David is best known for his work in the asset protection component of estate planning. David is a pioneer in the legal concept of asset protection and has been active in this field for over 30 years.

It surprises many that high risk professionals and high net worth individuals often expect to be threatened with claims or law suits several times over the span of their lifetimes. David’s asset protection plans position clients’ assets in order to protect them from unwarranted law suits. Most importantly, his clients can retain control over and the use and enjoyment of their assets. Their lifestyles need never miss a beat even during the most serious or prolonged attacks.

New York University LL.M. in Taxation, 1978
University of Houston J.D., 1973, Cum Laude
University of Kansas B.A., 1971, Mathematics & Economics

David has served as a professor at the colleges of law at both the University of Denver and the University of Oklahoma and as the Director of the Certified Financial Planning Program at the College for Financial Planning in Denver. A frequent speaker and author of numerous articles on asset protection issues, Mr. Lockwood for eight years also taught Estate & Gift Taxation and Trusts & Estates in both the University of Denver Graduate Tax Program and College of Law and continues to serve as an Adjunct Professor of Taxation. Mr. Lockwood has been admitted to practice before the Colorado and Texas state courts and the U.S. Tax Court and has served on the Executive Council of the Colorado Bar Association Tax Section.

Some of Mr. Lockwood's publications are:

* "Alaska and Other Domestic Asset Protection Trusts," ABA Compendium.
* "Domestic Asset Protection Trusts Contrasted with Foreign Trusts," Estate Planning.
* "Protecting the Dental Practitioner's Assets," Colorado Dental Association.
* Asset Protection Planning Guide - A State-of-the-Art Approach to Integrated Estate Planning, CCH Incorporated.
* "Top Ten Common Misconceptions in Asset Protection Planning," CBA Trusts & Estates Section's Council Notes.
* "Asset Protection Planning," Worcester Medicine.

David's public speaking engagements include:

* "The Asset Protection Component of Estate Planning -Parts One and Two," College for Financial Planning, Denver, Colorado (CD available.)
* "Integrating Asset Protection Planning with Overall Estate Planning," - Boulder County Estate Planning Council, Boulder, Colorado.
* "The Asset Protection Component of Integrated Estate Planning; All Perils Insurance via Foreign Situs Trusts," - RSM McGladrey 2003 Tax Conference, Chicago, Illinois.
* "Estate Planning for Medium Sized Estates," UMKC Heart of America Tax Institute, Kansas City, Missouri.
* "Trusts and Estates - The Asset Protection Component of Integrated Estate Planning," Law Education Institute CLE Conference, Steamboat Springs, Colorado.
* "Asset Protection," - University of Denver Graduate Tax Program Annual Tax Update Conference, Denver, Colorado.
* "Asset Protection," - International Association of Matrimonial Attorneys, Bermuda.
* "Asset Protection Planning," IBS-CNN TV, Los Angeles, California.
* "Foreign Trusts: Still Viable for Protection Planning," - Great Western Planning Conference, National Foundation, Las Vegas, Nevada.
* "Update and Developments: Expatriation and Foreign Trusts," - National Law Foundation Caribbean Estate Planning Conference, Palmas, Puerto Rico.
* "Traps and Pitfalls of Asset Protection and Offshore Planning," - Colorado Society of CPAs, Denver, Colorado.
* "Strategic Tax and Asset Protection Planning for High Net Worth Clients," - National Law Foundation, Dominican Republic.
* "Use of Foreign Situs Trusts for Asset Protection Planning," - AICPA, Orlando, Florida.
* "Asset Protection," - National Law Foundation, St. Lucia Conference, St. Lucia, West Indies.
* "Asset Protection," - National Jewish Hospital, Denver, Colorado.

For some time now, I have been gifting to interested persons two CDs discussing estate planning issues that are near and dear to my heart. I am happy to continue this, as I have been told that they do a good job of communicating the all important “What It Is and Why It Works” of difficult concepts. The “it,” in this instance is the sophisticated type of asset protection planning with which I have become virtually synonymous over the years.

The audio clips below come the first CD of a two CD set. Please contact David Lockwood's office if you would like both Asset Protection CDs mailed to you.

Mary Busse—Support Staff for David L. Lockwood
Mary@davidllockwood.com
(303) 436-9121

Support Documents
Initial Asset Protection Structure Example
Further Protective Measures Mode Asset Protection Structure Example

Introduction


“What It Is”


Control Issues


What Assets Go Where?


“Hot” Assets vs. “Cool” Assets


Tax Neutrality


“Why It Works”

Asset Protection Planning Guide - A State-of-the-Art Approach to Integrated Estate Planning, CCH Incorporated.
The Colorado Bar Association - Trust & Estate Section Council Notes	Ten Common Misconceptions Regarding Offshore Asset Protection Planning

 

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