Protecting Your Business From Cyber Liability

Data Breach and Cyber Liability insurance is a vital first line of defense against a variety of exposures for any business that takes payments, has confidential information, uses social media or has a duty to protect HIPAA information, as just a few examples. Asset Protection lawyer Ike Devji explains what every business owner and entrepreneur […]

Asset Protection Attorney Ike Devji Featured In Wall St. Journal

Phoenix, Arizona. Asset Protection attorney Ike Devji was recently featured in a Wall Street Journal story about Offshore Asset Protection Trusts by Norb Vonnegut. “It was pleasure to be part of Norb’s story, especially since he took the time to ask the right questions and do his homework, most reporters focus only on the sensational […]

What is an ILIT or Irrevocable Life Insurance Trust ? (and why should doctors and business owners use it)

We’ve previously devoted a number of discussions to the use of life insurance by physicians and business owners including a look at how to buy insurance and discussions of its specific uses and how much life insurance a doctor and his or her spouse should have. This week we take an introductory look at a […]

Common Mistakes Some Smart Women Still Make With Money, Estate and Legal Planning

I’m fortunate to deal with a number of successful women across the U.S. Whether they are C.E.O.s, doctors, some other kind of professional or business owner or simply the stay at home family C.E.O. that helps manage the family’s wealth and success. Over the last ten we’ve seen both positive and negative behavior patterns among different […]

CEO and Executive Liability INCREASING with SEC: Asset Protection

We’ve implemented asset protection planning for a variety of CEOs and executives for many years. Some of these clients are highly compensated executive employees of public or private corporations, others are the owners (and hence the executives) of their own closely held businesses. Given the social and economic climate of the last few years and […]

Arizona Asset Protection Lawyer Ike Devji in Financial Consultant Magazine

Attorney Ike Devji was recently featured as an author in the premier issue of Financial Consultant Magazine. Ike’s article, “The Growing Role Of Financial Advisors – Asset Protection” takes a look at the financial devastation that many successful professionals experienced over the last few years and the role that top advisors must play in helping their […]

Is your housekeeper, chef or nanny a lawsuit liability? Probably.

The frequency and exposure of lawsuits by various domestic help is a serious and growing threat. In the last few years I have seen more claims by domestic staff including maids, nannies, housekeepers, cooks, gardeners, personal trainers and etc. than ever before. Claims include wage and labor issues, sexual harassment, personal injury, wrongful termination, and […]

Protecting Your Business: Trade Secrets and Intangible Assets

Convert Your Intangible Assets Into Corporate Crown Jewels Many businesses have substantial amounts of intangible assets in various forms that comprise a good portion of the business’ value. Today we turn to Attorney Scott Gibson with Law firm of Davis, Miles in Tempe Arizona for guidance on how to do so in a safe and reliable […]

What Could Bravo’s ‘The Queen of Versailles’ have to do with Asset Protection?

Quite a bit actually as it shows the stupidity of reckless excess spending, the importance of having cash (even for the rich) and the failure of most contemporary estate planners and business lawyers to plan ahead and think defensively, yes even the super smart ones who work only with rich people. – Ike Devji   […]

Advisor Banned By FINRA for bad OBA and R.E. deals with NFL Players

A former financial advisor who cost a group of NFL players $43 million by steering them into a bum casino investment and other bad deals including real estate deals he took a peice of has been banned from the securities industry. See the story: http://www.fa-mag.com/news/advisor-barred-from-industry-for-bilking-nfl-players-13600.html?section=43 I wish I could say this was unusual, it’s not. […]