Asset Protection: A Guide For Professionals - Softcover

Rosen Esq., Howard; Donlevy-Rosen Esq., Patricia A.

Softcover

ISBN 10: 1501078623 ISBN 13: 9781501078620

Verlag: CreateSpace Independent Publishing Platform, 2014

Inhaltsangabe

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.

Über diesen Titel

Über die Autorin bzw. den Autor

Howard Rosen, Esq., is a graduate of the University of Miami School of Law, a member of the Florida Bar, and a nationally recognized lecturer on the topics of asset protection, taxation, and estate planning. He has written several books and numerous articles on these subjects. A recipient of the Outstanding Discussion Leader award from the Florida Institute of CPAs, he has also served on many boards and committees, including the BNA Tax Management advisory board, on which he has served since 1994.

Patricia A. Donlevy-Rosen, Esq., is a graduate of the New York Law School and a member of the New York Bar and the Florida Bar. A widely published author of asset protection articles, she wrote three chapters for The Biggest Legal Mistakes Physicians Make and How to Avoid Them. Sheauthored the highly esteemed guide Asset Protection Planning, which is used by lawyers, CPAs, and estate planners nationwide.

Details zur Ausgabe

• Verlag: CreateSpace Independent Publishing Platform
• Erscheinungsdatum: 2014
• Sprache: Englisch
• ISBN 10: 1501078623
• ISBN 13: 9781501078620
• Einband: Taschenbuch
• Anzahl der Seiten: 188
• Kontakt zum Hersteller: Nicht verfügbar
• Verantwortliche Person: KreGa Onlinehandel GmbH; 4950000000000; info@krega-onlinehandel.de; ; Birkenweg 31; Brakel; 33034; Deutschland