In 2009, asset protection specialists watched a major Internal Revenue Service drive to flush out secret foreign bank accounts while a financial crisis brought to light mammoth Ponzi schemes and took down publicly traded companies. But we saw few...
Perhaps one of the most noticeable developments I'm seeing in the last couple of years is clients and their advisors paying increasing attention to situs and jurisdiction selection in estate planning. Indeed, they're regularly considering...
The unsettled estate tax environment and harsh economic climate have created a new competitiveness: to be considered the jurisdiction for trusts and win the most trust business. Clients certainly are benefitting. If they select the right...