conference leader

Paul C. Hayes is a partner at Waller Lansden Dortch & Davis LLP and concentrates his practice in the areas of estate planning, business succession planning, asset protection planning, charitable planning, estate administration, and tax law.

Mr. Hayes has extensive experience providing tax planning services for trusts and estates as well as high-net-worth individuals with respect to income, estate, gift, and generation-skipping transfer taxes.  In addition, Mr. Hayes' practice includes advising closely held businesses on tax matters.

Prior to joining Waller Lansden, Mr. Hayes was a principal in the tax consulting and personal financial planning practice of a regional accounting firm.  He also worked at Ernst & Young, LLP as a tax manager in its National Tax consulting practice.  Mr. Hayes is licensed as a CPA and is a certified financial planner.

Mr. Hayes is a frequent seminar and presentation leader on estate planning and administration topics for the Nashville and Tennessee Bar Associations.

or call (800) 274-6774