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Registered Rep. November 1, 2006 Jason Van Steenwyk	How to Protect Client Assets What can a financial advisor do to protect clients? Start by learning about asset-protection strategies that allow an individual to create legal barriers and disincentives to potential litigants.
Financial Advisor July 2004 Jeff Schlegel	The Asset Protection Boom Interest in asset protection among the affluent has doubled since 2000.
Registered Rep. September 1, 2004 Daniels, Leibell & Prince	On Ambulance Chasing and Asset Protection There is a need for estate planners to protect client assets from claims that could result from lawsuits. Here are seven characteristics of an effective asset-protection program, all of which should be part of an integrated estate plan.
Financial Advisor December 2005 Gregory Bresiger	Unprotected Clients? Financial advisors must understand how the new bankruptcy law changes the rules of asset protection.
Financial Planning April 1, 2006 John Nersesian	Firm Protection Business owners may need a lot more than diversification to guard their assets than other financial planning clients. Insurance is only one aspect of their asset protection plan. Their needs reach beyond that into choosing the proper corporate structure for the business.
Financial Planning March 1, 2005 Roccy DeFrancesco	Guarding the Fortress Protecting a wealthy client's marital home or personal residence isn't easy. Here are some options to explore.
Financial Planning June 1, 2005 David A. Twibell	Out of Reach How can financial advisers help their clients avoid a potential litigation nightmare? One option is to establish a self-settled asset protection trust (SSAPT).
Financial Planning November 1, 2009 Rick A. Jaye	Captivating Captives Publicly traded Fortune 500 firms know the benefits of captive casualty insurance companies (captives). Now successful small to midsize businesses are discovering many of the benefits larger companies have long enjoyed.
Financial Planning December 1, 2012 Martin Shenkman	Estate Planning Nirvana? Self-Settled Trusts Explored Self-settled trusts seem to offer the impossible: They remove assets from an individual's estate while still allowing them to benefit from them.
Financial Planning October 1, 2011 Martin Shenkman	Star Power When your clients are celebrities or athletes, estate planning takes on new dimensions. While every client is unique, star power brings with it several unique issues that change the entire planning process, creating new risks as well as new opportunities.
Commercial Investment Real Estate Mar/Apr 2015 Mary Stark-Hood	Real Estate Asset Protection Ownership of real estate has many benefits from an investment and tax standpoint. There is downside risk, however, since the value of real estate holdings may be significant and can be used to cover damages awarded in a lawsuit.
Financial Planning November 1, 2005 Ed Slott	IRA Protection The good news: Your client gets more IRA creditor protection. The bad news? Your client is bankrupt. If this can help even one or two of your clients protect their retirement funds, then you can be a real hero by knowing about the new rules and helping your clients through tough times.
Investment Advisor September 2005 Alan R. Eber	The Tax Advisor: The Foreign Trust Tax Solution Clients want protection against future creditors and unscrupulous predators. The foreign asset protection trust may in many cases provide the ideal defense. Also, some tax burdens can be relieved, legally, with Foreign Asset Protection Trusts (FAPT).
Financial Planning August 1, 2012 Martin Shenkman	Highly Versatile Tools Amid the great uncertainty engulfing the estate tax, family limited partnerships and family limited liability companies may prove particularly valuable.
Financial Planning September 1, 2012 Donald Jay Korn	Planners Need to Be Prudent in this Litigious Era In a litigious era, planners need to be able to prove that they proceeded prudently.
Financial Planning May 1, 2007 John J. Bowen	Rx for Affluent Physicians Here's how financial advisors can approach the wealth management challenges of one attractive niche market.
The Motley Fool August 12, 2005 Roy Lewis	When IRAs Meet Chapter 11 Does a recent Supreme Court ruling shield IRAs from bankruptcy creditors? A simple reading of the court's decision could suggest that IRAs get absolute bankruptcy protection -- but that's not the case.
Financial Planning April 1, 2011 Martin Shenkman	The Season of Giving Christmas is a long way off, but many of your clients should be planning big stocking stuffers in that spirit of giving that only tax law changes can motivate.
Investment Advisor March 2006 Melanie Waddell	Retirement Plan Advisor: Retirement.alt Thinking of putting alternatives in clients' IRAs? You've got plenty of help, and company.
Financial Advisor October 2006 Grove & Prince	Asset Protection Planning With The Ultra-Affluent Protection of all sorts is an overriding concern for high-net-worth individuals. Most financial advisors are in a good position to identify asset protection opportunities for their clients.
Financial Planning October 2, 2007 Martin M. Shenkman	Estate Planning: College Savings 201 For your high-net-worth clients, there are better college savings vehicles than the usual suspects. Here are some options.
BusinessWeek January 17, 2005 Anne Tergesen	Where To Entrust Your Trust? Picking the right location is the key to success in real estate. Now it's also a crucial decision in the sleepy world of trust funds.
BusinessWeek July 11, 2005 Amy Borrus	Not Necessarily A Fresh Start On Oct. 17, bankruptcy will get tougher and costlier. Here's what you need to know.
Financial Advisor June 2005 Bruce W. Fraser	The Rush To Dynasty Trusts It remains to be seen whether dynasty trusts will endure. Meantime, they remain a viable way for the wealthy to shield assets over generations, and for financial advisors they can be a lucrative source of fee income.
Investment Advisor June 2006 I. Jay Safier	Tax Advisor: Transfer Time, Part 1 One of the significant issues that will be faced by retiring baby boomers is how to keep their accumulated wealth within their families. Here is a review of strategies clients can use for transferring wealth.
Financial Planning August 1, 2008 David A. Twibell	House Calls Working with physicians can be rewarding, but to be successful, advisors need to develop the skills to tackle the unique problems facing doctors.
Investment Advisor August 2008 Lewis Schiff	A Prospect With a Plan A prospect with an existing plan often presents opportunities.
Financial Advisor September 2009 Cathleen M. Clauson	Unlocking Opportunity Trusts are a good way for advisors to expand their businesses. Here's why.
Investment Advisor March 2007 Tere D'Amato	Rich Spouse, Poor Spouse New estate planning techniques may help your financial advisory clients tackle common problems. As with all estate planning, the guidance of an experienced estate planning attorney is key.
Financial Planning December 1, 2010 Martin Shenkman	Tell Them Now Whatever the result in Congress as the estate planning environment evolves, planners should make a concerted effort to communicate with clients and help them assess planning.
On Wall Street January 1, 2013 Mira Fine	Tax Tips for Business Owners What advisors can still do to protect business owners assets even though last year is gone.
Financial Planning November 1, 2005 Russell Wild	Worst-Case Scenario If we ask ourselves (and we need to ask ourselves) what financial planners can do to protect the assets of a client from serious illness or injury, the first two items on the list are clear: Adequate health insurance and a good disability policy.
Financial Advisor October 2008	Holding On A rising number of people near retirement age are turning to so-called directed trusts to gain control over a certain part of their estates.
Commercial Investment Real Estate Sep/Oct 2015 Mary Stark-Hood	Succession Planning According to a 2014 Financial Planning Association Survey, the greatest financial challenge facing small business owners is developing a retirement plan and exit strategy.
The Motley Fool April 1, 2004 Dave Braze	Update Your Beneficiaries After any major life event (marriage, birth, divorce, death), you must re-evaluate who will inherit what.
Commercial Investment Real Estate Jan/Feb 2013 Michael Zaverton	Bankruptcy for Landlords Do you know what to do when your tenant files?
Commercial Investment Real Estate Sep/Oct 2007 Brian Greenspoon	Bankruptcy Sales Understanding sales processes from a legal standpoint during bankruptcy can be useful for commercial real estate professionals in the current market conditions.
Investment Advisor July 2006 I. Jay Safier	The Tax Advisor: Transfer Time, Part 2 More strategies to transfer wealth, including charitable remainder trusts and family limited partnerships.
Inc. January 2009	How To: Choose the Right Legal Structure If you are starting a business, or you already run one but haven't thought strategically about its legal structure, you need to take this matter seriously.
Financial Planning December 1, 2012 Ann Marsh	Massive Wealth Transfer: Clients Rush Before Year's End Advisors have been racing to finish what some say is an unprecedented transfer of wealth to descendants because Bush-era tax exemptions may expire at year s end..
Financial Advisor November 2006 Grove & Prince	Wealth Protection For The Affluent Here are the things wealth managers must know to keep their wealthy clients feeling secure.
Financial Planning September 1, 2012 Martin Shenkman	Helping High Net Worth Clients to Act Before Possible Cut in Tax Exemptions Consider the possibilities and problems dealing with wealthy clients seeking to act before a possible cut in tax exemptions.
Financial Advisor November 2004	Frontline News New CFP Board CEO Offers Her Ideas... FPA Has Its Day On Capitol Hill, Mixing Planning With Politics... Investigations May Aid Lawsuit To Rollback Broker Exemption... RIA Business Boomed in 2003, But Profit Margins Shrank... etc.
Financial Planning February 1, 2011 Martin Shenkman	Two-Year Bonus The 2010 Tax Act is the most significant change in the estate-tax system in quite some time. Yet some of the conclusions and a significant part of the advice your clients have read in the media are misleading.
Investment Advisor August 2005 Tere D'Amato	The Tax Advisor: The FLP: Dead or Alive? Despite increased IRS scrutiny, family limited partnerships can still be great estate planning tools.
Financial Advisor October 2004 Gail Liberman	Advisors Moving Trusts For Cost Savings Like a game of chess, lawyers and wealth advisors are saving their clients money by moving trusts to states with more attractive laws.
Financial Planning September 1, 2009 Stacy Schultz	Staying Alive As the economic environment has pinned many financial advisors against a wall, for some, bankruptcy is their best chance at salvaging their business.
Entrepreneur May 2004 Scott Bernard Nelson	Trust Me Asset-protection trusts are one way for business owners and wealthy individuals to cover their assets when creditors come knocking.
Commercial Investment Real Estate Nov/Dec 2005 Chuck Wise	End-Game Strategies Most commercial real estate investors are clear on the benefits of owning income property, but many underestimate the importance of creating an end-game strategy for the timely and favorable disposition of their assets. Here's how commercial real estate professionals can help.
Financial Advisor October 2010 Ben Mattlin	How To Select Trustees As trusts grow more popular, the need to appoint the right trustees becomes crucial.