Trusts 101 – Basic Vocabulary Of Trusts
February 7, 2022
Trusts can be effective and important legal tools, but they are not all the same and they are not universally interchangeable. We examine some of
Articles:
trusts
When An Estate Plan Isn’t Asset Protection
November 6, 2017
In a previous post I shared the details of the incomplete (if not financially fatal) advice one physician got from a source with questionable experience. That
Asset Protection Attorney Ike Devji Featured In Wall St. Journal
July 2, 2014
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
Is Using Offshore Trusts for Asset Protection Still a Good Idea?
June 11, 2014
There are many specific methods for implementing Asset Protection planning, some work some don’t. We’ve always had a bias towards the use of offshore trust
Estate Planning, Sugar Daddies and Lawsuits, Oh My
February 20, 2014
Given the current and often predatory nature of modern personal relationships I thought this piece by my friend and colleague Robert Sewell of Davis Miles
When Should You Update Your Estate Plan?
August 21, 2013
We’ve previously highlighted the financial and legal planning issue business owners and doctors feel uninformed about, and provided links to more than half a dozen articles on
Asset Protection Trusts For Doctors – An Introduction
April 16, 2013
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
VIDEO – How Asset Protection Works
March 27, 2012
A great simple explantion in this video by my friend and associate Douglass Lodmell:
Common Estate Planning Mistakes Made By Physicians
December 29, 2011
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 Role of Trust Protectors in American Trust Law
October 28, 2010
This Article discusses some of the powers that settlors can give to trust protectors as well as some of the duties and potential liabilities that