Norris Lozano Succession, Nevada Edition: Murdoch's Trust Battle and the Future of Irrevocable Trusts In a saga that feels ripped straight from HBO’s Succession, Rupert Murdoch’s (93 years old) attempt to reshape his family trust has been blocked by a Nevada commissioner—a decision announced on Decemb... Asset Protection Business Planning Dynasty Estate Planning Probate & Estate Administration Trust Protector Trustee
Durfee Law Group Asset Protection: Security and Compliance For individuals and families seeking to preserve their wealth and safeguard assets against potential liabilities, a well-crafted asset protection plan is essential. Effective asset protection requires... Asset Protection Business Planning Dynasty Estate Planning Family Bank Integrated Planning Professionals Tax Planning
Norris Lozano Emerging Trends in Digital Assets As digital assets become an increasingly significant part of clients’ wealth portfolios, estate planning and wealth management strategies must evolve to address the unique challenges they present. Dig... Asset Protection Business Planning Tax Tax Planning
Michael Koberlein Are Your Assets Bubble Wrapped? Whether you have a lot or a little when it comes to belongings, do you know whether your assets are protected? While there are some assets that have “built-in” protections, others require a more proac... Asset Protection Business Planning Dynasty Estate Planning Professionals Tax Tax Planning
Norris Lozano The Tragedy of UnitedHealth Group CEO’s Death The tragic killing of the UnitedHealth Group CEO has sent shockwaves throughout the US and perhaps even more in the healthcare and business communities. This devastating event underscores the immense ... Asset Protection Tax Planning
Norris Lozano Not to be Corny, But: Make This Holiday Season a Gift That Keeps on Giving The holidays are a time for giving, but as a tax attorney, I know that generosity can come with unexpected surprises if you’re not careful. Fortunately, with a little planning, you can maximize your g... Tax Controversy Tax Planning
Norris Lozano The Battle Over Prince's Estate Prince was known for his artistic ability, independence, exacting standards, and his ability to plan his musical recordings and performances with meticulous detail. But amazingly, when he passed away ... Business Planning Contested Probate Dynasty Estate Planning Last Will & Testament
Durfee Law Group Holiday Bonus Tax As the holiday season approaches, many employees look forward to receiving a year-end bonus, and small business owners consider how to reward their team. However, one aspect that often catches people ... Asset Protection Tax Controversy Tax Planning
Durfee Law Group Tax Implications of Holiday Travel Anyone with the capacity to work from home knows the work rarely stops during travel, but what does this mean for taxes? Countless business owners and remote workers struggle with understanding the ta... Business Planning Family Bank Tax Controversy Tax Planning
Durfee Law Group Cracking the Code Have you ever heard the term “tax controversy” before? Here are some examples of it. If you do not agree with your county property tax bill, that is a tax controversy. When the Internal Revenue Servic... Asset Protection Business Planning Tax Tax Controversy Tax Planning
Durfee Law Group Trump Tax Policies With Trump securing the 2024 election, a lot of changes are likely coming down the pike with the extension of the TCJA being one of them. Here are some things to look for. Income Tax The Tax Cuts and ... Professionals
