LEGAL ARTICLES
ASSET PROTECTION & ESTATE PLANNING

Neither asset protection planning nor estate planning should be viewed as a discipline unto itself. In today’s litigious environment, practitioners should consider combining asset protection planning with each estate plan prepared for a client. After all, if our clients’ assets are lost to a catastrophic judgment, even the most sophisticated estate planning techniques are likely to be worthless.

PRIOR VERSIONS: 2008 PDF

Tell your family whether, if the occasion arises, they should take you off life support before the death tax repeal sunsets in 2011.

Intra-Family Loans are an effective way to shift wealth between family members. For those who routinely take advantage of annual exclusion gifts and want to convey additional tax-free wealth to family members, Intra-Family Loans should be considered.

IRS AFR RULINGS BY MONTH

Trusts & Estates Magazine July 2008. The mere words "asset protection" make some lawyers wince. They think asset protection is dirty and those engaged in it are the ambulance chasers of the estate planning bar. Truth is, many lawyers already are engaging in asset protection without even knowing it. Don't believe me? Take this quiz yourself, give it to your estate-planning lawyer friends, and see.

Trusts & Estates Magazine May 2008. Recent cases help keep the state's status as a haven - despite the 2005 Bankruptcy Act. This article addresses how you should hold title to your real property and financial investments to maximize asset protection.

Trusts & Estates Magazine May 2008. Institutions get higher prices for bonds than individuals - yet standard bond valuations are based on the institutional prices. The result: individuals can pay unnecessarily high estate taxes. Time to stop that. Filing a 706 with using standard valuations services where clients own a significant bond portfolio could possibly result in overpayment of estate taxes. Using a custom bond valuation may result in significant estate tax savings.

LEGAL ARTICLES - TAX LAW
The following notice is required by the IRS: Any U.S. federal tax advice contained in the articles and information in this web site is not intended to be written or used, and cannot be used or relied upon, to avoid tax-related penalties under the Internal Revenue Code, or to promote, market or recommend to another any tax-related matter addressed herein.