Asset protection planning is where a person takes steps to disassociate themselves from their current assets so that they are no longer available to creditors. Although asset protection planning as a ...

Cook Islands trusts are popular among high-net-worth individuals (HNWIs) and those who advise them. That is because Cook ...

Economic downturns put client assets at risk as market declines, business stress, and job losses can reduce portfolio values. During these times, advisors need to come up with practical steps to help ...

Trust-based property schemes, also known as ‘family protection trusts’ or ‘asset protection trusts’, are often promoted as a ...

The field of asset protection is often stigmatized. The phrase may inspire thoughts of “deadbeats, scam artists, and tax evaders.” 1 However, the concept has become common and refers to nothing more ...

Economic downturns put client assets at risk as market declines, business stress, and job losses can reduce portfolio values. During these times, advisors need to come up with practical steps to help ...

Jeffrey M. Verdon is a partner and chair of the Asset Protection Practice Group at Falcon Rappaport & Berkman LLP, a full-service law firm based in New York and working from the Newport Beach, Calif., ...

In 2009, New Hampshire joined what was then a small group of states that statutorily permitted the creation of a domestic asset protection trust (“DAPT”). Although today, 20 states in the U.S. allow ...

Amid growing concerns around financial lawsuits and wealth vulnerability, Blake Harris sat down with The Rhonda Swan Show to share how entrepreneurs can stay ahead with smart, legal strategies. In ...

Investment management encompasses choosing, monitoring and adjusting a portfolio of assets. Here’s what it involves, why it matters and how to approach it ...

Owning and operating a restaurant in New York comes with significant financial and legal responsibilities—especially when real estate is part of your investment portfolio. As a restaurant owner, you ...