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Attorney Ike Devji

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Asset Protection VITAL When Selling Your Business

May 4, 2017 by Ike Devji, Asset Protection Lawyer Leave a Comment

  Asset protection, perhaps counter intuitively, is just as important for entrepreneurs who are selling their businesses as it is for those who are running one. In fact, “selling a business” is one of my “risk factors” listed in the chart below. Most so-called succession and exit planners focus only on the deal terms, taxation, the valuation, estate planning, life insurance sales and where your sales […]

Filed Under: Arizona Asset Protection, Asset Protection, Baby Boomers, business owner and entrepreneur, Business Owners, business valuation, Director and Officer Liability, Entrepreneurs, family business, Succession and Transition Planning Tagged With: Asset Protection, Entrepreneur, Exit Planning, Expert, Ike Devji, lawyer, selling a business, sucesssion

Are 529 plans creditor protected? Maybe.

October 27, 2015 by Ike Devji, Asset Protection Lawyer Leave a Comment

Asset Protection attorney Ike Devji was recently quoted in financial author Geri Detweiler’s article on creditor protection of 529 college savings plans that appeared at Yahoo Finance and Credit.com among several other sites.   SEE THE ARTICLE HERE:  http://blog.credit.com/2015/10/can-a-debt-collector-take-my-kids-college-fund-126590/   The article explores the often complex and confusing laws surrounding the creditor protection of 529 […]

Filed Under: 529 and College Savings Plans, asset protection strategies, Baby Boomers, Bankruptcy, children, Family Legal Planning, parenting Tagged With: 529, Asset Protection, college savings plans, Creditor Protection, kids, parents

IRA Creditor Protection Issues – Asset Protection

June 12, 2015 by Ike Devji, Asset Protection Lawyer 1 Comment

Although IRA asset protection is provided by law to most personally owned and funded IRA accounts there are several other important asset-protection issues doctors, business owners, and other successful individuals need to consider. The (very) general rules of thumb about IRAs: For the purposes of brevity in the context of this column, in most cases, your […]

Filed Under: Arizona Asset Protection, Asset Protection, Asset Protection for Doctors, asset protection law, asset protection trusts, Baby Boomers, estate planning, Family Legal Planning, financial advisors, financial literacy, IRA creditor protection, IRA Trusts, Marriage and Family, Retirement Plan Creditor Protection, retirement plan funding Tagged With: arizona, asset protection lawyer, Creditor Protection, Expert, Heirs, Ike Devji, Inheritence, IRA, IRA Trusts

Prenuptial Agreements Key Issue in Asset Protection

May 6, 2015 by Ike Devji, Asset Protection Lawyer Leave a Comment

One of the issues most likely to adversely affect your wealth is a simple statistic: nearly 50 percent of marriages end in divorce. With the summer wedding season upon us it’s time for a simple discussion of prenuptial agreements and why they must be part of every business owner, executive and physician’s risk-management plan. I […]

Filed Under: Asset Protection, Asset Protection for Doctors, asset protection strategies, Baby Boomers, Business Owners, CEO, Divorce, Family Legal Planning, Family Office, Marriage and Family, women & money Tagged With: arizona, Asset Protection, divorce, Ike Devji, marriage, Prenup, Prenuptial Agreement, Wedding

What Baby Boomers Must Know About Selling Their Business

November 18, 2014 by Ike Devji, Asset Protection Lawyer Leave a Comment

We provide asset protection planning for many types of people. One of my favorite types of client is the successful business owner who is ready to sell and enjoy the fruits of their hard earned labor. Contrary to popular advice, your liability does not end at the sale and one of the things I’m always […]

Filed Under: Baby Boomers, business legal planning, Business Owners, closely held business, family business, Family Legal Planning, Succession and Transition Planning Tagged With: arizona, Baby Boomers, business sale, Exit Planning, lawyers, Sucession Planning, Susan Wells

See Ike’s Work In Action

· Ike Devji on Acrimoney.com
· Ike Devji on CFO ADVISORS
· Ike Devji on Infosec Island
· Ike Devji on Risk and Threat Management

Money Matters Interview

Recent Posts

  • The Business Roundtable Podcast: Asset Protection
  • The Risks of Doing Business With Family Members
  • Campaign Contributions: What Business Owners Need to Know
  • Recession Asset Protection – Is My Bank Safe?
  • Asset Protection for Pain Management Doctors and Anesthesiologists

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