Joshua Tree Enterprises

Sign Up for Newsletter

About this Archive

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

lsaret: August 2009 is the previous archive.

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

lsaret: October 2009 Archives

By George N. Luciani, CFPDefensive Allocation portfolio management vs. buy-and-hold Long-Only portfolio management has always been a mainstay of foundations and pensions but is becoming more accessible to advisors of high net worth (HNW) clients as well. The advent of exchange traded funds...

Continue reading "Defensive Allocation Strategies Protect Portfolio Assets in Bear Markets "

By Robert L. Moshman, Esq.Attention all state havens for income and transfer taxation (this means you Alaska, South Dakota, and Wyoming), prepare to be jealous of the latest state advantage in the effort to be the most taxpayer friendly haven...

Continue reading "The Estate Analyst: "Nevada's Restricted LLC and LP""

By Robert L. Moshman, Esq.The King is dead; long live the King.1 The King of Pop's mortal life has ended with debts in excess of $500 million but the value of his immortalized image could mean an immensely valuable future...

Continue reading "The Estate Analyst: "The King of Pop's Estate: The Will of Michael Jackson""

The Estate Analyst: "Tax Reform Preview"


By Robert L. Moshman, Esq."That's one small step for man, one giant leap for mankind."               --Neil Armstong, July, 1969 Change is in the change that is. The recently released "Green Book" from the Treasury contains a look at...

Continue reading "The Estate Analyst: "Tax Reform Preview""

"Switching" ILITs


By Julius H. Giarmarco, Esq.Irrevocable life insurance trusts ("ILITs") are commonly used to keep insurance proceeds outside the estates of the grantor-insured, the grantor's spouse, and the grantor's descendants (if a generation-skipping trust is used). As the name indicates, an...

Continue reading ""Switching" ILITs"