By Robert L. Moshman, Esq. I'm gonna sit right down and write myself a letter. And make believe it came from you.I'm gonna write words oh so sweet They're gonna knock me off my feet A lotta kisses on the...
Continue reading "The Estate Analyst: "Nevada-nizing Asset Protection""
By: David Pratt, Esq. and Lisa M. Stern, Esq.OVERVIEWAn individual's decision to change his or her domicile to Florida is generally driven by personal factors, such as proximity to one's family, retirement, health issues, a new job, or a change...
Continue reading "Tax and Asset Protection Motivations for Acquiring a Florida Domicile"
Paul D. Pearlstein Washington, D.C. This note will attempt to familiarize the reader with bankruptcy law and how it may interact with probate and intervention proceedings.1 I. Some Questions and Answers Q. May a solvent or insolvent...
William H. Lunger and F. Peter Conaty, Jr. Martin, Conaty & Lunger, P.A., Wilmington, DE I. Introduction. The purpose of this article is to provide an overview of (i) the basic concepts of an Asset Protection Trust...
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Linda J. Ravdin A premarital agreement is a legally binding contract between two people who intend to marry that determines the property rights of the surviving spouse upon the death of the first spouse and that may...
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Jonathan E. Gopman Cummings & Lockwood LLC, Naples FL Crummey Powers and 5 and 5 powers are two of the most common forms of withdrawal rights granted to beneficiaries of trusts. Planners using trusts containing such withdrawal rights...
Continue reading "Asset Protection: "UTC Section 505(b) - Pandora Opens The Box""
Alexander Bove Believe it or not, there was a time when just about the only investment choices in the public "stock market" were stocks and bonds. As economies grew and amounts of investable assets grew even more, however,...
Continue reading "Stripping in Private: Planning with Stripped Installment Notes"
