Wealth Strategies Journal
Subject IndexAsset ProtectionBusiness SuccessionEstate PlanningFiduciary IssuesHigh Net Worth FamiliesInsuranceInvestmentsMarketingMultigenerational ValuesPhilanthropyRetirement Benefits

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April 2007
 

Columns

Family Offices:
"Artwork And Collectibles: An Introduction"

Matthew F. Erskine, Esq
This Article is the first in a five-part series on handling artwork and collectibles in family offices and estate planning generally.  This article is an introduction to the work of collecting, the next will focus on issues of valuation and then we will move on to techniques and recent case law involving artwork and collectibles.  Finally we will look at recent changes in the law and trends in collecting generally.

Relational Estate Planning:
"Croakspeak"

Gerald Le Van

Features

Bankruptcy And Probate
Paul D. Pearlstein
This article will attempt to familiarize the reader with bankruptcy law and how it may interact with probate and intervention proceedings.


Strategies For Generating Income
Michael D. Cohn
In order to manage risk, merely diversifying into investments and asset classes defined as non-correlated is not sufficient as an asset protection strategy. For investors and fiduciaries seeking to add value to a portfolio by either generating additional income or managing investment risk, the markets have created an instrument to accomplish this, derivatives or options. The article starts with a short primer on the option pricing model then we will successively be looking into option-writing strategies as a means of generating additional income, option-buying strategies as a means of hedging downside risk, collars, and a strategy that combines elements of all three.

 
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