Business Organization Wills, Trusts, & Estate Planning Insurance

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Is a quiet (silent) trust illusory?

Is a quiet or silent trust illusory? The question is intentionally ambiguous. Is the question whether the trust itself is illusory, or just its quietness? A quiet or silent trust has been defined as “an irrevocable trust...more

Interaction fo Trustee Indemnities and Liability Insurance

When a trustee is sued for breach of trust and claims against his professional indemnity insurers, questions often arise as to the extent to which the trustee must first pursue any other rights of indemnity (for example...more

The Power of Insurance Trusts to Maintain Family Business Assets and Sanity

Life insurance and irrevocable trusts are great tools to ease family business succession issues and mitigate exposure to shareholder oppression and disputes. Irrevocable life insurance trusts (ILIT), in particular, play an...more

Union Friendly - Using Collectively Bargained Benefit Plans to Maximize Employee Benefit Plan Contributions for Closely Held...

Overview - Part I and Part II have focused on the tax planning possibilities of small business owners and owners of professional corporations utilizing an exemption for collectively bargained plans. This exemption allows...more

Rappelling Down the Fiscal Cliff – Strategies for Cushioning the Fall – Part I

Ready, set, go! Following the Presidential election last night, the race is on for year-end tax planning and bracing for the fall off the fiscal cliff. While no one can tell exactly what the tax outcome will be after...more

FAQ's Regarding Asset Protection for Physicians and Dentists

ASSET PROTECTION FOR PHYSICIANS AND DENTISTS Introduction: You have worked hard for what you own, and you want to keep it. An asset protection program simply employs legal techniques that deter others from taking, or in...more

Asset Protection Planning

Asset protection planning is a hot topic for many people. This article summarizes various asset protection planning strategies, short of filing for bankruptcy....more

Social Security Legally Is Just a Government Welfare Program

It all comes down to political risk versus market risk. Social security legally is merely a government welfare program masquerading as a quasi-private funded defined benefit pension plan. Social security bestows no legally...more

Insurance Agency Perpetuation Planning; Moat Associatess

Making plans for perpetuating the family business can seem daunting when it is the succession of an insurance agency at hand; however a perpetuation plan for successful business continuity is easy to being. If you don’t...more

Why Long-Term Care Insurance is Important to Doctors

One commonly overlooked area a doctor’s personal planning is the possibility that you or a loved one may need long-term care (LTC) as a result of age, illness, or accidents. In cases where such care is required, the...more

Legal & Tax Trends - Transferring the Family Business

Pursuant to IRS Circular 230, MetLife is providing you with the following notification: The information contained in this document is not intended to (and cannot) be used by anyone to avoid IRS penalties. This document...more

Dont Be a Victim of Your Own Sucess

An article I wrote for RAW Business. Its designed to educate business owners as nobody seems to be doing the job at the moment...more

Business overhead expense (BOE) disability insurance

Law Firm, Business overhead expense (BOE) disability insurance pays the insured’s overhead expenses if he or she becomes disabled. These polocys designed for businesses that rely on a small number of people (or one person) to...more

"Nonprofits Can Be Profitable, Too" Broker World

Nonqualified deferred compensation plans for the benefit of executives of not-for-profits must comply with additional rules under §457 of the Internal Revenue Code. These additional compliance issues change the way that the...more

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