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Asset Protection
Asset protection planning allows you to employ legal techniques to prevent
anyone from taking your assets, or at least make it so difficult that
they do not succeed.
Asset Protection for Estate Planning
- Integrated
Estate Planning Using Asset Protection Trusts - From an article
originally published in The Tax Adviser, this Use the Family Business
Search engine to find a multitude of articles that can be searched by
subject, such as succession, estate planning, valuation, etc. A great
resource for owners and executives of family businesses.
- Law
Journal Article: Asset Protection and Dynasty Trusts-From Real Property,
Probate and Trust Journal, Summer 2002. Lengthy academic article examines
domestic protection trusts permitted under Alaska, Delaware, Nevada,
and Rhode Island, and how these types of perpetual dynasty trusts might
apply under the law of other states that have abolished the rule against
perpetuities or permit trusts to opt out of the rule.
- Dynasty
Trusts for Generational Planning - Brief description of dynasty
trusts for estate planning from book, Asset Protection Concepts and
Strategies.
- Merrill
Lynch Explanation of Dynasty Trusts - Explains tax and creditor
protection benefits of dynasty trusts in estate planning.
Asset Protection Strategies
- Offshore
Asset Protection - From the Tax Prophet. Memo describing effectiveness
of typical offshore asset protection strategies, noting that most are
not effective for people living in the United States.
- Asset Protection Strategies to Protect
Wealth - Great overview site that then drills down to specific asset
protection techniques, by the Riser Adkisson law firm. Also references
the Asset Protection: Concepts and Strategies book authored by Adkisson
and Riser, plus state specific resources citing cases, and relevant
practice areas.
- Articles on Asset Protection
- Advanced Asset Protection planning articles by Donlevy Rosen &
Rosen law firm in Florida.
- Asset Protection Corporation
- Articles and links about Asset Protection, including 9
Simple Tips for Asset Protection.
- Asset Protection Links
- Extensive directory of online Asset Preservation resources, organized
by category and individually reviewed.
Asset Protection Forms
Asset Protection Lawyers
- The Asset Protection Law Center
- Based in California, the law firm of Robert J. Mintz offers a variety
of asset preservation strategies to high asset clients throughout the
country. The site contains a wealth of information about advanced strategies,
and is nicely categorized with the Asset Protection Law Library. Site
are detailed examples, diagrams and real life case studies involving
some popular techniques such as the Family Limited Partnership, Limited
Liability Company, Family Savings Trust, Offshore LLC, Offshore Trusts,
Offshore Corporations and Privacy Plans.
- Lodmell
& Lodmell - based in Phoenix AZ, with articles and information
about asset protection, including asset protection myths.
- Lawyers.com
- Directory of asset preservation lawyers by state.
- Oshins Law Firm - Richard A.
Oshins and Steven J. Oshins are lawyers in Las Vegas, Nevada, with a
special emphasis on planning large estates. The website includes descriptions
of basic and advanced estate planning techniques.
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