• E-Learning Center

    • Advisor Education Center

    Welcome to the Patel & Associates advisor education page. We use this site as an opportunity to be a resource to financial professionals in the everchanging areas of estate planning law that we specialize in. Please select a category from the left menu to view our content. Thank you for visiting.

    Asset Protection

    Documents
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    Name: Asset Protecting Inherited IRAs
    Description: The Wealth Counselor. Advisor Newsletter
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    Videos
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    Name: Practical Asset Protection Strategies for Business Owners and Professionals
    Description: Presented by: Jeffrey Matsen, Mark Monasky, and Carl Waldman * How to relate to, understand and deal with the asset preservation concerns of business owners, physicians and other professionals. * The “ins and outs” of creditor claims.
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    Audio
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    Name: Asset Protection Planning: Now More Important Than Ever
    Description: Teleconference recorded by Robert Keebler and Robert Gillen.
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    Name: Asset Protecting IRAs – Particularly Inherited IRAs
    Description:
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