Asset Protection a Lawyer s Guide to Asset Protection Planning in California

An in-depth discussion of law, legal theory and the practicalities of implementing asset protection. The book is full of real-world client anecdotes and practical takeaways.

Author: Jacob Stein

Publisher: Aliant, Llp

ISBN: 0983978069

Category:

Page: 270

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A PRACTICAL TAKE ON PROTECTING YOUR CLIENTS' ASSETS The only legal treatise on asset protection planning specific to California! An in-depth discussion of law, legal theory and the practicalities of implementing asset protection. The book is full of real-world client anecdotes and practical takeaways.

Asset Protection

Taking a unique, all-encompassing approach that minimizes complex legalese to focus on easy-to-understand, effective asset-shielding practices and techniques, this timely book discusses: The goals of asset protection, along with steps for ...

Author: Jay Adkisson

Publisher: McGraw Hill Professional

ISBN: 9780071505475

Category: Business & Economics

Page: 326

View: 940

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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

The Aba Consumer Guide to Asset Protection

The purpose of this book is to provide a straightforward and elementary understanding of asset protection and how it can be effectively implemented by taking various steps-like rungs on a ladder.

Author: Jeffrey Matsen

Publisher: Amer Bar Assn

ISBN: 1627227652

Category: Business & Economics

Page: 208

View: 290

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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."

The Protection Book A Guide to Asset Protection

In this complete guide, experienced privacy and asset protection experts present the steps you can take to protect your home, your savings, and other assets ...

Author: E. J. Lashlee

Publisher: Lulu.com

ISBN: 9781312979765

Category: Business & Economics

Page: 328

View: 193

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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.

Loss Prevention and the Small Business

A reference for security professionals who work in or advise small businesses.

Author: J. Robert Wyman

Publisher: Butterworth-Heinemann

ISBN: 0750671629

Category: Business & Economics

Page: 208

View: 975

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A reference for security professionals who work in or advise small businesses. It addresses the reality of shoplifting, fraud and embezzlement, showing how each incremental loss eats away at profit and success, and discusses how to develop and maintain a loss prevention strategy.

A Guide to Asset Protection

HOW TO SHIELD YOUR ASSETS FROM CREDITORS AND OTHER CLAIMANTS , You ' ve worked long ... America ' s number one indoor sport ” — A Guide to Asset Protection ...

Author: Robert F. Klueger

Publisher: John Wiley & Sons Incorporated

ISBN: STANFORD:36105060479115

Category: Business & Economics

Page: 276

View: 765

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How to shield your assets from creditors and other claimants You've worked long and hard for your assets, from your business and home to hard-earned savings and investments. To safeguard them—particularly against liability suits, "America's number one indoor sport"—A Guide to Asset Protection offers proven strategies to help you keep what you may have spent a lifetime earning. Written by an attorney who specializes in tax, estate, and asset protection planning, this indispensable reference is filled with sound advice and practical tips on how to avoid the litigation jungle, as well as revealing insights on how creditors find and get at your assets. Actual case histories and model agreements steer you through the essentials, including: Protection through trusts—irrevocable trusts and gift taxes, life insurance trusts, foreign asset protection trusts (FAPTs) Fraudulent conveyances—the laws of fraudulent transfers, what fraudulent conveyance is (and is not) Asset protection for married couples—separate and community property, transmutation agreements Using family limited partnerships—limited liability companies Employing qualified retirement plans—anti-alienation rule, nonqualified retirement plans, individual retirement accounts (IRAs) Filing bankruptcy to protect your assets—dischargeable taxes, pre-bankruptcy planning, Chapter 7 and Chapter 13

The Destructive Power of Family Wealth

This book provides authoritative guidance on family wealth management, with an emphasis on both family and wealth.

Author: Philip Marcovici

Publisher: John Wiley & Sons

ISBN: 9781119327523

Category: Business & Economics

Page: 296

View: 594

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The Destructive Power of Family Wealth offers thoughtful, holistic planning to ensure that your wealth remains a positive force for your family. Global taxation regimes, changing bank secrecy laws, asset protection and other critical issues are examined in depth to assist wealth owners in planning, and the discussion includes details on the essential tools that aid in the execution of any wealth management strategy.

Complete Guide to Asset Protection Strategies

This book provides a chapter covering each of 35 different methods for protecting one's assets, how to set up an asset protection plan, and what to do if disaster strikes.

Author: Mark Warda

Publisher:

ISBN: 1888699116

Category: Business & Economics

Page: 275

View: 358

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This book provides a chapter covering each of 35 different methods for protecting one's assets, how to set up an asset protection plan, and what to do if disaster strikes. It explains how each asset protection device works, how the protections are different in each state, and why some are better, or stronger than others. It suggests different plans for protecting assets, from the least expensive to the more complicated.

A Guide to Asset Protection

To safeguard them--particularly against liability suits, "America's number one indoor sport"--A Guide to Asset Protection offers proven strategies to help you keep what you may have spent a lifetime earning.

Author: Robert F. Klueger

Publisher: Wiley

ISBN: 0471148857

Category: Law

Page: 288

View: 388

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How to shield your assets from creditors and other claimants. You've worked long and hard for your assets, from your business and home to hard-earned savings and investments. To safeguard them--particularly against liability suits, "America's number one indoor sport"--A Guide to Asset Protection offers proven strategies to help you keep what you may have spent a lifetime earning. Written by an attorney who specializes in tax-, estate-, and asset protection planning, this indispensable reference is filled with sound advice and practical tips on how to avoid the litigation jungle, as well as revealing insight on how creditors find and get at your assets. Actual case histories and model agreements steer you through the essentials, including: * Protection through trusts--irrevocable trusts and gift taxes, life insurance trusts, foreign asset protection trusts (FAPTs). * Fraudulent conveyances--the laws of fraudulent transfers, what fraudulent conveyance is (and is not). * Asset protection for married couples--separate and community property, transmutation agreements. * Using family limited partnerships--limited liability companies. * Employing qualified retirement plans--anti-alienation rule, nonqualified retirement plans, individual retirement accounts (IRAs). * Filing bankruptcy to protect your assets--dischargeable taxes, pre-bankruptcy planning, Chapter 7 and Chapter 13.

Wealth and Asset Protection Strategies

It doesn't take an investment analyst or economic forecaster to make this simple program work, just a desire to achieve a dream and live a full life.

Author: Steven Sears

Publisher:

ISBN: 0929765966

Category: Business & Economics

Page: 112

View: 464

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Who wouldn't want to have $2 million in the bank? Most people believe that it isn't possible to save that much money on their limited incomes, but by using the program outlined in Rich by Choice, it can happen for everyone. It doesn't take an investment analyst or economic forecaster to make this simple program work, just a desire to achieve a dream and live a full life.