AEX 402 — Comprehensive Planning Architecture & Multi-Disciplinary Coordination

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Students learn to structure and manage comprehensive planning engagements, including tax, legal, insurance, investment, estate, and philanthropic components. Emphasis is placed on advisory integration and project leadership.

Course Information

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Course Instructor

George Brown PhD George Brown PhD Author
 

AEX 402 – Comprehensive Planning Architecture

$795.00
1 year of access
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AEX 402 – Comprehensive Planning Architecture – Payments

$219.00
per month for 4 total payments
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New Section

AEX 402 — Lesson 1- Foundations of Ethical Asset Protection
Lesson 1 of 12 within section New Section. You must enroll in this course to access course content.
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AEX 402 — Lesson 2 – Fraudulent Conveyance: Avoiding the Landmines
Lesson 2 of 12 within section New Section. You must enroll in this course to access course content.
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AEX 402 – Lesson 3 – Advanced Trust Jurisdictions: Domestic APTs & Hybrid Structures
Lesson 3 of 12 within section New Section. You must enroll in this course to access course content.
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AEX 402 — Lesson 4 – Dynasty Trusts as Asset Protection Engines
Lesson 4 of 12 within section New Section. You must enroll in this course to access course content.
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AEX 402 — Lesson 5 – SLATs, DAPTs & Spousal Access Planning
Lesson 5 of 12 within section New Section. You must enroll in this course to access course content.
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AEX 402 — Lesson 6 – Asset Protection LLCs: Beyond Basic Structuring
Lesson 6 of 12 within section New Section. You must enroll in this course to access course content.
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AEX 402 — Lesson 7 – Family Holding Companies & Intergenerational Structures
Lesson 7 of 12 within section New Section. You must enroll in this course to access course content.
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AEX 402 — Lesson 8 – International & Offshore Asset Protection
Lesson 8 of 12 within section New Section. You must enroll in this course to access course content.
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AEX 402 — Lesson 9 – Multi-Layered Asset Protection Architecture
Lesson 9 of 12 within section New Section. You must enroll in this course to access course content.
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AEX 402 — Lesson 10 – Case Studies from Litigation, Bankruptcy & Family Disputes
Lesson 10 of 12 within section New Section. You must enroll in this course to access course content.
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AEX 402 — Lesson 11 – Building the Asset Protection Plan of Record (AP-POR™)
Lesson 11 of 12 within section New Section. You must enroll in this course to access course content.
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AEX 402 — Lesson 12 – Ethical Boundaries, Stewardship & The Christian Professional
Lesson 12 of 12 within section New Section. You must enroll in this course to access course content.
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