Posts tagged with: "Asset-Protection"
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13 Feb 2008, 7:27 am
It concluded that the wealthy are primarily concerned about the safety of their family, but they also have significant concerns about the protection of financial assets such as stocks, bonds, real estate and other investments. [read post]
26 Nov 2010, 3:30 pm
We can reduce these financial burdens while providing our clients superior quality of care, and protecting the family’s assets. [read post]
10 Jul 2012, 4:30 am
The IP Professional community must find ways to work with Wall Street to help educate and protect the credibility of IP as an emerging asset class, and not allow IP assets to become cannon fodder for deals or the investment “flavor of the month. [read post]
19 Feb 2012, 4:46 am
argued that the assets should be turned over to Giordano's bankruptcy estate because he was the beneficial owner at the time he filed for Chapter 7 bankruptcy protection. [read post]
1 Feb 2016, 10:00 am
There are certain property exemptions and other options to protect assets under state and federal laws. [read post]
30 Sep 2018, 1:40 pm
Since ratification of the Revised Uniform Fiduciary Access to Digital Assets Act (“RUFADAA”) in 2015, the guidelines for third-party access of digital assets of deceased or incapacitated parties has been refined to include guidelines to estate fiduciaries (i.e. trustees, executors, or other agents) and court-appointed conservators or guardians of protected persons’ estates with power of attorney appointment to gain lawful access to a named… [read post]
2 Oct 2017, 12:46 pm
Once a tool for wealthy families to protect their assets when heirs got married, prenuptial agreements are now much more common in our society. [read post]
25 Jul 2013, 7:00 am
These services include the drafting and revision of estate-planning professionals, as well as planning for incapacity, asset protection, insurance, and retirement income. [read post]
18 Oct 2013, 5:48 am
It means that when you are considering making transfers or gifts a part of an asset protection plan, or in anticipation of applying for Medicaid, you run a higher risk of finding yourself facing nursing home litigation. [read post]
25 Mar 2015, 11:03 am
One of the first and sometimes most difficult tasks faced by an Executor or Administrator of an estate is to identify, protect and collect the assets of a decedent’s estate. [read post]
18 Jul 2017, 6:00 am
Employees as a Protected Asset Turning back to what surprised me, two of the NDAs I reviewed this week failed to treat employees as protected assets. [read post]
5 Jun 2023, 8:58 am
There is a point where it can be too late to protect your assets from high nursing home costs. [read post]
20 Apr 2014, 6:36 pm
Small investors will be better protected against mutual funds and other investment funds that take excessive or unnecessary risks with their money under legislation approved by the European Parliament. [read post]
29 Jun 2023, 9:06 am
Binance objected to an SEC press release that said asset protections in an agreed consent order were needed because “Zhao and Binance have control of the platforms’ customers’ assets and have been able to commingle customer assets or divert customer assets as they please. [read post]
15 May 2022, 11:00 am
These include protection of the assets against creditors of only one spouse, avoidance of probate, and protection of one spouse from unauthorized disposition of TBE property by the other.Regarding this last point, it is well settled in Florida that an estate by the entireties is vested in the husband and wife as one person, and neither spouse can sell, forfeit, or encumber any part of the estate without the consent of the other, nor can one spouse alone lease it or… [read post]
13 Aug 2024, 10:54 am
This type of trust is often used for asset protection and estate tax reduction. [read post]
14 Jul 2011, 8:17 am
Clients come see me in my Miami or Fort Lauderdale bankruptcy offices and they easily qualify for Chapter 7 bankruptcy in Florida, however they have assets, and their assets are not going to be fully protected in a Chapter 7 filing. [read post]
25 Mar 2012, 8:43 am
If your spouse is required to enter a skilled nursing facility it is not necessary for you to "give away" all of your assets to protect your assets from the cost of your spouse's nursing home care.Assuming that you and your spouse do not have adequate assets, or long term care insurance, to pay for your spouse's long term care needs in a skilled nursing facility, you will want to apply for and obtain Medicaid benefits to pay for your… [read post]
19 May 2009, 8:32 am
The rules are designed to give more protection to investors who give custody of their money to investment advisers, a practice that will always involve some level of trust and some potential for fraud. [read post]
26 Jan 2017, 10:52 am
One of the best forms of asset protection we can provide is through a trust that contains a spendthrift provision. [read post]
