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Attorney Ike Devji

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Why ALL Business Partnerships Must Have a “Buy-Sell” Agreement

July 31, 2018 by Ike Devji, Asset Protection Lawyer Leave a Comment

Any business or medical practice with multiple owners must have a funded buy-sell agreement in place to protect the partners and their families from the death or exit of a partner. We look at what should be covered in this essential legal document and what happens when it isn’t complete. What is a “buy-sell” agreement?  […]

Filed Under: Arizona Asset Protection, Arizona Estate Planning, Asset Protection, Asset Protection Education, Asset Protection for Doctors, business law, business legal planning, Business Owners, buy sell agreement, Medical Practice Management, Medical Practice Risk Management, partnerships, personal finance, Succession and Transition Planning, Wealth Transfer Strategies, women & money Tagged With: arizona, Asset Protection, business continuation plan, business law, buy-sell agreement, Dentists, Doctors, Family Business, Ike Devji, law, partnerships, personal finance, small business, succession plan

More Self Defense for Captive Insurance Company Owners

February 27, 2018 by Ike Devji, Asset Protection Lawyer Leave a Comment

Captive insurance companies may be ticking times bombs of legal and financial liability for their owners. Captive owners must act quickly, be educated about specific risks and be well represented by counsel. I previously provided specific examples of the abusive fact patterns that have drawn the ire of the I.R.S. and a list of red flags […]

Filed Under: Business Owners, captive insurance company, Doctors, FINANCIAL ISSUES FOR DOCTORS, liability insurance, Medical Practice Management, Medical Practice Risk Management, tax deductions, tax fraud, taxes, Wealth Transfer Strategies Tagged With: arizona, audits, captive insurance, dirty dozen, Doctors, I.R.S., Ike Devji, phoenix, risk management, tax fraud

What’s the Difference Between a Will and a Trust and Which one Do I Need?

June 9, 2014 by Ike Devji, Asset Protection Lawyer Leave a Comment

An estate plan is always necessary unless you want your estate to pass through “operation of law” which involves the long, uncertain, public and expensive process at your death with a stranger (the courts) deciding who gets everything you leave behind. This process often leads to heartache, delay and additional stress for those you leave […]

Filed Under: Arizona, Arizona Estate Planning, children, Crisis Management Planning, estate planning, Family Legal Planning, financial literacy, legal documents and records, parenting, professional athletes, professional entertainers, Wealth Transfer Strategies, women & money Tagged With: arizona, attorney, Family Legal Planning, Ike Devji, parents, phoenix, scottsdale, Trust, Will

Asset Protection with Offshore Trusts – The Cook Islands

December 17, 2013 by Ike Devji, Asset Protection Lawyer Leave a Comment

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 […]

Filed Under: APT, Arizona Asset Protection, asset protection strategies, asset protection trusts, IAPT, Ike Devji, offshore, offshore banking, offshore trusts, Wealth Transfer Strategies Tagged With: arizona, Asset Protection, asset protection jurisidctions, cook islands, DAPT, IAPT, Ike Devji, lawyer, Offshore Trusts, phoenix

Asset Protection Trust Jurisdictions For Doctors Part 2: Going Offshore

April 22, 2013 by Ike Devji, Asset Protection Lawyer Leave a Comment

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 […]

Filed Under: APT, Asset Protection, asset protection trusts, business legal planning, closely held business, DAPT, doctor sued, Doctors, IAPT, Ike Devji, lawyers, Legal Strategies, offshore, offshore banking, offshore trusts, Wealth Transfer Strategies Tagged With: APT, arziona, Asset Protection, asset protection lawyer, DAPT, Doctors, IAPT, Ike Devji, international, offshore, phoenix, physicians, Wealth Preservation

Asset Protection Trust Jurisdictions for Physicians – Part 1, Domestic

April 16, 2013 by Ike Devji, Asset Protection Lawyer 1 Comment

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 […]

Filed Under: Asset Protection, asset protection trusts, chiropractors, DAPT, dentists, doctor sued, Doctors, Domestic Asset Protection Trusts, FINANCIAL ISSUES FOR DOCTORS, financial literacy, HEALTH CARE LAW, Ike Devji, Legal Strategies, Medical Practice Management, physicians, recession survival, trusts, Wealth Transfer Strategies Tagged With: arizona, Asset Protection, DAPT, Doctors, domestic asset protection trusts, lawyers, malpractice lawsuits, obgyn, oncology, surgeons

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

April 16, 2013 by Ike Devji, Asset Protection Lawyer Leave a Comment

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   […]

Filed Under: arizona economy, Asset Protection, Asset Protection Fraud and Failures, Banking and Bank Solvency, business legal planning, business survival, CEO, closely held business, commercial real estate, debt, estate planning, family business, family liability, Family Office, Finance, financial literacy, foreclosure, high net worth, Legal Strategies, professional athletes, professional entertainers, real estate investing, recession, recession survival, risk management, venture capital, Wealth Transfer Strategies Tagged With: Asset Protection, bankruptcy, Bravo, ceo, David Siegel, family wealth, Homebuilders, Ike Devji, Jackie Seigel, Queen of Versailles, Residential real estate developers, time share

GUN TRUSTS: Their Value and Use to Gun Owners and Planners

April 4, 2013 by Ike Devji, Asset Protection Lawyer Leave a Comment

Great informative article by attorney Dennis Brislaw on the use of “Gun Trusts” by lawyers and their clients. A Gun Trust Helps Protect Your Client from “An Accidental Felony” READ IT HERE: http://tinyurl.com/GUNTRUST   We will soon be offering these to our clients as well for a variety of reasons including:  1. A large number […]

Filed Under: estate planning, firearms, Gun trusts, guns, homeowner's liability, wealth transfer, Wealth Transfer Strategies Tagged With: arizona, Asset Protection, Class III, Ed Brown, full auto, Guns. gun trusts, Ike Devji, lawyer, les baer, NFA, nighthawk., phoenix, scottsdale, suppressor, wilson combat

Is a Captive Insurance Company a Fit for Your Business or Medical Practice?

August 1, 2012 by Ike Devji, Asset Protection Lawyer Leave a Comment

In our two previous discussions we introduced the general concept of a captive insurance company (captive) as well as specific qualifying questions to help doctors pick a good captive administrator. This week we examine some key issues that can help determine if your specific medical practice is at the point where a captive may create […]

Filed Under: Asset Protection, captive insurance company, closely held business, doctor sued, Doctors, FINANCIAL ISSUES FOR DOCTORS, financial literacy, Legal Strategies, liability, liability insurance, malpractice, medical practice mangement, tax deductions, taxation, taxes, Wealth Transfer Strategies Tagged With: arizona, asset, best, business ceo, captive, Devji, Doctors, ike, insurance, lawyer, protection

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

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