-
Disclaimer bypass trusts can have huge tax benefits in New Jersey.
-
I'm proud to announce that I was published in New Jersey Law Journal again this past week, this time on the topic of the "fiscal cliff" tax changes have altered planning for the state-level Estate Tax.
-
Confused as to whether transferring your home into a revocable living trust will mess up your mortgage, title insurance, or tax benefits? Read our latest blog post for answers.
-
What are the consequences of joint ownership of assets between husband and wife?
-
This post applies UFTA to a variety of situations, including joint accounts.
-
This most recent post from by blog addresses a bogus equity stripping asset protection scheme being hyped lately.
-
This is a recent post of mine on how combining a directed trust with an LLC can provide protection for your loved ones from divorce while still allowing them to run the family business.
-
I'm honored to have been recently published in New Jersey Law Journal on the topic of fiduciary duties in NJ LLC law. To download a copy of the article in PDF form, click the link.
-
Always take into account jurisdiction when choosing a trustee.
-
This is a recent post I put together on what to do if, after being informed of the potential risks, you choose to form a DAPT and wish to at minimize the potential pitfalls.
-
Filing gift tax returns is important, even if you don't owe gift tax.
-
A post looking at the benefits of forming an LLC in your home state vs out-of-state.
-
A lot of my postings on this blog tend to focus on how you can protect your assets while alive or after you pass away. However, equally important is knowing how to protect yourself if you are ever called upon to act as...
-
This is an article about protecting your startup from a divorcing spouse.
-
In my last post, I talked about how too much planning to protect your assets can go badly. That post was in the context of trying to make too many transfers and getting burned under UFTA. In this post, I'd like to show...
-
One of the main dangers I try to advise my clients against is trying to do too much. In the estate planning realm, sometimes this means not setting up overly complicated structures when the amounts of money involved get to be too small. In the asset...
-
Keeping good business records is more important than most clients realize.
-
This is a post about how small business owners must do asset protection planning ahead of time, otherwise planning will fail.
-
Irrevocable Income Only Trusts are hyped for small business asset protection. This post analyzes whether the hype is warranted.
-
This is a post I did on my blog regarding implications of the Mortensen case which takes a knock at Domestic Asset Protection Trusts. As I mention at the end of the post, special thanks to Randall Borkus for alerting me to this case on LinkedIn, and...
-
This is an article about tenancy by the entirety as a form of ownership of real estate, and its benefits.
-
This is a follow up to my previous article about RLTs. In that article, I explained why RLTs often aren't the best option. In this post, I discuss circumstances in which RLTs are in fact the best option.
-
RLTs are often hyped in estate planning. This post explains how they are often misused.
-
Asset protection planning should be of high concern to business owners. However, bad asset protection planning can be worse than none at all. This post shows why you should only engage in asset protection planning with an attorney...
-
In the coming months, I will be posting a series of articles about asset protection. Asset protection is especially important for small business owners due to the increased risks of loss inherent in all businesses. As an introduction to...