Asset Protection Lawyer in Phoenix – What to Ask

Arizona lawyers are piling into the Asset Protection planning field due to both the large number of people who have finally realized that their wealth is more finite and fragile than they ever imagined and the litigation boom that inevitably follows tough times. Unfortunately, this new found interest in Asset Protection and the large number of […]

Asset Protection Trusts For Doctors – An Introduction

Asset-protection strategies for physicians take many forms and range from sound policies and procedures that seek to minimize risk and liability to crisis-management plans, the right kinds insurance, and, finally, specific legal tools. All of these strategies can be valid and effective parts of a true asset protection and risk management system and the key […]

Asset Protection Trust Jurisdictions For Doctors Part 2: Going Offshore

Last week marked the second chapter of our discussion of asset protection trusts for doctors, with a look some basic issues of jurisdiction, that is, what geographic location’s set of laws control the trust. For those who want a potentially higher degree of security with a longer track record, offshore tools like international asset protection […]

Asset Protection Trust Jurisdictions for Physicians – Part 1, Domestic

In our discussion two weeks ago we introduced the Asset Protection Trust (or APT) as a tool and answered some of the most frequently asked questions regarding what it is and how it differs from the estate-planning trust many doctors already have in place. We continue our discussion of the APT this week and examine […]

U.S. Citizen Thinking Of Expatriating? Important Articles on What it Means

Due to the nature of our practice with thousands of Americans we have safely helped use a variety of tools including offshore trusts in a safe and legal way, we get lots of questions about expatriation. Our position remains the same;  the best of usage of these tools is tax neutral and provides surety while allowing […]

Deeding Your Home To An Asset Protection Trust: Due-On-Sale Clause Lies

Great simple article on protection of your home using an Asset Protection Trust by my associate Douglass Lodmell. Many of our clients have six and seven figures in home equity. We are routinely shocked at how many successful eductaed people who have detailed and expensive estate plans in place were simply told to put it […]

Why The Sky is NOT Falling on Offshore Asset Protection Trusts

There’s always a new “landmark” case that’s blown out of proportion, the Alaska case Battley v. Mortensen merely supports existing U.S. law on the 10 year look-back in bankruptcy, if it surprised your Asset Protection planner you need better help, it’s been on the books for years. As for Banruptcy protection in general I tell my […]

Asset Protection for Your Home – Bad Legal Advice is the Norm

Mid pleasures and palaces though we may roam, Be it ever so humble, there’s no place like home. John Howard Payne (1791 – 1852) A good part of the American dream and the largest single asset many people own is their home. Whether shelter or showpiece, the sanctuary it provides and the investment we make […]

A Doctor’s Guide to Navigating Offshore Waters Safely – Asset Protection

A Doctor’s Guide to Navigating Offshore Waters Safely By Ike Devji, J.D. | April 19, 2011 In the world of physicians’ legal and financial planning there is no term as simultaneously oversold, feared, and misunderstood as “offshore.” This is especially true at tax time, as all doctors and their practice managers have been bombarded by […]