Asset Protection with Offshore Trusts – The Cook Islands

This article is somewhat sensational (like most lay-articles on the subject of Asset Protection)  in that it focuses on the “bad users” but the science is still sound. There are likely more people abusing tax deductions and self-directed IRAs than the kind of well timed and tax neutral offshore trust planning which we’ve helped 1000′s […]

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 […]

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

Island

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 […]

Why The Sky is NOT Falling on Offshore Asset Protection Trusts

ASSET PROTECTION

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 […]

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 […]

Managing Investments held in an offshore Asset Protection Trust

OFFSHORE TRUSTS

Using the massive deterrence and proven level of protection available in offshore Asset Protection systems requires a team of experienced and knowledgeable professionals working to make sure that you are doing things safely, legally and effectively. That team typically includes an Asset Protection attorney, a trustee, an offshore bank, a great CPA, and an investment advisor. […]