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How to select an asset protection attorney: 14 questions to ask your prospective lawyer

How to select an asset protection attorney: 14 questions to ask your prospective lawyer

Selecting an asset protection attorney can be a daunting task, especially when so many inexperienced attorneys advertise asset protection services. So how can you weed out the bad from the good – the unqualified from the qualified?  We have developed this list of fourteen questions that should be asked of every asset protection attorney before […]

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LAWSUITS IN THE COOK ISLANDS: PROPER TRUST STRUCTURING SAVES THE DAY (and the trust)!

April 26, 2018
LAWSUITS IN THE COOK ISLANDS: PROPER TRUST STRUCTURING SAVES THE DAY (and the trust)!

We have often stated that the only way for a creditor to “get at” the assets held in a properly structured Cook Islands asset protection trust is for the creditor to bring a case in the Cook Islands. Why? The Cook Islands court is the only court which has jurisdiction (power) over the trustee, which, under trust law, is the holder of legal title to trust assets.

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Toni 1 Trust Case Provides Roadmap to DAPT Failure

April 18, 2018
Toni 1 Trust Case Provides Roadmap to DAPT Failure

We’ve said it before and we will say it again, Domestic Asset Protection Trusts (“DAPTs”) are not reliable. Can they work sometimes? Of course. Would you use a seatbelt that worked sometimes? Of course not. As if additional evidence of this was needed, the Bertrans and their Toni 1 Trust have come along to provide […]

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Tax Reporting for a Foreign Trust (Video)

March 10, 2018
Tax Reporting for a Foreign Trust (Video)

How does an offshore planning structure affect tax reporting requirements? Attorney Howard Rosen explains the federal reporting requirements for a foreign trust.

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Planning for a Divorce (Video)

February 15, 2018
Planning for a Divorce (Video)

How can asset protection planning be utilized to plan for a divorce? Attorney Patricia Donlevy-Rosen explains how an offshore trust can be utilized for premarital and postmarital planning.

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