Estate Planning Lawyer Ali Talai Spoke at the West San Gabriel Valley Realtors Association on Asset Protection ...

Forbes contributors publish independent expert analyses and insights. I write about charitable giving and estate planning ideas. A Delaware court (by the Magistrate in Chancery) recently upheld the ...

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

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 ...

Nevada DAPT failed to shield California Tahoe real estate: court applied CA law, let IRS lien attach and foreclose on Huckaby ...

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 ...

Sustainability and Circularity: Even during global instability, regulatory and consumer expectations around environmental ...

Control and protection are always the key tradeoffs in irrevocable trusts. Despite what a company marketing a “special” trust may say, the more control that a trust maker keeps over an irrevocable ...

I have been an advisor to physicians for 30 years, helping them shield assets from potential liability — first as an attorney ...