Asset Protection Planning Guide

Author : Barry S. Engel
Publisher : Unknown
Page : 0 pages
File Size : 43,9 Mb
Release : 2013
Category : Asset protection
ISBN : 0808035517

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Asset Protection Planning Guide by Barry S. Engel Pdf

Featuring the insights and strategies of leading asset protection strategist, Barry S. Engel, the Asset Protection Planning Guide helps advisors master the multitude of asset protection planning vehicles available, understand the strengths and weaknesses of those vehicles, and achieve the goals of clients. The ideal reference for estate planning attorneys, trust officers, tax practitioners, financial planners, and other wealth planners, the Guide covers every aspect of asset protection planning -- describing the various asset protection plans, when to use them, why specific strategies are used, and which countries to go to for protection. It describes the complex mix of tools and techniques available to the planner in designing successful, solid plans -- offering a wealth of practical advice, helpful "how-to's" and practice tools, sample documentation language, and a sample trust. This new edition reflects the most recent developments in asset protection planning. This practical resource covers every aspect of this complex area, giving users the security of knowing they'll be well informed as they help clients safeguard their assets. Topics covered include: - What Is Asset Protection Planning? - Asset Protection Planning and Fraudulent Transfer Law - Gifting as a Planning Tool - Joint or Concurrent Ownership as a Planning Tool - Exemptions as a Planning Tool - Foreign Annuities and Foreign Insurance Products - Family Limited Partnerships as a Planning Tool - Insurance as a Planning Tool - Domestic Trusts as a Planning Tool - Alternative Tools Under Other Legal Systems - Foreign Asset Protection Trusts as a Planning Tool - Expatriation as an Asset Protection Tool - Protection of Retirement Benefits - Ethical, Civil, and Criminal Considerations for the Asset Protection Planner The Guide includes nu

Author : James A. Keller
Publisher : Unknown
Page : 128 pages
File Size : 45,9 Mb
Release : 1998-10
Category : Electronic
ISBN : 0764604988

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Guide to Asset Protection Planning by James A. Keller Pdf

Author : James A. Keller,Robert L. Popovitch,Lee Slavutin,Gideon Rothschild,Dan W. Youse
Publisher : Unknown
Page : 128 pages
File Size : 49,9 Mb
Release : 1997-07-01
Category : Electronic
ISBN : 0764601547

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Guide to Asset Protection Planning by James A. Keller,Robert L. Popovitch,Lee Slavutin,Gideon Rothschild,Dan W. Youse Pdf

Author : Barry S. Engel
Publisher : Unknown
Page : 672 pages
File Size : 54,6 Mb
Release : 2000
Category : Debtor and creditor
ISBN : STANFORD:36105062236737

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Asset Protection Planning Guide by Barry S. Engel Pdf

Author : James A. Keller,Robert L. Popovitch,Lee Slavutin,Robert L. Carson, Jr.,Sterling A. Minor,Andrea L. Nation,Dan W. Youse
Publisher : Unknown
Page : 128 pages
File Size : 52,6 Mb
Release : 1998-10-01
Category : Electronic
ISBN : 0764604961

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Guide to Asset Protection Planning by James A. Keller,Robert L. Popovitch,Lee Slavutin,Robert L. Carson, Jr.,Sterling A. Minor,Andrea L. Nation,Dan W. Youse Pdf

Author : Jay Adkisson,Chris Riser
Publisher : McGraw Hill Professional
Page : 337 pages
File Size : 51,7 Mb
Release : 2004-07-02
Category : Business & Economics
ISBN : 9780071505475

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Asset Protection by Jay Adkisson,Chris Riser Pdf

Strategies that are effective and legal for putting one’s assets safely out of reach In today’s increasingly litigious world, the shielding of assets has become a prominent issue for financial planners, business owners, and high-net-worth individuals. Asset Protection details methods that are both legally and morally legitimate for protecting one’s assets from creditors, lawsuits, and scams. Bringing economic common sense and legitimacy to an area that is drowning in gimmickry, two of today’s top lawyers examine the fundamental issues in this growing area, avoiding dense legalese to make the book accessible to anyone. Asset Protection covers everything readers want to know about: Establishing an effective asset protection program Today’s most popular, established strategies Newer strategies that are still being resolved by the courts

Author : Michael A. Babiarz
Publisher : Morris Publishing (NE)
Page : 235 pages
File Size : 40,6 Mb
Release : 1998-01-01
Category : Estate planning
ISBN : 1575028093

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Asset Protection Planning for Seniors by Michael A. Babiarz Pdf

Author : Jeffrey R. Matsen
Publisher : Unknown
Page : 0 pages
File Size : 40,5 Mb
Release : 2015
Category : Business & Economics
ISBN : 1627227652

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ABA Consumer Guide to Asset Protection by Jeffrey R. Matsen Pdf

The proliferation of lawsuits throughout society exposes business owners, physicians, and other professionals to enormous risk if they don't adequately protect their personal and business assets. In The ABA Consumer Guide to Asset Protection, leading asset protection attorney Jeffrey Matsen provides a step-by-step guide to creating a "shield of liability" around personal and business assets through a combination of business and investment entity selections; estate planning techniques; and the creation of appropriate trusts. Matsen's multi-tiered approach is designed to help virtually everyone who has significant assets and to provide a plan appropriate to their particular circumstances. Readers will gain the knowledge to choose the right advisor and actively participate in the creation and management of their own asset protection plan.

Author : Alexander A. Bove (Jr.),Melissa Langa
Publisher : American Bar Association
Page : 622 pages
File Size : 42,8 Mb
Release : 2005
Category : Business & Economics
ISBN : 159031476X

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Asset Protection Strategies by Alexander A. Bove (Jr.),Melissa Langa Pdf

Author : Robert J. Mintz
Publisher : Robert J Mintz
Page : 256 pages
File Size : 40,5 Mb
Release : 2010
Category : Law
ISBN : 9780963997128

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Asset Protection for Physicians and High-Risk Business Owners by Robert J. Mintz Pdf

Attorney Mintz describes the latest strategies for insulating and shielding assets from potential lawsuit liability. Detailed examples, diagrams, and real life case studies are provided for using Family Limited Partnerships, Limited Liability Companies, Asset Protection Trusts, and creative privacy plans.

Author : Mark Warda
Publisher : Unknown
Page : 0 pages
File Size : 53,8 Mb
Release : 2003
Category : Debtor and creditor
ISBN : 1888699035

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Complete Guide to Asset Protection Strategies by Mark Warda Pdf

A review of all available ways individuals can protect themselves from lawsuits that could wipe out their life savings. Explains in simple language what works best, what doesn't work, what is legal and what is illegal. An important estate planning tool for anyone looking for some protection from today's multi-million dollar lawsuits.

Author : Michael A Babiarz
Publisher : iUniverse
Page : 180 pages
File Size : 53,7 Mb
Release : 2007-09
Category : Business & Economics
ISBN : 9780595457779

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Asset Protection Planning for Seniors by Michael A Babiarz Pdf

As the Baby Boomer generation ages and the sandwich generation is stressed between caring for children and caring for parents, questions are cropping up all across the nation: How can I protect the nest egg I've worked so hard to create? What happens to my assets if I die unexpectedly? Will I be able to afford long-term care? In Asset Protection Planning for Seniors, attorney Michael A. Babiarz shares numerous examples of the real-life problems that aging Americans face today. This is not another confusing form book or technical manual. Asset Protection Planning for Seniors is a simple, helpful guide, filled with examples aimed at addressing the basic concerns of older Americans-you! Stop worrying and start learning about: Nursing homes Medicaid planning Wills Trusts Probate Avoiding family problems Protecting inheritance Powers of attorney

Author : Esq LL M. Jacob Stein
Publisher : Unknown
Page : 278 pages
File Size : 49,9 Mb
Release : 2011-09-01
Category : Law
ISBN : 098397800X

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Asset Protection - A Lawyer's Guide to Asset Protection Planning in California by Esq LL M. Jacob Stein Pdf

A Lawyer's Guide to Asset Protection Planning in California is the first and only treatise on asset protection planning specific to California. A desktop reference guide that every attorney in California should have. In-depth coverage of the underlying substantive law and legal doctrines, with a review of applicable statutes and cases. Analysis of the most commonly used structures and planning obstacles. The book focuses largely on California law and planning for California clients, but where appropriate, covers the laws of other leading asset protection jurisdictions like Delaware, Nevada, Cook Islands, etc. In addition to the substantive discussion, this book also takes a revealing look at the practical aspects of asset protection. Is it ever too late to plan? Is it safe to place assets offshore? How to pick the right structure for your client? What really works and what does not. Learn how to protect your clients' assets from plaintiffs and creditors. Coverage includes planning with community property, domestic and foreign business entities, domestic and foreign trusts and retirement plans. Specific emphasis will be placed on protecting assets in a troubled economy, including protection from lenders and landlords holding personal guarantees. You'll learn various ways, from the very simple to the very sophisticated, to protect specific assets common to all clients: houses, bank and brokerage accounts, rental real estate, businesses and professional practices and retirement plans.

Author : E. J. Lashlee
Publisher : Lulu.com
Page : 334 pages
File Size : 47,7 Mb
Release : 2014-04-15
Category : Business & Economics
ISBN : 9781312107649

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The Protection Book. A Guide to Asset Protection by E. J. Lashlee Pdf

The Protection Book describes steps to: *Create a Superior "Private Will" that supersedes typical Wills. *Get Discretionary Benefits and Spendthrift Protection *Protect yourself from the legal and financial ravages of Disability *Provide for Personal Care, Children and Guardianship *Manage & protect assets regarding disability *Keep finances and beneficiaries private. Eliminate publicity *Eliminate probate, attorneys fees, disputes, & court costs *Minimize lawsuit concerns and insurance claims *Eliminate the need for a court appointed Guardianship *Minimize Family Conflicts and disputes with friends *Minimize Support expense & Medical expense *Minimize Education Expense *Manage, defer, reduce, transfer, or eliminate Taxes *Distinguish the hype from Professional Trust Experts *Understand documents Sample documents are provided; all of the legal forms, finance checklists, including many typical examples.

Author : Leonard Critcher
Publisher : Author House
Page : 335 pages
File Size : 51,7 Mb
Release : 2014-02
Category : Business & Economics
ISBN : 9781491862858

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Covering Your ASSets by Leonard Critcher Pdf

COVERING YOUR ASSets is not a guide on how to accumulate assets. It is written specifically for people who have already accumulated assets, or are on their way to doing so, and wish to preserve and protect those assets. It is written in a unique format that will allow you to isolate your specific life situation and read only material applicable to you. You will learn about what the Wealth Planning process should actually entail, the Thirteen Wealth Management Issues (twelve of which that are ignored by many Financial Planners), the synergy that should come from the integration of these oft-ignored issues, and how to properly build a Wealth Planning Team. Twenty-seven complex strategies and techniques are explained in simple terms and presented in such a way that they can be easily understood by any layman. COVERING YOUR ASSets is an informative, enjoyable and easy to read guide for anyone wishing to Preserve and Protect what they have accumulated.