Posts tagged with: "Asset-Protection"
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24 Mar 2014, 12:00 pm
Asset protection attorney Ike Devji was recently featured on Esq. [read post]
10 Aug 2014, 10:00 am
Estate planning and asset protection go hand in hand. [read post]
10 Jan 2016, 8:00 am
There was a recent case in Massachusetts that might undermine the use of trusts to protect assets from... [read post]
25 Jun 2023, 6:47 pm
Wealth preservation is the organized planning to protect the assets you have diligently accrued over a lifetime. [read post]
13 Feb 2014, 6:00 am
A focus of the conference this year was domestic asset protection trusts (DAPTs) and foreign asset protection... [read post]
13 Feb 2012, 8:30 am
People establish trusts for many different reasons, most commonly to provide management of assets for individuals who may not have the ability to handle financial matters, to protect assets from creditors of beneficiaries, to avoid probate and maintain privacy, to preserve eligibility of beneficiaries for governmental benefits, to achieve tax objectives, or to benefit future generations. [read post]
27 Sep 2012, 5:00 pm
Now that he is old and rich, Bernie is thinking a lot about protecting what he has, and not so much about making more. [read post]
21 Mar 2016, 6:25 am
These trusts are not only a great way to pass assets outside of probate, but also allow assets to be protected from creditors. [read post]
6 Oct 2020, 8:19 pm
With the protection in place, our clients need to be aware of exempt assets and non-exempt assets. [read post]
30 Dec 2010, 6:04 am
The absolute most difficult topic to discuss in any forum is the loss of a child. [read post]
5 Aug 2024, 11:41 am
The assets may be left to the spouse individually or in a... [read post]
9 Mar 2010, 6:40 am
This article discusses seven techniques you can use to provide creditor protection while reducing taxes, including outright gifts, family limited partnerships, irrevocable life insurance trusts and more. [read post]
1 May 2018, 6:00 pm
One handy tool in the estate planning toolbox for some married Americans is Tenants by the Entirety (TBE) ownership. [read post]
16 Dec 2019, 11:48 am
We know how hard you have worked for everything that you have. [read post]
12 Feb 2012, 10:09 pm
Normally, transfers of assets during a lawsuit come under scrutiny by courts. [read post]
14 Jun 2012, 8:00 am
In re Wilson illustrates how the misconduct of a debtor can allow a creditor to get at exempt assets. [read post]
14 Jul 2017, 6:24 am
I told them that if all of the assets stayed in their mother’s name, then their mother would be forced to spend her $475,000 of financial assets until she had less than $2,000 remaining. [read post]
17 Nov 2020, 7:00 am
We had married clients recently who suffered from catastrophic medical debt. [read post]
18 Apr 2013, 7:19 am
Given the risks faced by physicians in private practice, those physicians should all be taking steps to protect both their personal and business assets - - to the greatest extent allowed by applicable law. [read post]
30 Sep 2014, 11:53 am
And protecting your assets before some unexpected disaster strikes is more important than ever. [read post]
