June 22, 2015

The Jurisdiction Independent Trust

Where Should You Set Up Your Trust? Where is the best place to set up your trust?  Where you live?  In a state that has laws that favor your particular goals and concerns?  How do you know where you want your trust to be domiciled in the future?  Does it […]
June 1, 2015

Trust Protector – Defender of Trusts

A Trust Protector is a party other than a Trustee or a Beneficiary who has certain powers regarding the Trust and its administration.  These powers may be very broad or narrow as determined by the Trust instrument.  They may include the power to remove or replace trustees and beneficiaries, cure […]
October 27, 2014
Estate Planning & Asset Protection

Estate Planning & Asset Protection

Estate Planning and Asset Protection. Often, when we plan our estate, we also protect our assets.  On one level, estate planning embodies asset protection.  We plan an estate to protect it from excess taxes, probate, litigation, and administrative difficulties.  We want it to pass to the intended parties with a […]
September 29, 2014
Preventing LItigation

Preventing Litigation

Preventing Litigation Protecting assets requires us to assess what we are trying to protect the assets from.  Some risks are greater than others, both in their likelihood and in their capacity for damage.  In my experience, the single most destructive risk any family faces in protecting their assets is inter-family […]