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4.5

Multi-Entity & Holding Company Structures for Asset Protection

Credits Available
Credit Status Total
Alaska CLE Reciprocity 3 Total
Alabama CLE Approved 3 Total
Arkansas CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Florida CLE Approved 3.5 Total
Georgia CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Iowa CLE Approved 3 Total
Idaho CLE Approved 3 Total
Illinois CLE Approved 3 Total
Indiana CLE Approved 3 Total
Kansas CLE Upon Request 3.5 Total
Kentucky CLE Approved 3 Total
Louisiana CLE Approved 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Montana CLE Approved 3 Total
North Carolina CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Jersey CLE Approved 3.6 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Ohio CLE Approved 3 Total
Oklahoma CLE Approved 3.5 Total
Pennsylvania CLE Approved 3 Total
Rhode Island CLE Upon Request 3.5 Total
South Carolina CLE Approved 3 Total
Tennessee CLE Approved 3 Total
Texas CLE Approved 3 Total
Utah CLE Approved 3 Total
Virginia CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
Wyoming CLE Approved 3 Total
OnDemand
2 hours 53 minutes
Thomas Cammack
Richard Joyce
Gary Forster
William McComas
Casey Erick
With Thomas N. Cammack III from Cammack Law PLLC + 4 others
Recorded October 14, 2026.
Product ID 102539

Buy This Course

Course Includes
$299

OnDemand Video

Course Book Download

Overview

Shield Assets, Minimize Exposure

A single-entity structure can leave everything your clients own exposed to one catastrophic claim. This program gives you the legal architecture and practical frameworks to design and implement multi-entity and holding company structures that provide real, defensible asset protection: from entity selection and jurisdiction strategy to charging order protections, fraudulent transfer traps, and estate planning integration. Register today!

  • Design holding company and subsidiary structures tailored to client risk profiles.
  • Select the right entity type and jurisdiction for maximum protection.
  • Apply charging order protections and know where they break down.
  • Avoid fraudulent transfer liability when restructuring client assets.
  • Integrate multi-entity structures with estate planning and succession goals.
  • Prevent the compliance failures that collapse asset protection.

Abbreviated Agenda

  1. Drafting, Compliance, and Avoiding Common Pitfalls
  2. Holding Company Architecture: Design and Structure
  3. Case Studies and Practical Application
  4. Integration With Estate Planning and Succession
  5. Foundations of Multi-Entity Asset Protection
  6. Charging Orders, Creditor Protections, and Fraudulent Transfers

Related Topics

Product ID 102539

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 3 Total
Alabama CLE Approved 3 Total
Arkansas CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Florida CLE Approved 3.5 Total
Georgia CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Iowa CLE Approved 3 Total
Idaho CLE Approved 3 Total
Illinois CLE Approved 3 Total
Indiana CLE Approved 3 Total
Kansas CLE Upon Request 3.5 Total
Kentucky CLE Approved 3 Total
Louisiana CLE Approved 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Montana CLE Approved 3 Total
North Carolina CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Jersey CLE Approved 3.6 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Ohio CLE Approved 3 Total
Oklahoma CLE Approved 3.5 Total
Pennsylvania CLE Approved 3 Total
Rhode Island CLE Upon Request 3.5 Total
South Carolina CLE Approved 3 Total
Tennessee CLE Approved 3 Total
Texas CLE Approved 3 Total
Utah CLE Approved 3 Total
Virginia CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
Wyoming CLE Approved 3 Total

Credit Details by Jurisdiction

OnDemand Video

CLE Credits
Alaska CLE Reciprocity · 3 Total Credits

Earn Until

OnDemand - Alaska CLE - 3: Alaska Bar members may claim credit for attending CLE programs that have been accredited by other mandatory CLE jurisdictions. This program qualifies for 3.0 hours of credit, which includes 3.0 hours of MCLE credit and 0.0 hour of MECLE credit.

Video Download - Alaska CLE - 3: Alaska Bar members may claim credit for attending CLE programs that have been accredited by other mandatory CLE jurisdictions. This program qualifies for 3.0 hours of credit, which includes 3.0 hours of MCLE credit and 0.0 hour of MECLE credit.

Alabama CLE Approved · 3 Total Credits

Earn Until

OnDemand - Alabama CLE - 3: This course or a portion thereof has been approved by the Alabama State Bar Mandatory Continuing Legal Education Commission for a maximum of 3.0 on-demand credit hours, including 0.0 ethics/professionalism credit.

Arkansas CLE Approved · 3 Total Credits

Earn Until

OnDemand - Arkansas CLE - 3: NBI, Inc. is an accredited sponsor in the state of Arkansas. This program qualifies for 3.0 hours of on demand continuing legal education credit, including 0.0 hour of ethics, consistent with the rules and regulations of the Arkansas Supreme Court of Professional Programs.

Video Download - Arkansas CLE - 3: NBI, Inc. is an accredited sponsor in the state of Arkansas. This program qualifies for 3.0 hours of on demand continuing legal education credit, including 0.0 hour of ethics, consistent with the rules and regulations of the Arkansas Supreme Court of Professional Programs.

Arizona CLE Approved · 3 Total Credits

Earn Until

OnDemand - Arizona CLE - 3: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity qualifies for 3.0 hours toward your annual CLE requirement for the State of Arizona, including 0.0 hour of professional responsibility.

Video Download - Arizona CLE - 3: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity qualifies for 3.0 hours toward your annual CLE requirement for the State of Arizona, including 0.0 hour of professional responsibility.

California CLE Approved · 3 Total Credits

Earn Until

OnDemand - California CLE - 3: This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California and qualifies for 3.0 hours of participatory credit, of which 0.0 hour will apply to legal ethics credit. NBI, Inc. certifies this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education. NBI, Inc. is a State Bar of California approved MCLE provider - #53.

Video Download - California CLE - 3: This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California and qualifies for 3.0 hours of self-study credit, of which 0.0 hour will apply to legal ethics credit. NBI, Inc. certifies this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education. NBI, Inc. is a State Bar of California approved MCLE provider - #53.

Colorado CLE Approved · 4 Total Credits

Earn Until

OnDemand - Colorado CLE - 4: NBI, Inc. is a Certified Provider, as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee. This program qualifies for 4.0 hours of home study general Colorado Continuing Legal Education Credit, including 0.0 professional responsibility credit.

Video Download - Colorado CLE - 4: NBI, Inc. is a Certified Provider, as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee. This program qualifies for 4.0 hours of home study general Colorado Continuing Legal Education Credit, including 0.0 professional responsibility credit.

Connecticut CLE Approved · 3 Total Credits

Earn Until

OnDemand - Connecticut CLE - 3: Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. It is the opinion of NBI, Inc. that this activity qualifies for 3.0 self-study hours toward your annual CLE requirement in Connecticut, including 0.0 self-study hour(s) of ethics/professionalism.

Video Download - Connecticut CLE - 3: Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. It is the opinion of NBI, Inc. that this activity qualifies for 3.0 self-study hours toward your annual CLE requirement in Connecticut, including 0.0 self-study hour(s) of ethics/professionalism.

Delaware CLE Approved · 3 Total Credits

Earn Until

OnDemand - Delaware CLE - 3: NBI, Inc. is an accredited sponsor of the Delaware Commission on Continuing Legal Education and recommends this program for 3.0 hours of eCLE credit, including 0.0 hour of ethics.

Florida CLE Approved · 3.5 Total Credits
  • 3.5 Business Litigation

Earn Until

OnDemand - Florida CLE - 3.5: Approved by The Florida Bar, this program qualifies for 3.50 general hours of CLER self-study credit including 0.0 hour of self-study professional responsibility (may include legal ethics, professionalism, substance abuse or mental illness and wellness programs). Certification: 3.5 - Business Certification

Video Download - Florida CLE - 3.5: Approved by The Florida Bar, this program qualifies for 3.50 general hours of CLER self-study credit including 0.0 hour of self-study professional responsibility (may include legal ethics, professionalism, substance abuse or mental illness and wellness programs). Certification: 3.5 - Business Certification

Georgia CLE Approved · 3 Total Credits

Earn Until

OnDemand - Georgia CLE - 3: This program is approved by the Commission on Continuing Lawyer Competency of the State Bar of Georgia. This program qualifies for 3.0 hours of distance learning continuing legal education credit with the Georgia Commission on Continuing Lawyer Competency, which includes 0.0 hour of distance learning ethics.

Video Download - Georgia CLE - 3: This program is approved by the Commission on Continuing Lawyer Competency of the State Bar of Georgia. This program qualifies for 3.0 hours of distance learning continuing legal education credit with the Georgia Commission on Continuing Lawyer Competency, which includes 0.0 hour of distance learning ethics.

Hawaii CLE Approved · 3 Total Credits

Earn Until

OnDemand - Hawaii CLE - 3: NBI, Inc. is an Accredited Provider with the Hawaii State Board of Continuing Legal Education. This alternative format activity has been approved for 3.0 hours of credit for the state of Hawaii, which includes 0.0 hour of ethics or professional responsibility education.

Video Download - Hawaii CLE - 3: NBI, Inc. is an Accredited Provider with the Hawaii State Board of Continuing Legal Education. This alternative format activity has been approved for 3.0 hours of credit for the state of Hawaii, which includes 0.0 hour of ethics or professional responsibility education.

Iowa CLE Approved · 3 Total Credits

Earn Until

OnDemand - Iowa CLE - 3: "Multi-Entity & Holding Company Structures for Asset Protection" is an accredited program under the regulations of the Iowa Supreme Court Commission on Continuing Legal Education. It is planned that this program will provide a maximum of 3.0 hours of unmoderated activity credit toward the mandatory continuing legal education requirements under the Iowa rule, including 0.0 hour of legal ethics unmoderated activity credit.

Idaho CLE Approved · 3 Total Credits

Earn Until

OnDemand - Idaho CLE - 3: Approved for 3.0 hours of self-study continuing legal education credit in the state of Idaho, which includes 0.0 self-study legal ethics or professional responsibility credit.

Video Download - Idaho CLE - 3: Approved for 3.0 hours of self-study continuing legal education credit in the state of Idaho, which includes 0.0 self-study legal ethics or professional responsibility credit.

Illinois CLE Approved · 3 Total Credits

Earn Until

OnDemand - Illinois CLE - 3: This program has been approved by the Illinois MCLE Board for 3.0 hours of recorded technology CLE credit, which includes approval for 0.0 hour of legal ethics, civility, professionalism CLE credit by the Illinois Supreme Court Commission on Professionalism.

Video Download - Illinois CLE - 3: This program has been approved by the Illinois MCLE Board for 3.0 hours of recorded technology CLE credit, which includes approval for 0.0 hour of legal ethics, civility, professionalism CLE credit by the Illinois Supreme Court Commission on Professionalism.

Indiana CLE Approved · 3 Total Credits

Earn Until

OnDemand - Indiana CLE - 3: This course has been approved by the Indiana Supreme Court Office of Admissions & Continuing Education. Participating attorneys are eligible to receive 3.0 hours of distance education, which includes 0.0 hour of ethics.

Kansas CLE Upon Request · 3.5 Total Credits

Earn Until

OnDemand - Kansas CLE - 3.5: Upon course completion and credit request submittal, an application will be submitted to Kansas CLE.

Video Download - Kansas CLE - 3.5: Upon course completion and credit request submittal, an application will be submitted to Kansas CLE.

Kentucky CLE Approved · 3 Total Credits

Earn Until

OnDemand - Kentucky CLE - 3: This program has been approved as a technological CLE activity by the Kentucky Bar Association Continuing Legal Education Commission and qualifies for 3.0 credits, including 0.0 ethics credits.

Video Download - Kentucky CLE - 3: This program has been approved as a technological CLE activity by the Kentucky Bar Association Continuing Legal Education Commission and qualifies for 3.0 credits, including 0.0 ethics credits.

Louisiana CLE Approved · 3 Total Credits

Earn Until

OnDemand - Louisiana CLE - 3: This course or a portion thereof has been approved by the Louisiana Mandatory Continuing Legal Education Committee of the Louisiana State Bar Association. This program qualifies for 3.0 hours (based on a 60-minute credit hour) of computer based credit, of which 0.0 hour will apply to computer-based ethics credit.

Maine CLE Approved · 3 Total Credits

Earn Until

OnDemand - Maine CLE - 3: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 3.0 hours of self-study CLE credit.

Video Download - Maine CLE - 3: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 3.0 hours of self-study CLE credit.

Course Book - Maine CLE - 3: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 3.0 hours of self-study CLE credit.

Minnesota CLE Approved · 3 Total Credits

Earn Until

OnDemand - Minnesota CLE - 3: Approved for 3.0 hours of standard on-demand CLE credit, including 0.0 hour of ethics credit by the Minnesota Board of Continuing Legal Education.

Video Download - Minnesota CLE - 3: Approved for 3.0 hours of standard on-demand CLE credit, including 0.0 hour of ethics credit by the Minnesota Board of Continuing Legal Education.

Missouri CLE Approved · 3.6 Total Credits

Earn Until

OnDemand - Missouri CLE - 3.6: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 3.60 self-study CLE credit hours.

Video Download - Missouri CLE - 3.6: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 3.60 self-study CLE credit hours.

Course Book - Missouri CLE - 3.6: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 3.60 self-study CLE credit hours.

Northern Mariana Islands CLE Approved · 3 Total Credits

Earn Until

OnDemand - Northern Mariana Islands CLE - 3: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 3.0 hours of self-study CLE credit.

Video Download - Northern Mariana Islands CLE - 3: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 3.0 hours of self-study CLE credit.

Course Book - Northern Mariana Islands CLE - 3: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 3.0 hours of self-study CLE credit.

Montana CLE Approved · 3 Total Credits

Earn Until

OnDemand - Montana CLE - 3: This program qualifies for 3.0 hours of self-study CLE credit by the Montana Commission of Continuing Legal Education, including 0.0 hour of professional fitness and integrity credit.

Video Download - Montana CLE - 3: This program qualifies for 3.0 hours of self-study CLE credit by the Montana Commission of Continuing Legal Education, including 0.0 hour of professional fitness and integrity credit.

North Carolina CLE Approved · 3 Total Credits

Earn Until

OnDemand - North Carolina CLE - 3: NBI, Inc. is an accredited sponsor with the North Carolina State Board of Continuing Legal Education. Attendance of this program qualifies for 3.0 hours of online CLE credit, including 0.0 professional responsibility.

Video Download - North Carolina CLE - 3: NBI, Inc. is an accredited sponsor with the North Carolina State Board of Continuing Legal Education. Attendance of this program qualifies for 3.0 hours of online CLE credit, including 0.0 professional responsibility.

North Dakota CLE Approved · 3 Total Credits

Earn Until

OnDemand - North Dakota CLE - 3: North Dakota attorneys completing this program may claim 3.0 North Dakota self-study CLE credit hours, including 0.0 hour of self-study ethics credit, on the Report of Compliance.

Video Download - North Dakota CLE - 3: North Dakota attorneys completing this program may claim 3.0 North Dakota self-study CLE credit hours, including 0.0 hour of self-study ethics credit, on the Report of Compliance.

Nebraska CLE Approved · 3 Total Credits

Earn Until

OnDemand - Nebraska CLE - 3: NBI, Inc. is an accredited CLE sponsor in the state of Nebraska. This activity has been approved for 3.0 distance learning CLE credits, including 0.0 hour of professional responsibility credit.

Video Download - Nebraska CLE - 3: NBI, Inc. is an accredited CLE sponsor in the state of Nebraska. This activity has been approved for 3.0 distance learning CLE credits, including 0.0 hour of professional responsibility credit.

New Hampshire CLE Approved · 3 Total Credits

Earn Until

OnDemand - New Hampshire CLE - 3: NHMCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. NBI, Inc. believes this course meets the requirements of NH Supreme Court Rule 53 toward the annual NHMCLE requirement.

Video Download - New Hampshire CLE - 3: NHMCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. NBI, Inc. believes this course meets the requirements of NH Supreme Court Rule 53 toward the annual NHMCLE requirement.

New Jersey CLE Approved · 3.6 Total Credits

Earn Until

OnDemand - New Jersey CLE - 3.6: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 3.60 hours of alternative format CLE credit. Of these, 0.0 qualifies as hours of alternative learning format credit for ethics/professionalism.

Video Download - New Jersey CLE - 3.6: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 3.60 hours of alternative format CLE credit. Of these, 0.0 qualifies as hours of alternative learning format credit for ethics/professionalism.

New Mexico CLE Approved · 3 Total Credits

Earn Until

OnDemand - New Mexico CLE - 3: This program has been approved by the Board of Bar Commissioners of the State Bar of New Mexico. This program qualifies for 3.0 hours of self-study credit, including 0.0 hour of self-study ethics credit.

Video Download - New Mexico CLE - 3: This program has been approved by the Board of Bar Commissioners of the State Bar of New Mexico. This program qualifies for 3.0 hours of self-study credit, including 0.0 hour of self-study ethics credit.

Nevada CLE Approved · 3 Total Credits

Earn Until

OnDemand - Nevada CLE - 3: This course has been approved by the Nevada Board of Continuing Legal Education. This program qualifies for 3.0 hours of alternative format CLE credits by the Nevada Board of Continuing Legal Education, which includes 0.0 hour of alternative format ethical considerations.

Video Download - Nevada CLE - 3: This course has been approved by the Nevada Board of Continuing Legal Education. This program qualifies for 3.0 hours of alternative format CLE credits by the Nevada Board of Continuing Legal Education, which includes 0.0 hour of alternative format ethical considerations.

New York CLE Approved · 3.5 Total Credits
  • 3.5 Areas of Professional Practice

Earn Until

OnDemand - New York CLE - 3.5: This nontraditional format course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for up to 3.50 credit hours. 3.5 hours can be applied to the areas of professional practice requirement and is approved for experienced attorneys. NBI, Inc. offers a Financial Hardship Policy for qualifying individuals. To apply, please submit a request via email to our Tuition Discount Committee at customerservice@nbi-sems.com.

Video Download - New York CLE - 3.5: This nontraditional format course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for up to 3.50 credit hours. 3.5 hours can be applied to the areas of professional practice requirement and is approved for experienced attorneys. NBI, Inc. offers a Financial Hardship Policy for qualifying individuals. To apply, please submit a request via email to our Tuition Discount Committee at customerservice@nbi-sems.com.

Ohio CLE Approved · 3 Total Credits

Earn Until

OnDemand - Ohio CLE - 3: This course has been approved by the Supreme Court of Ohio Commission on Continuing Legal Education for 3.0 self-study CLE credit hours, including 0.0 hour of attorney professional conduct instruction.

Video Download - Ohio CLE - 3: This course has been approved by the Supreme Court of Ohio Commission on Continuing Legal Education for 3.0 self-study CLE credit hours, including 0.0 hour of attorney professional conduct instruction.

Oklahoma CLE Approved · 3.5 Total Credits

Earn Until

OnDemand - Oklahoma CLE - 3.5: This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission. This program qualifies for 3.50 of On Demand CLE credit hours, which includes 0.0 hour of legal ethics.

Video Download - Oklahoma CLE - 3.5: This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission. This program qualifies for 3.50 of On Demand CLE credit hours, which includes 0.0 hour of legal ethics.

Pennsylvania CLE Approved · 3 Total Credits

Earn Until

OnDemand - Pennsylvania CLE - 3: This program has been approved by the Pennsylvania Continuing Legal Education Board. This program qualifies for 3.0 hours of distance learning credit, including 3.0 hours of substantive law, practice and procedure CLE credit and 0.0 hour of ethics, professionalism or substance abuse distance learning CLE credit.

Video Download - Pennsylvania CLE - 3: This program has been approved by the Pennsylvania Continuing Legal Education Board. This program qualifies for 3.0 hours of distance learning credit, including 3.0 hours of substantive law, practice and procedure CLE credit and 0.0 hour of ethics, professionalism or substance abuse distance learning CLE credit.

Rhode Island CLE Upon Request · 3.5 Total Credits

Earn Until

OnDemand - Rhode Island CLE - 3.5: NBI is an accredited sponsor with the Rhode Island MCLE Commission. Upon course completion and credit request submittal, an application will be submitted to the Rhode Island MCLE Commission.

Video Download - Rhode Island CLE - 3.5: NBI is an accredited sponsor with the Rhode Island MCLE Commission. Upon course completion and credit request submittal, an application will be submitted to the Rhode Island MCLE Commission.

South Carolina CLE Approved · 3 Total Credits

Earn Until

OnDemand - South Carolina CLE - 3: This course is accredited by the South Carolina Commission on Continuing Legal Education and Specialization for 3.0 alternatively delivered hours, of which 0.0 hour relates to legal ethics and professional responsibility.

Video Download - South Carolina CLE - 3: This course is accredited by the South Carolina Commission on Continuing Legal Education and Specialization for 3.0 alternatively delivered hours, of which 0.0 hour relates to legal ethics and professional responsibility.

Tennessee CLE Approved · 3 Total Credits

Earn Until

OnDemand - Tennessee CLE - 3: This course has been approved by the Tennessee Commission on Continuing Legal Education for a maximum of 3.0 hours of Distance Learning credit, including 0.0 hour of ethics/professionalism (EP) credit.

Texas CLE Approved · 3 Total Credits

Earn Until

OnDemand - Texas CLE - 3: This course is accredited for Minimum Continuing Legal Education credit by the State Bar of Texas Committee on MCLE in the amount of 3.0 credit hours, of which 0.0 credit hour will apply to legal ethics/professional responsibility credit. Hours in attendance at National Business Institute CLE seminars may be applied to the minimum Judicial Education requirement.

Video Download - Texas CLE - 3: This course is accredited for Minimum Continuing Legal Education credit by the State Bar of Texas Committee on MCLE in the amount of 3.0 credit hours, of which 0.0 credit hour will apply to legal ethics/professional responsibility credit. Hours in attendance at National Business Institute CLE seminars may be applied to the minimum Judicial Education requirement.

Utah CLE Approved · 3 Total Credits

Earn Until

OnDemand - Utah CLE - 3: National Business Institute is an approved "presumptive provider" with the Utah State Board of Continuing Legal Education. This program qualifies for 3.0 hours of self-study CLE credit for Utah attorneys, which includes 0.0 hour of ethics credit.

Video Download - Utah CLE - 3: National Business Institute is an approved "presumptive provider" with the Utah State Board of Continuing Legal Education. This program qualifies for 3.0 hours of self-study CLE credit for Utah attorneys, which includes 0.0 hour of ethics credit.

Virginia CLE Approved · 3 Total Credits

Earn Until

OnDemand - Virginia CLE - 3: This course has been approved by the Virginia Mandatory Continuing Legal Education Board for 3.0 hours of prerecorded credit, of which 0.0 hour will also apply in the area of legal ethics or professionalism.

Video Download - Virginia CLE - 3: This course has been approved by the Virginia Mandatory Continuing Legal Education Board for 3.0 hours of prerecorded credit, of which 0.0 hour will also apply in the area of legal ethics or professionalism.

Vermont CLE Approved · 3 Total Credits

Earn Until

OnDemand - Vermont CLE - 3: This course has been approved by the Vermont Board of Mandatory Continuing Legal Education. This program qualifies for 3.0 hours of self-study credit, including 0.0 hour of self-study ethics credit.

Video Download - Vermont CLE - 3: This course has been approved by the Vermont Board of Mandatory Continuing Legal Education. This program qualifies for 3.0 hours of self-study credit, including 0.0 hour of self-study ethics credit.

Washington CLE Approved · 3 Total Credits

Earn Until

OnDemand - Washington CLE - 3: This program qualifies for 3.0 hours of Washington continuing legal education (Self Study) A/V credit, which includes 3.0 hours of Law and Legal Procedure and 0.0 hour of ethics and professional responsibility.

Video Download - Washington CLE - 3: This program qualifies for 3.0 hours of Washington continuing legal education (Self Study) A/V credit, which includes 3.0 hours of Law and Legal Procedure and 0.0 hour of ethics and professional responsibility.

Wisconsin CLE Approved · 3.5 Total Credits

Earn Until

OnDemand - Wisconsin CLE - 3.5: Approved for 3.50 hours of repeated on-demand CLE credit by the Board of Bar Examiners.

Video Download - Wisconsin CLE - 3.5: Approved for 3.50 hours of repeated on-demand CLE credit by the Board of Bar Examiners.

West Virginia CLE Approved · 3.6 Total Credits

Earn Until

OnDemand - West Virginia CLE - 3.6: This program qualifies for 3.60 hours of pre-recorded credit, which includes 0.0 hour of pre-recorded ethics credit, under the West Virginia Rules for Mandatory Continuing Legal Education.

Video Download - West Virginia CLE - 3.6: This program qualifies for 3.60 hours of pre-recorded credit, which includes 0.0 hour of pre-recorded ethics credit, under the West Virginia Rules for Mandatory Continuing Legal Education.

Wyoming CLE Approved · 3 Total Credits

OnDemand - Wyoming CLE - 3: The Wyoming State Board of Continuing Legal Education has granted 3.0 hours of Continuing Legal Education Credit, including 0.0 hour of ethics.

Video Download - Wyoming CLE - 3: The Wyoming State Board of Continuing Legal Education has granted 3.0 hours of Continuing Legal Education Credit, including 0.0 hour of ethics.

Course Book (PDF Download)

CLE Credits
Maine CLE Approved · 3 Total Credits

Earn Until

Course Book - Maine CLE - 3: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 3.0 hours of self-study CLE credit.

Missouri CLE Approved · 3.6 Total Credits

Earn Until

Course Book - Missouri CLE - 3.6: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 3.60 self-study CLE credit hours.

Northern Mariana Islands CLE Approved · 3 Total Credits

Earn Until

Course Book - Northern Mariana Islands CLE - 3: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 3.0 hours of self-study CLE credit.
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Drafting, Compliance, and Avoiding Common Pitfalls

    1. Key Operating Agreement Provisions That Protect the Structure
    2. Maintaining Separateness: Capitalization, Formalities, and Documentation
    3. Alter Ego and Piercing the Veil: The Ten Mistakes That Collapse Protection
    4. Ongoing Compliance: Annual Reviews and Maintenance Checklists

  2. Holding Company Architecture: Design and Structure

    1. Parent-Subsidiary Models: When to Use Them and How to Structure Them
    2. Operating Company/Holding Company Splits: Best Practices and Common Configurations
    3. Series LLCs: Opportunities, Limitations, and Jurisdictional Treatment
    4. Real Estate Structures: Land Trusts, LLCs, and Tiered Ownership Models
    5. Business Structuring: Separating IP, Operations, and Real Property

  3. Case Studies and Practical Application

    1. Real Estate Investor With Multiple Properties: Structuring for Protection and Tax Efficiency
    2. Business Owner Separating Operations, IP, and Real Estate
    3. Family Enterprise Transitioning to the Next Generation

  4. Integration With Estate Planning and Succession

    1. Family Limited Partnerships and LLCs as Dual-Purpose Planning Tools
    2. Gifting Strategies, Valuation Discounts, and Transfer Tax Efficiency
    3. Coordinating With Irrevocable Trusts, SLATs, and DAPTs
    4. Governance and Succession Planning Within Multi-Entity Structures

  5. Foundations of Multi-Entity Asset Protection

    1. Why Single-Entity Structures Fail High-Net-Worth and Multi-Asset Clients
    2. Core Goals: Liability Isolation, Charging Order Protection, and Alter Ego Risk
    3. Entity Choice Considerations: LLCs, LPs, Corporations, and Trusts in the Protection Stack
    4. Jurisdiction Selection: Delaware, Wyoming, Nevada, and Beyond

  6. Charging Orders, Creditor Protections, and Fraudulent Transfers

    1. Charging Order Protection: Scope, Exclusivity, and Where It Breaks Down
    2. Single-Member LLC Vulnerabilities and How to Address Them
    3. Fraudulent Transfer Analysis: Elements, Lookback Periods, and Safe Harbor Strategies
    4. Timing Considerations: When Restructuring Is Defensible and When It Creates Liability
    5. Inside vs. Outside Liability: Structuring to Limit Exposure in Both Directions

Who Should Attend

This legal course is designed for attorneys. Directors, entrepreneurs, accountants, and paralegals will also benefit.

Speakers

Thomas N Cammack III
Thomas N.
Cammack, III
Cammack Law PLLC
Richard J Joyce
Richard J.
Joyce
Nalli, Elias & Associates, P.C.
Gary A Forster
Gary A.
Forster
ForsterBoughman
William A McComas
William A.
McComas
Jensen & McComas, LLC
Casey S Erick
Casey S.
Erick
Lewis Brisbois Bisgaard & Smith LLP
Speaker bio
Thomas N Cammack III

Thomas N. Cammack, III

Cammack Law PLLC
Thomas Cammack

is founder of Cammack Law PLLC. Prior to starting his own firm, he gained experience at a large personal injury firm, focusing on severe injury cases. He has handled both plaintiff's employment cases and employment defense litigation, with experience across Texas and the United States. His practice includes all aspects of employment law and serious personal injury matters in both state and federal courts - from initial client intake through jury verdict, judgment collection, and appeals. In addition to his litigation work, Mr. Cammack is also a practicing mediator. He has managed a docket of over 100 clients, with both pre-litigation and litigation matters involving a broad range of issues including: the Americans with Disabilities Act, Age Discrimination in Employment Act, commercial vehicle claims, construction and contract disputes, Department of Labor hearings, Family and Medical Leave Act, Fair Labor Standards Act, MSPB appeals, negligence claims, premises liability, OSHA, Section 1981 and 1983, Title VII, the Texas Deceptive Trade Practices Act, Texas Labor Code, Texas Tort Claims Act, UM/UIM claims, USERRA, whistleblower and retaliation claims, and more. Mr. Cammack is Board Certified in Labor and Employment Law by the Texas Board of Legal Specialization. He is admitted to practice in Texas. Mr. Cammack earned his law degree from St. Mary's University School of Law.

 

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Speaker bio
Richard J Joyce

Richard J. Joyce

Nalli, Elias & Associates, P.C.
Richard Joyce

is an attorney of counsel with Nalli, Elias & Associates, P.C. His practice areas are contract law, contract drafting, review and negotiation; small business law, business formation and organizational documents; business governance and administration; as well as dissolution and conflict management; and public governance, public ethics, government contracts, and infrastructure management and regulation. Mr. Joyce served as adjunct faculty at the University of Pittsburgh, teaching legal issues in public service. He is a member of the Beaver County and Pennsylvania bar associations. Mr. Joyce earned his B.S. degree from Indiana University of Pennsylvania, his J.D. degree from the Duquesne University School of Law and his MPPM degree from the University of Pittsburgh - Graduate School of Public and International Affairs (GSPIA).

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Speaker bio
Gary A Forster

Gary A. Forster

ForsterBoughman
Gary Forster

is managing partner and co-founder of ForsterBoughman. His practice spans 30 years and includes domestic and international corporate law, asset protection, tax and estate planning. Mr. Forster handles a variety of corporate and personal planning matters for business leaders and wealthy families. He writes and speaks nationally on tax, corporate and international topics and is the author of three books. In 2013, he wrote Asset Protection for Professionals, Entrepreneurs and Investors, a guide to asset protection strategies for clients and their financial advisors, now in its second edition. In 2020, Mr. Forster finished the second edition of The U.S. Estate and Gift Tax and the Non-Citizen, which explains how resident and non-resident foreign nationals are impacted by the U.S. Estate and Gift Tax. In 2021, he wrote The U.S. Wealth Transfer Tax and the Non-Citizen, a law school textbook. Mr. Forster's legislative amendments were adopted as Section 43A of the Nevis LLC Ordinance - Nevis Limited Liability Company (Amendment) Ordinance, 2015. He earned his B.A. degree from Tufts University, graduating cum laude with majors in economics and Spanish literature. Mr. Forster earned his J.D. degree from the University of Florida College of Law, graduating with honors. He continued his studies as a graduate fellow at the University of Florida College of Law, Master of Taxation program, earning an LL.M. degree in taxation. Mr. Forster's education also includes studies at the University of Madrid, Oxford University and Leiden University in the Netherlands. He is a member of The Florida Bar and District of Columbia Bar Association, including bar sections for international and tax law. Mr. Forster is licensed to practice before the U.S. Tax Court, and is a member of the American Bar Association Asset Protection Planning Committee. He speaks Spanish fluently.

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Speaker bio
William A McComas

William A. McComas

Jensen & McComas, LLC
William McComas

is a partner at the Maryland law firm of Jensen & McComas, LLC. He concentrates on assisting entrepreneurs, investors and companies of all sizes in acquiring, financing, commercializing and protection emerging technology. Mr. McComas represents companies on complex business transactions, including mergers, acquisition, strategic alliances, financings, venture-capital investments, management and disposition of emerging technology, and general corporate matters. He earned his B.A. degree from Brown University and his J.D. degree, cum laude, from the University of Baltimore School of Law. Mr. McComas is a speaker and panelist at many forums for business, technology and industry professionals and has written and testified extensively on policies and business involving the convergence of technology, business and law. He is a frequent business and technology law columnist for publications such as the Legal Times, National Law Journal, Baltimore Business Journal, The Daily Record and Washington Business Journal, among others.

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Speaker bio
Casey S Erick

Casey S. Erick

Lewis Brisbois Bisgaard & Smith LLP
Casey Erick

is a partner with Lewis Brisbois Bisgaard & Smith LLP and a member of the Labor and Employment practice. He focuses on commercial litigation and employment law. Mr. Erick has represented clients in both litigation and transactional matters that span across commercial law, labor and employment, real estate, consumer protection, and general litigation; including, but not limited to breach of contract, corporate trade secret theft, tortious interference, defamation, personal injury, fraud, and various other kinds of civil litigation. He is a member of the State Bar of Texas and Dallas Bar Association, and is board-certified in civil trial law. Mr. Erick earned his B.A. degree, cum laude, from the University of Mississippi and his J.D. degree from Baylor School of Law.

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