Atrio of recently released surveys suggests that estate planners are probably going to be chasing after the same clients those with $30 million and more. People with $5 million or less are less likely to be receptive to advisors' attention. And...
It's Thursday morning, June 17, and a small bankruptcy courtroom in downtown Miami is packed with lawyers and summer associates who have gathered to see the latest showdown between asset protection bad boy Stephan Jay Lawrence, Judge A. Jay...
How would you like to offer your well-to-do clients an estate plan that eliminates or significantly reduces estate taxes and generation skipping taxes (GST) while providing the family with immediate use of the assets and creating a significant...
About 15 years ago, offshore asset protection trusts were a somewhat exotic product, offered by only a handful of attorneys in the United States. One Colorado firm experienced in offshore trusts even partnered with other firms and attorneys across...
There are many clients whose primary beneficiaries are not a spouse, children or other closely related person. In fact, beneficiaries often are completely unrelated to settlors when settlors are without spouses or children or when they are in same...
Here are reports on two of the items featured on Trusts & Estates covers: On the November 2003 cover: Maria Altmann's suit to recover six paintings from the state-owned Austrian Gallery can go forward in a U.S. federal court, the U.S. Supreme...
People should think carefully before deciding to move to Florida to take advantage of the state's favorable asset protection laws. Attorneys and advisors need to have some understanding of the potential traps clients may fall into as they try to...
Not all wealthy clients enjoy the prospect of a permanent estate tax repeal. Because federal lawmakers keep talking about making the repeal permanent after the year 2010 but don't actually do it, some affluent Americans are having terrible...
Saving for college is simple if a financial advisor is possessed of a Kreskin-like ability to predict the future of the tax code, financial aid programs and investment returns while also correctly anticipating if, when and where a client's...
Tending to the financial needs of a family-owned small business is a complex affair, but it's not nearly as unique a task as it might seem at first blush. To be sure, the owners of these businesses have a number of concerns that set them apart...
