Wills, Trusts, & Estate Planning Professional Malpractice Finance & Banking

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Old Doctrine Misunderstood, New Doctrine Misconceived: Deconstructing the Newly-Minted Restatement (Third) of Property’s Power of...

Old Doctrine Misunderstood, New Doctrine Misconceived: Deconstructing the Newly-Minted Restatement (Third) of Property’s Power of Appointment Sections In was in the course of preparing the 2013 edition of Loring and...more

IRS 6050W: Implications for Attorneys and Others Who Accept Credit Cards

This is a good analysis of the implications of IRS 6050W for attorneys and others who accept credit card payments; kudos to Lawpay.com for the analysis!...more

Physicians as Investment Fraud Targets

In uncertain times people derive a false sense of comfort doing in business with a personal or social contact or a member of their own religious or ethnic community. That comfort level is unfortunately replacing required...more

How Offshore Trust Accounts Work

A simple graphic illustration showing how money moves in a legal and tax compliant way in and out of offshore trust accounts. Great for those considering the strategy as part of an Asset Protection system or investment plan....more

Life Insurance as a Creditor Protected Alternative to Cash - Asset Protection

This was featured in WORTH magazine and discusses the tactical use of special legal and insurance strategies as a creditor protected alternative to cash. Great for financial advisors, CPA's and estate and life insurance...more

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