As a financial advisor, you will have clients who are doctors, lawyers, accountants, or real estate agents. There are the top four professions that attract lawsuits when they make costly mistakes. If ...
Jeffrey M. Verdon is a partner and chair of the Asset Protection Practice Group at Falcon Rappaport & Berkman LLP, a full-service law firm based in New York and working from the Newport Beach, Calif., ...
Listen to "Asset Protection Explained: Offshore Trusts, Taxes & Wealth Security with Howard Rosen" on The Attorney Post podcast. About Donlevy-Rosen & Rosen, P.A.: ...
The Law Office of Libby Banks, PLLC has announced that it is expanding its educational seminars to help clients better understand estate planning and asset protection. The firm, known for its ...
Trusts offer many significant benefits for estate planning, including asset protection and efficient wealth transfer. As the leading authority on tax management and wealth generation, Tom Wheelwright ...
Forbes contributors publish independent expert analyses and insights. I write about charitable giving and estate planning ideas. A Delaware court (by the Magistrate in Chancery) recently upheld the ...
There has lately been a renewed interest by clients in asset protection planning. A problem for these clients and their planners who are unfamiliar with asset protection planning is that there is ...
The Spousal Limited Access Trust (SLAT) is mostly used to transfer assets out of the donor’s taxable estate yet provide “limited” access to the donor’s spouse and other beneficiaries. Not just for the ...
It is well-settled law in all of our states that a husband and wife can contract with one another. 1 It's also well-settled that, in all states, future spouses can enter into a pre-marital contract, ...
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