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PROTECTING REAL ESTATE WITHOUT AN OFFSHORE TRUST: Now It Can Be Done!

April 20, 2017
PROTECTING REAL ESTATE WITHOUT AN OFFSHORE TRUST: Now It Can Be Done!

This newsletter discusses a new strategy to protect real estate when one does not have an offshore trust.

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Asset Protection Trusts: Current U.S. Tax Reporting Requirements

November 11, 2015
Asset Protection Trusts: Current U.S. Tax Reporting Requirements

This newsletter discusses the major current U.S. tax reporting requirements for the asset protection trust.

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SELLING YOUR BUSINESS? Beware the “Post Sale Price Reduction” – Protect Those Sale Proceeds!

July 20, 2015
SELLING YOUR BUSINESS? Beware the “Post Sale Price Reduction” – Protect Those Sale Proceeds!

This newsletter discusses litigation risks associated with the sale of a business and what a smart seller should do to protect the sale proceeds.

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SO YOU THINK YOUR HOMESTEAD IS PROTECTED? Think Again!

March 23, 2015
SO YOU THINK YOUR HOMESTEAD IS PROTECTED? Think Again!

This newsletter discusses some loopholes to the protection of your homestead, and what you can do to close those loopholes and ensure that protection.

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ENHANCING CREDITOR PROTECTION OF IRA FUNDS: Inherited and Otherwise

October 24, 2014
ENHANCING CREDITOR PROTECTION OF IRA FUNDS: Inherited and Otherwise

This newsletter discusses protecting an inherited IRA and your own IRA from creditors, particularly in view of the 2014 Supreme Court case of Clark v. Rameker.

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