Knowing the Rules, and Knowing They Won’t Change, Can be Helpful
The sixteen states that have passed asset protection trust law often compete with one another for business, each trying to woo individuals to use a trust company in that state […]
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Transfers to Cook Islands Trust Not Voidable
In a previous blog, we discussed the “Bellinger” case and how the court concluded that the debtor’s actions were defensible. To briefly recap the facts, this was the matter in […]
How to Easily Integrate Asset Protection Trusts into Your Estate Plan
Asset protection has become a common goal of estate planning. Asset protection trusts come in many different forms and can be used to protect property for your use and benefit […]
Don’t Let the Tax Tail Wag the Dog: Client Concerns, Not the Estate Tax, Should Drive Estate Planning
Washington’s negotiations about 2013 tax laws are getting lots of press. As estate planning professionals, we are often asked our opinions about what the 2013 estate tax laws might be […]
Planning for Advanced Asset Protection
Asset protection is vitally important in our ever more litigious society, and more wealth planning teams are needed who understand the intricacies of this area and can collaboratively implement advanced […]
Using Advanced Irrevocable Trusts for Income and Estate Tax Savings: Making 2012 Count
The next nine months are an exceptional window of opportunity for your clients to make family wealth transfers. The federal gift and estate tax exemption is $5,120,000, and both income […]
Asset Protection Planning – Teamwork Is Required for Success
Asset protection planning is a growing area of practice for many members of the estate planning team. But, it is not something that one member of the team can do […]