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This page is a archive of recent entries in the Asset Protection category.

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Part IV: An Introduction to Lesser Known But Useful Trusts

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Editor's Note: This is the fourth in a six-part series by Wendy Goffe of Graham & Dunn that will be published weekly through September.PART IV: AN INTRODUCTION TO LESSER KNOWN BUT USEFUL TRUSTSBy: Wendy Goffe, Graham & Dunn, Seattle, WAConstructive...

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Part III: An Introduction to Lesser Known But Useful Trusts

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Editor's Note: This is the third in a six-part series by Wendy Goffe of Graham & Dunn that will be published weekly through September.PART III: AN INTRODUCTION TO LESSER KNOWN BUT USEFUL TRUSTSBy: Wendy Goffe, Graham & Dunn, Seattle, WAPurpose...

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Second Circuit Reins in Section 2036 Mother Continuing to Share Property with Son Does Not Constitute "Enjoyment and Possession"By: Espen Robak, CFA of Pluris Valuation AdvisorsIn our currently stressed economic circumstances there may be a parent or two who feels...

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Part II: An Introduction to Lesser Known But Useful Trusts

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Editor's Note: This is the second in a six-part series by Wendy Goffe of Graham & Dunn that will be published weekly through September.PART II: AN INTRODUCTION TO LESSER KNOWN BUT USEFUL TRUSTS By: Wendy Goffe, Graham & DunnI. Commercial Trusts.The...

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Part I: An Introduction to Lesser Known But Useful Trusts

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Editor's Note: This is the first in a six-part series by Wendy Goffe of Graham & Dunn that will be published weekly, now through September.AN INTRODUCTION TO LESSER KNOWN BUT USEFUL TRUSTSBy: Wendy S. Goffe, Graham & Dunn, Seattle, WAI....

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By: Espen Robak, Pluris Valuation Advisors In Estate of Hilde E. Erickson, TCM 2007-207 (April 30, 2007), the IRS determined a $734,599 Federal gift tax and a $718,320 Federal estate tax deficiency of the estate of Mrs. Hilde E....

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Estate Analyst: A Billionaire's Free Pass

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Also: Michael Jackson's Estate Revisited and Other Celebrity Estates By Robert L. Moshman, Esq.   "Ready? 1,2,3,4 This is it, Here I stand I'm the light of the world I'll feel grand Got this love, I can feel And...

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The Power of Attorney in 2010

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The Power of Attorney in 2010 By: Russell Haddleton, Haddleton & Associates P.C.   The durable power of attorney is coming of age. It is a marvelous tool to provide for financial matters in the event of disability, and...

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 By Robert L. Moshman, Esq.   "Fiduciary liability is a hot issue, and estate planning is now the second or  third highest area of new malpractice claims--and growing rapidly."  -Robert G. Alexander   Estate planning and estate administration practice...

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By Terry Philip Segal and Michael M. Mustokoff                  At present, many American taxpayers who have or had undeclared UBS Swiss bank accounts, as well as undisclosed accounts in other foreign banks, run a risk of criminal prosecution or...

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