For instance, if you die as an expat, probate can take years in your home country and even longer if you have assets in ...

Question: I understand that when you set up a trust, the assets that are in the name of the trust are protected from lawsuits and creditors. If this is so, it seems like that in today’s litigious ...

As a financial advisor, you will have clients who are doctors, lawyers, accountants, or real estate agents. There are the top four professions that attract lawsuits when they make costly mistakes. If ...

For restaurant owners, protecting business and personal assets from lawsuits, creditors, and financial risks is essential. One of the most effective legal strategies is using trusts to shield wealth ...

When asked to speak on estate planning, I inevitably emphasize the importance of retaining skilled legal counsel. The job of the estate planning attorney is to learn about your wishes and to create ...

The Spousal Limited Access Trust (SLAT) is mostly used to transfer assets out of the donor’s taxable estate yet provide “limited” access to the donor’s spouse and other beneficiaries. Not just for the ...

An important gap in many financial plans is the failure to review with an estate planner the potential risks to losing assets and the ways available to protect those assets. The risk to estate leakage ...

The death of the offshore asset protection trust has, by some, been greatly exaggerated. 1 In recent years, attacks on a few such trusts under extreme circumstances have resulted in the incarceration ...

Learn how trust funds work, their benefits, and the differences between revocable and irrevocable funds. Understand how they ...

Limited ("Metis CI"), a global leader in asset protection and trust services, hosted a gala dinner on 12 May (local time) in ...

There has lately been a renewed interest by clients in asset protection planning. A problem for these clients and their planners who are unfamiliar with asset protection planning is that there is ...