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Attorney Ike Devji

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Ask These Questions Before Buying Life Insurance

November 13, 2017 by Ike Devji, Asset Protection Lawyer Leave a Comment

The fourth quarter of the year is when life insurance sales kick into high gear. In many cases, life insurance is often sold as a tax savings plan, here are the questions you must ask before purchasing this important asset. The majority of this discussion involves the use of some form of “whole life” insurance […]

Filed Under: Due Dilligence, estate planning, estate tax, Ike Devji, ILIT, Life Insurance Tagged With: CPA, Doctors, Due Diligence, entrepreneurs, financial advisors, Ike Devji, investing, life insurance, scams, tax planning, taxes

Estate Planning FAIL: Trusts Without Pour-Over Wills

February 2, 2015 by Ike Devji, Asset Protection Lawyer Leave a Comment

  This is the first article in a new series by Probate Litigation  attorney Robert Sewell which will focus on “war stories” regarding common estate planning mistakes, as seen by a probate and trust litigator.  These stories are meant to serve as lessons for the average reader.  If you see the fact pattern below in your estate plan, […]

Filed Under: Arizona Estate Planning, estate planning, estate tax, Family Legal Planning, Gifting - Wealth Transfer, women & money Tagged With: arizona, estate, estate planning, Ike Devji, inheritance, lawsuits, pour-over will, Probate, Robert Sewell

Thinking about gifting wealth before year end? See these articles on 2012 estate tax changes.

November 26, 2012 by Ike Devji, Asset Protection Lawyer Leave a Comment

  BUILDING THE RIGHT TRUST Incentives, credits and deductions within the U.S. tax system are currently in the spotlight, and most advisors are aware that unprecedented exemptions for gift and estate taxes are set to expire on December 31. Less clear, however, is how families can manage their assets to capitalize on the credits before […]

Filed Under: 2012 Economy, estate planning, estate tax, estate taxes, family business, financial literacy, gifting, wealth transfer Tagged With: 2012, death tax, estate tax, gifting, Ike Devji

Hidden Assets, Buried Gold, Stuffed Safes and Other Asset Protection and Estate Plans FAILS

July 30, 2012 by Ike Devji, Asset Protection Lawyer 4 Comments

The article below is by Attorney Mike King, and shares some detail on the legal issues surrounding intestate property and especially that which is “hidden” and undisclosed. My expectation is that this will be a common story for the next twenty years plus as many people who are currently accumulating and “hiding” assets like gold, jewels, […]

Filed Under: Asset Protection, Asset Protection Fraud and Failures, estate planning, estate tax, financial literacy, funding, Gifting - Wealth Transfer, Legal Strategies, personal security, recession, recession survival, Wealth Transfer Strategies Tagged With: arizona lawyers, Asset Protection, estate planning, Gammage and Burnham, hiding assets and wealth, Ike Devji, intestate assets, Mike King, phoenix lawyers, physical gold

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

May 18, 2012 by Ike Devji, Asset Protection Lawyer Leave a Comment

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 […]

Filed Under: Asset Protection, Asset Protection Fraud and Failures, asset protection trusts, estate tax, Expatriation, foreign bank accounts, offshore, offshore banking, offshore trusts, scams, secret bank accounts, taxation, trusts, Wealth Transfer Strategies Tagged With: Asset Protection, Expatriation, facebook, Ike Devji, Offshore banks, Offshore investments, Offshore Trusts, taxation, U.S. Citizens

An Improperly Cancelled or Lapsed Life Insurance Policy Can Lead to Taxable Income

April 16, 2012 by Ike Devji, Asset Protection Lawyer 1 Comment

A recent Tax Court decision, Estate of Feder, T.C. No. 1628-10, T.C. Memo. 2012-10, January 10, 2012, shows advisors that the Tax Court had no trouble ruling that the taxpayer, Yulia Feder, received taxable income on the lapse of her old Northwestern Mutual life insurance policy despite the fact that she did not receive any cash from the […]

Filed Under: cpa, estate planning, estate tax, financial literacy, Life Insurance, Life Insurnace Conversions Tagged With: accounting, CPA, Ike Devji, life insurance, policy cancellation, policy lapse, tax

Common Estate Planning Mistakes Made By Physicians

December 29, 2011 by Ike Devji, Asset Protection Lawyer 1 Comment

For most doctors, the second step taken in personal financial and legal planning after setting up retirement accounts is some basic estate planning, typically in the form of a will or a revocable living trust. Below are some of the common issues that negatively affect physicians and their families if not properly addressed. The good […]

Filed Under: chiropractors, dentists, Doctors, estate tax, FINANCIAL ISSUES FOR DOCTORS, financial literacy, Ike Devji Tagged With: Asset Protection, Dentists, Doctors, estate planning, Ike Devji, physicians investing, trusts

Incomplete Gift Tax Reporting – A Common FATAL Asset Protection Flaw

September 19, 2011 by Ike Devji, Asset Protection Lawyer Leave a Comment

RELYING ON GIFTING TO RELATIVES AND FRIENDS  (SEE ALSO FAILING TO ACT)  Transferring all of your assets to your spouse and/or children, especially after something has happened, will not protect your assets from a lawsuit. Even if it did protect those assets from your lawsuits, transferring your assets to your spouse and/or children opens up another Pandora’s […]

Filed Under: abusive tax schemes, Asset Protection, Asset Protection Fraud and Failures, cpa, estate planning, estate tax, fraud, Gifting - Wealth Transfer, scams, taxation, taxes, Wealth Transfer Strategies Tagged With: Asset Protection, CPA, gift tax returns, gifting, Ike Devji, incomplete gifting, tax fraud

What You Must Know about Life Insurance Policy Conversions – Estate Planning

February 16, 2011 by Ike Devji, Asset Protection Attorney Leave a Comment

  The importance of working with legal and financial professionals that really do their homework is more important than ever before as Americans are taking estate planning seriously, reviewing the economic effieicney and being “pitched” a variety of options. Insurance expert Ed Hinerman shared some great tips and caveats with us below.  – Ike Devji   […]

Filed Under: estate planning, estate tax, financial advisors, life Insurance conversions, Uncategorized Tagged With: ed hinerman, estate planning, Ike Devji, life insurance conversions

Federal Estate Tax for 2010 – What you must KNOW and DO

February 1, 2010 by Ike Devji, Asset Protection Attorney Leave a Comment

What you need to know: The Congressional debate on estate tax legislation has been put on pause during its recess, allowing current legislation that repeals the federal estate and generation-skipping transfer taxes to take effect. What you need to do: Individuals should determine whether these changes will affect their estate planning and stay abreast of […]

Filed Under: Asset Protection, estate planning, estate tax, Ike Devji

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See Ike’s Work In Action

· Ike Devji on Acrimoney.com
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· Ike Devji on Risk and Threat Management

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