Cross PurchaseBy: Martin M. Shenkman, CPA, MBA, JDRedemption v. Cross-Purchase: There are two categories of buyouts: (1) Redemption (entity buys equity); or (2) Cross-purchase (each equity owner, say shareholder) buys the equity (say stock) of the other. Cross-purchase can provide...
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Cross Tested Retirement Plans: The Future of Tax and Asset Protection Planning for Small BusinessBy: Nick Paleveda, MBA, JD, LLMTYPES OF RETIREMENT PLANSThe 401(k) Plan.A 401(k) plan is a plan to defer salary also known as an elective deferral plan....
When Can I Retire? Answers from the Historical Recordby: Wade D. Pfau, Ph.D., CFADirector of Macroeconomic Policy Program and Associate ProfessorNational Graduate Institute for Policy Studies (GRIPS)7-22-1 Roppongi, Minato-ku, Tokyo 106-8677 JapanEmail: wpfau@grips.ac.jpphone: 81-3-6439-6225website: wpfau.blogspot.comThis study extends a framework for...
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How to Review a Commercial Real Estate Appraisal Report: How Can an Attorney Ascertain the Merit of An Appraisal?Christopher P. Casey: Before even discussing the appraisal report, perhaps we should address the merit of the appraiser performing the work?...
The SCIN-GRAT: Combining a Bet-to-die Technique with a Bet-to-live TechniqueBySteven J. Oshins, Esq. Some estate planning techniques work better the shorter a person lives and others work better the longer a person lives. An interesting twist is to combine...
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Surviving the Great Consternation Investing and Elder Care in the Age of RecessionBy: Robert L. Moshman, Esq."It's a recession when your neighbor loses his job; it's a depression when you lose yours." --Harry S. TrumanThe time of the Great Consternation...
Recent Developments in Asset Protection Law - July 2011By: Jay AdkissonFRAUDULENT TRANSFERSiGrip: Are Domain Names Subject To The Fraudulent Transfer Laws?Herbert Richter Metall Waren-Apparatebau GMBH v. GIB Services, LLC, 2011 WL 2517232 (E.D.Va., Slip Copy, June 4, 2011).Trademarks have...
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The Art of DiversificationBy: Andy Reynolds, MBA of Boardman Wealth Planning, Inc.History of Modern Portfolio Theory"The basic concepts of portfolio theory came to me one afternoon in the library while reading John Burr Williams's Theory of Investment Value. Williams...
ANNUITIES: The Advisor's ConundrumWhen you come to a fork in the road, take it. - Yogi BerraBy: David F. Sterling, JDEditor's Note: This is the first in...
Recent Developments in Asset Protection Law - June 2011By: Jay D. AdkissonASSET PROTECTION STRUCTURES Gun Bo: Cook Islands Trust, Family Limited Partnership and GarnishmentGun Bo, LLC v. Cork, 2011 WL 2119030 (Ariz.App. Div. 1, Unreported, May 19, 2011).In this Opinion, the Arizona...
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