Residential Real Estate, Wills, Trusts, & Estate Planning, Business Organization

Sweeping Maine Tax Reform Proposal Announced

by Sarah Beard, Jonathan Block, Kris Eimicke | Pierce Atwood LLP on 5/3/2013

A bipartisan group of 11 legislators have proposed an overhaul of Maine’s tax system, including major changes to the individual and corporate income tax, property tax, sales tax, and estate tax. ...more

Considerations For International Clients Who Intend to Buy A Home In the U.S.

by Amy McEvoy | Sheppard Mullin Richter & Hampton LLP on 4/23/2013

International buyers invested $82.5 billion in U.S. residential real estate (4.8% of total U.S. sales) according to the most recent survey conducted by the National Association of Realtors for the 12 month period ending with...more

Should You Consider Downsizing Before Retirement?

by Ronald Adams on 3/14/2013

That's not a simple question to answer, as you balance the benefits of a lower cost of living with the realities of a soft real estate market and the emotional aspects of selling the family home ...more

UK property tax changes: “de-enveloping” or a use of a trust?

by Henry Mander, Colin Riegels | Harney Westwood & Riegels on 1/21/2013

It has long been popular for high net-worth people who are not domiciled in the United Kingdom (“non-doms”) to form an offshore company, often in the British Virgin Islands (“BVI”), for the purposes of holding property in the...more

Using the Reg. S Exemption for Foreign Investors

by The California Securities Attorneys on 1/9/2013

Using Reg. S is useful when the issuer does not want to be limited by the restrictions of Rule 506. With a Rule 506 offering all investors must be either accredited or sophisticated, and there is a limit of 35 non-accredited...more

Using Finders to Locate Investors – Bruce E. Methven

by The California Securities Attorneys on 12/11/2012

A number of years ago the SEC effectively banned the use of finders to locate investors for securities offerings that cross state lines. Still, a few states allow finders for their intrastate offerings (offerings made...more

High Net Worth Family Tax Report, Vol. 7, No. 2, August 2012

by Loeb & Loeb LLP on 8/10/2012

Table of Contents: •Supreme Court Resolves Basis Overstatement Issue •Supreme Court Finds No Equal Protection Violation for City’s Forgiveness of Future Tax Obligations •Taxpayer Increases Basis of S...more

Act Fast to Capture Benefit of Current Gift Tax Exemption

by Janet Brewer on 7/12/2012

Bay Area families that have yet to take advantage of the current gift tax exemption are running out of time. As of midnight on December 31, 2012, the $5 million exemption disappears and will be replaced by a $1 million...more

Are REITS Investment Advisers?

by Allen Matkins Leck Gamble Mallory & Natsis... on 6/29/2012

A REIT is an acronym for Real Estate Investment Trust, although the term more properly refers to tax status than a specific entity type. For a variety of reasons, a REIT may involve several different types of entities. The...more

Might the Trust, a Creature of English Equity, Actually be a Variant of the Waqf, an Ancient Islamic Legal Construct?

by Charles E. Rounds, Jr. on 6/1/2012

The English trust is a unique legal device whose origin has been the source of much debate among legal scholars. There are three theories concerning the origin of the English trust: the Roman, Germanic, and Islamic. Until the...more

Insight on Estate Planning - June/July 2012

by Adler Pollock & Sheehan P.C. on 5/31/2012

In This Issue: - Conditions favorable for gifts: High exemption amount and low tax rate make 2012 the year to transfer significant wealth - Keep family harmony when transferring a vacation home - Transfer...more

Doing Transactions in Mexico - Conducting Due Diligence

by Sheppard Mullin Richter & Hampton LLP on 1/11/2012

Conducting due diligence is a key aspect of any transaction, international or otherwise. Attorneys working on transactions conducted in Mexico or that involve Mexican entities ought to be aware of registration and...more

Planning Ahead for Transfer of the Family Vacation Home: Easing the Transition to the Next Generation

by Miller & Martin PLLC on 7/18/2011

You currently own an out-of-state vacation home that has been in the family for years. It's a treasured tradition that has brought together generations of family. Perhaps you own it jointly with siblings or cousins, all...more

Should I Put My Primary Residence Into A Limited Liability Company?

by Maureen O'Leary Guth on 4/22/2011

Multiple member limited liability companies (“LLCs”) can be very useful tools for achieving asset protection . For this reason, individuals sometimes consider transferring their primary residence into an LLC. ...more

Asset Protection Planning - Part 2

by Law Offices of Steven M. Adler, PLLC on 10/15/2010

The first goal of a sound financial plan is to protect your personal and business assets from potential lawsuits and claims. ...more

Newsletter

by William A. Swendson on 9/15/2010

This is our most recent newsletter to our clients. We try to provide them with information they can use, but may not otherwise see in our local media....more

Supreme Court Decides Single Member LLCs Are Not Asset Protected

by Ed Arista on 6/26/2010

Supreme Court Decides Single Member LLCs Are Not Asset Protected...more

The Pitfalls of Improper Titling of your Assets

by Law Offices of Steven M. Adler, PLLC on 5/20/2010

The Pitfalls of Improper Titling of your Assets This Article discusses why a regular review of the titling of your assets is of the utmost importance....more

Top 5 Legal Issues for Individuals and Businesses in 2010

by Cameron Grant on 3/16/2010

Is it Time for a Legal Check Up? (Top 5 Legal Issues for Individuals and Businesses in 2010) A window sticker reminds you to change the oil every three months or 3,000 miles. A call from the physician points out the need...more

Three Succession Strategies for your Business

by The Law Offices of John C. Martin on 1/20/2009

In this article, attorney John Martin addresses three succession strategies for California business and property owners. Such persons often hold strong values and wish to keep their assets in the family or preserve their...more

How do you look for the right attorney?

by Anna Maria Pittella on 1/1/2009

Working with the right attorney makes all the difference. Here are steps to consider in a very important decision....more

The Virtual Paralegal Advantage: Leverage Technology and Paralegal Support for Maximum Profitability

by Wealth Counselor's Advantage, Ltd. on 10/1/2008

Most attorneys are aware of the benefits of increased technology to the practice of law and the value that an experienced competent paralegal can add to a firm's bottom line. Many attorneys are not aware, however, that the...more

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Residential Real Estate › Wills, Trusts, & Estate Planning › Business Organization