Download or read book Asset Protection A Lawyer s Guide to Asset Protection Planning in California written by Esq LL M. Jacob Stein and published by . This book was released on 2011-09-01 with total page 278 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.
Download or read book California Asset Protection Guide written by J Reed K Scott Mba and published by Createspace Independent Publishing Platform. This book was released on 2017-12-21 with total page 126 pages. Available in PDF, EPUB and Kindle. Book excerpt: California is the most litigious state in the Union, according to the National Federation of Independent Business (NFIB), but business owners and professionals need not fear! Finally, respected tax and asset protection attorney Reed Scott provides a no-nonsense, practical book specifically for the California business owner and professional. This useful guide demonstrates how California asset protection is unique and why not knowing your options can destroy your business and family in an instant. Topics covered include: - How to protect your business from employee or customer lawsuits; - How to protect your personal investments from lawsuits or attachment; - How to protect your business and personal real estate from creditor claims; - How to protect your professional practice and personal assets from patient or client lawsuits; - Why liability or malpractice insurance offers limited protection; - Why limited liability companies, partnerships, and corporations are not the best form of asset protection; and - Your unique California asset protection rights that most people are not aware of.
Download or read book Asset Protection written by Jay Adkisson and published by McGraw Hill Professional. This book was released on 2004-07-02 with total page 337 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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
Download or read book A Guide to Asset Protection written by Robert F. Klueger and published by Wiley-Interscience. This book was released on 1996-11-13 with total page 296 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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
Download or read book ABA Consumer Guide to Asset Protection written by Jeffrey R. Matsen and published by . This book was released on 2015 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.
Download or read book Asset Protection for California Residents written by Jacob Stein and published by Aliant, Llp. This book was released on 2017-03-20 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: This is the first and only book in print on asset protection planning specific to California residents. It presents a sophisticated and in-depth look at the law in an easy to read and understand manner. Full of practical advice and real-life stories, it covers many commonly used asset protection techniques and structures. Learn what you can do today to protect your home and life savings!
Download or read book Complete Guide to Asset Protection Strategies written by Mark Warda and published by . This book was released on 2003 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.
Download or read book Asset Protection Planning Guide written by Barry S. Engel and published by Cch Incorporated. This book was released on 2005 with total page 691 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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 Second Edition reflects the most recent developments in asset protection planning, including coverage of the Bankruptcy Abuse Prevention and Consumer Protection Act of 2005.
Download or read book Asset Protection for Physicians and High Risk Business Owners written by Robert J. Mintz and published by Robert J Mintz. This book was released on 2010 with total page 256 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.
Download or read book For California Doctors written by David Mandell and published by . This book was released on 2014-06-02 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: Written by the principals and team members at OJM Group, along with four California law firms, For California Doctors demonstrates how to efficiently practice so doctors can focus their efforts on getting more out of their medical practice and personal finances. Specifically, For California Doctors seeks to educate doctors seeking to protect their personal and practice assets from lawsuits, taxes and bad investments while showing them how they may build wealth through the leverage of people, assets and effort.
Download or read book The Protection Book A Guide to Asset Protection written by E. J. Lashlee and published by Lulu.com. This book was released on 2014-04-15 with total page 334 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.
Download or read book Asset Protection Planning Guide written by Barry S. Engel and published by . This book was released on 2000 with total page 672 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Asset Protection written by Howard Rosen and published by Createspace Independent Publishing Platform. This book was released on 2014-12-24 with total page 188 pages. Available in PDF, EPUB and Kindle. Book excerpt: Asset protection planning is essential, yet traditional methods aren't usually sufficient to address today's financial realities. Rethinking how you utilize limited partnerships, limited liability companies, and trusts can help you navigate the liability exposures of the twenty-first century. Covering the techniques necessary to protect different asset classes as well as special planning structures such as entity trusts, group trusts, and enhanced IRA protection, authors Howard Rosen, Esq., and Patricia A. Donlevy-Rosen, Esq., offer an indispensable guide that educates professionals on the steps required to properly implement an effective asset protection structure for their clients. With attention given to fraudulent transfers, state law exemption planning, and selected offshore trust jurisdictions, the book also covers sources of liability exposure, reporting requirements for the United States, and IRS scrutiny of abusive trust arrangements. All in all, Asset Protection: A Guide for Professionals is an essential addition to your library if you are an attorney, accountant, or financial professional seeking to improve your understanding of asset protection planning in order to better serve your clients' wealth protection needs.
Download or read book Planning and Defending Asset protection Trusts written by Evan H. Farr and published by ALI-ABA. This book was released on 2009 with total page 338 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Pragmatic Asset Protection Book written by Robert L. Sommers and published by Tax Prophet Publications. This book was released on 2012-08 with total page 336 pages. Available in PDF, EPUB and Kindle. Book excerpt: Pragmatic Asset Protection is a practical guide for individuals seeking to protect their assets from creditors. The methods discussed fall squarely within the U.S. legal system and do not involve hiding assets offshore or other transparently phony schemes. This publication is the product of the author's extensive experience, including his work for the U.S. government as an expert witness on asset protection, and is especially helpful to those owning multiple real estate properties, professionals (doctors, attorneys, accountants, financial consultants, architects) and individuals engaging in activities that could give rise to large jury verdicts. Robert Sommers defines the leading concepts and how creditors and courts view various aspects of an asset protection plan. He identifies the pitfalls and traps for the unwary and includes common-sense pointers on how to best protect your assets in our litigious society. Citations to case law and other legal precedents are contained in the reference section.
Download or read book The Protection Book written by E. J. Lashlee and published by Lulu.com. This book was released on 2012-05 with total page 278 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Protection Book guides you through the process of estate planning, asset protection, and privacy. The Protection Book describes steps to: * Create a Superior "Private Will" that supersedes typical Wills. * Provide for family care and guardianship * Protect yourself from the legal and financial ravages of Disability * Manage or reduce Taxes * Manage and protect assets regarding disability * Keep finances and beneficiaries private and eliminate publicity * Eliminate attorneys fees, court costs, and months of time in probate * Minimize lawsuit concerns and insurance claims * Eliminate the need for a court appointed guardian * Minimize Family Conflicts and disputes with friends * Minimize support expense * Minimize medical expense * Minimize Education Expense * Compare Corporations, LLCs, Partnerships, & Trusts * Compare organizations and their good and bad points * Explain a system of low cost accounting * Distinguish the hype from Professional Trust Experts * Understand documents
Download or read book The White Coat Investor written by James M. Dahle and published by White Coat Investor LLC the. This book was released on 2014-01 with total page 160 pages. Available in PDF, EPUB and Kindle. Book excerpt: Written by a practicing emergency physician, The White Coat Investor is a high-yield manual that specifically deals with the financial issues facing medical students, residents, physicians, dentists, and similar high-income professionals. Doctors are highly-educated and extensively trained at making difficult diagnoses and performing life saving procedures. However, they receive little to no training in business, personal finance, investing, insurance, taxes, estate planning, and asset protection. This book fills in the gaps and will teach you to use your high income to escape from your student loans, provide for your family, build wealth, and stop getting ripped off by unscrupulous financial professionals. Straight talk and clear explanations allow the book to be easily digested by a novice to the subject matter yet the book also contains advanced concepts specific to physicians you won't find in other financial books. This book will teach you how to: Graduate from medical school with as little debt as possible Escape from student loans within two to five years of residency graduation Purchase the right types and amounts of insurance Decide when to buy a house and how much to spend on it Learn to invest in a sensible, low-cost and effective manner with or without the assistance of an advisor Avoid investments which are designed to be sold, not bought Select advisors who give great service and advice at a fair price Become a millionaire within five to ten years of residency graduation Use a "Backdoor Roth IRA" and "Stealth IRA" to boost your retirement funds and decrease your taxes Protect your hard-won assets from professional and personal lawsuits Avoid estate taxes, avoid probate, and ensure your children and your money go where you want when you die Minimize your tax burden, keeping more of your hard-earned money Decide between an employee job and an independent contractor job Choose between sole proprietorship, Limited Liability Company, S Corporation, and C Corporation Take a look at the first pages of the book by clicking on the Look Inside feature Praise For The White Coat Investor "Much of my financial planning practice is helping doctors to correct mistakes that reading this book would have avoided in the first place." - Allan S. Roth, MBA, CPA, CFP(R), Author of How a Second Grader Beats Wall Street "Jim Dahle has done a lot of thinking about the peculiar financial problems facing physicians, and you, lucky reader, are about to reap the bounty of both his experience and his research." - William J. Bernstein, MD, Author of The Investor's Manifesto and seven other investing books "This book should be in every career counselor's office and delivered with every medical degree." - Rick Van Ness, Author of Common Sense Investing "The White Coat Investor provides an expert consult for your finances. I now feel confident I can be a millionaire at 40 without feeling like a jerk." - Joe Jones, DO "Jim Dahle has done for physician financial illiteracy what penicillin did for neurosyphilis." - Dennis Bethel, MD "An excellent practical personal finance guide for physicians in training and in practice from a non biased source we can actually trust." - Greg E Wilde, M.D Scroll up, click the buy button, and get started today!
