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This page is a archive of recent entries written by lsaret in February 2009.

lsaret: January 2009 is the previous archive.

lsaret: March 2009 is the next archive.

Find recent content on the main index or look in the archives to find all content.

lsaret: February 2009 Archives

By Robert L. MoshmanCharles Ponzi is experiencing a renaissance of interest lately thanks to the exploits of Bernard Madoff. In December, 2008, Madoff was accused of losing $50 billion of investments for his clients utilizing a Ponzi or pyramid scheme....

Continue reading "The Estate Analyst: "Scam Relief for Madoff Victims""

 by Young NohStarting several years ago, I-526 petitions for the Regional Center EB-5 cases have been on the sharp rise, and as a result, numerous I-829 applications to remove the conditional status have been already adjudicated, and even more I-829...

Continue reading "Looming Issues For Regional Center EB-5 Program"

David W. ReineckeVI.    Ethical Issues the Representation of Migrant Clients from Community Property States  A.    Estate planning attorneys in common law states face unique ethical dilemmas in representing migrant married couples from community property states.B.    Almost by definition, any act...

Continue reading "Community Property Planning Techniques for Professionals in Non-Community Property States"

By Lance S. Hall, ASA1Investors are still feeling the pain and panic of the dramatic stock market decline in the fall of 2008.  In a mere 45 trading days from September 19 through November 20, 2008, the Dow Industrial Average...

Continue reading "Gift Now! Take Advantage of the Volatility!"

By Robert L. Moshman, Esq.And now for something completely different. A super-charged multi-tasking trust that utilizes readily available techniques and turns them into a totally innovative and effective arrangement. Estate-planning iconoclast Richard Oshins, key founder of the Inheritor's TrustTM concept,...

Continue reading "The Estate Analyst: "Freeze, Squeeze & Burn Trusts""

By Martin M. ShenkmanIntroductionRepresentative Pomeroy introduced estate tax legislation with the snappy title "Certain Estate Tax Relief Act of 2009" (H. R. 436). This bill has good and bad news depending on your view of the estate tax. For many...

Continue reading "The Practical Planner: "Estate Tax Proposed Legislation: Analysis of Pomeroy Bill""

By Martin M. Shenkman, Esq.   Introduction   Irrevocable life insurance Trusts ("ILITs") are a common estate planning tool. Having a trust own your insurance can keep the proceeds outside your taxable estate, protect the proceeds for your surviving spouse,...

Continue reading "The Practical Planner: "Insurance Trusts (ILIT) Not So Simple""