In this issue we will examine the importance of proper design of the asset protection trust, and, integrally related to proper trust design, the importance of competent, experienced counsel. We’re sure you have all heard the expression, “bad facts make bad law”.
Sep
01
Tenancy by the Entireties: Protection No More!
This issue was scheduled to be a review of Barbados. However, a decision in a recent case which may put at risk certain “do-it-yourself” protection techniques was handed down, and is discussed in this issue.
Oct
01
Fraudulent Transfers Revisited
For years now we have stressed the importance of implementing asset protection strategies before any type of claim or threat of litigation arises. Why is advance planning continuously emphasized?
Feb
01
Offshore Trusts: A Closer Look
The use of offshore trusts in asset protection planning was briefly discussed in Volume I, Number 4. In this issue we will take a more detailed look at how and why offshore trusts are used in asset protection planning, the tax consequences of utilizing an offshore trust in your planning, and the circumstances under which the technique may not be used.
Jul
01
Traps and Pitfalls of Do-It-Yourself Asset Protection
A client recently said, “My property is protected; my wife and I own everything as joint tenants with right of survivorship”. WRONG!
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