Report Questionalbe AP Planning 

            One of the core reasons the APS™ was created was to help warn the public about asset protection planning which is faulty, suspect or sometimes criminal.  As such,  APS™ "Rated" Members have a duty to report to the Society planning seen as questionable, outright wrong, or fraudulent.

            To read about the list of questionable planning the APS™ has already identified and would counsel the public and other advisors to stay away from, please click here.

            Some advisors think of questionable planning as "garbage." the term is not terribly eloquent, but it seems to fit well with some of the advice being giving in the AP community.               

           Because of the amount of quality advisors who have been “Rated” by the APS™, there is a nice group of advisors of all kinds nationwide who have already agreed to uphold a standard of care when dealing with asset protection planning.

           Once questionable AP planning has been identified, the information about it is disseminated to various “Rated” Members who will research the topic, concept or advice in question and make a report to the APS™ advisory board.  The board will then make a recommendation about the questionable AP plan and will put out a notice of warning the public and "Rated" Members. 

            Reporting a questionable AP plan 

            If you or one of your clients have been pitched something you would consider faulty, suspect, or criminal, involving any of the following topics, please immediately report it to the APS™. 

            Domestic asset protection
            Offshore asset protection
            Income tax reduction
            Capital gains tax reduction
            Estate tax reduction
            Stock protection/hedging strategies
            Protection from long term care expenses
            Anything else you suspect is a scam or garbage

           Someone will make contact with you shortly after receiving your notice and a review of the plan or advice in question will begin immediately.  This review by the APS™ will be FREE of charge.  That’s what the APS™ is here to do and we welcome submissions by the "Rated" and non-"Rated" advisors as well as the public. 

            It will usually only take a matter of days for the APS™ through its resources to research and come to a conclusion on any matter.  

            To report a questionable AP plan, simply e-mail info@assetprotectionsociety.org.