Jurisdictional Diversification

Jurisdictional Diversification

Jurisdictional Diversification Jurisdictional Diversification is a reality for most people whether they know it or not.  If you have family members or property or business interests in more than one place, you are dealing with more than one jurisdiction.  Most of the time, such jurisdictional diversification happens by accident.  We just go where we go…

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Fraudulent Conveyance

Fraudulent Conveyance

What is a Fraudulent Conveyance? First, a fraudulent conveyance has nothing to do with “fraud” per se.  A fraudulent conveyance is an asset transfer that is voidable.  In other words, the transfer can be undone or clawed back in order to satisfy a creditor’s claim.  “Clawing back” a transaction is like pulling a nail out…

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BFI Inner Circle

The Art of Dynasty Planning I join an elite team of highly sophisticated international planners in September 2019 to discuss Combining Onshore and Offshore Tools for a Truly Comprehensive Plan.  Learn about Dynasty Trusts and Dynasty Estate Planning in the context of multi-national planning.  This is a special invitation only event.  Clients and friends may…

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Expat Estate Planning

Expat Estate Planning

The expat lifestyle as a certain allure and mystique. Entertainment media serves up a stereotype image of wealthy Americans living the good life in far away places. The physical and emotional disconnect with the U.S. that expats find enjoyable also triggers huge problems for Expat Estate Planning. There seems to be a growing number of…

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