Read Wills, Trusts, & Estate Planning updates, articles, and legal commentary from leading lawyers and law firms:
The Greatest Gift: Your Individual + Family Estate Plan
The 2010 Tax Relief Act and your estate plan
Are your estate planning documents protecting your assets?
Same-Sex Marriage Cases in 90 Seconds
Should you Opt-Out of the Voluntary Disclosure Program?
Death and Foreign Asset Disclosure. What you don't know can cost you…a lot
Safeguard Your MVA: Devising a Business Succession Plan that will Preserve your Most Valuable Asset
Divorce can be costly, especially when it reveals undisclosed foreign assets.
Estate Planning: Wills, Trusts, & Power of Attorney in Arizona - Putting Family First
Foreign Asset Disclosure Program
When is it right to op-out of the voluntary disclosure program, knowing when to stay in and when to get out could be the difference of saving a massive amount of money and staying out of jail. Talk to a professional who can...more
Over the last few weeks I have been diligently outlining tax planning strategies for trial attorneys with contingent fee income. These strategies have ranged from structured settlement arrangements using private placement...more
In Part 5, I focus on the utility of the QSF from an investment funding perspective to illustrate how private placement life insurance can be used in a split dollar life insurance funding format in order to to create a...more
Part I of this series focused on tax reduction and deferral strategies for trial attorneys with contingent fee income using private placement variable deferred annuities in lieu of fixed annuities for structured settlement...more
Part I of this series focused on tax reduction and deferral strategies for trial attorneys with contingent fee income using private placement variable deferred annuities in lieu of fixed annuities for structured...more
Foreign Asset Disclosure and the Voluntary Program. This is the program that anybody with clients who have assets off shore should be aware of. Why? Because it's an opportunity for your clients to come forward and...more
A new fiscally transparent company is now available in New Zealand. A "look through" company is expected to be very useful in an international wealth structuring context in the same way that "offshore" or "international...more
What should we start doing? What should we stop doing? What should we continue
doing? If you and your team periodically answer these three questions, your firm
could perform with the efficiency of a Silicon Valley software...more
There is a significant market that attorneys are missing that is terrible underserved by the legal profession. Working with veterans to qualify them for the Improved Pension Benefit is a very profitable practice for those...more
This article addresses the 9 key steps to take before hiring a lawyer....more