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| Asset Protection Resources |
| Created by Dennis Kennedy, EstatePlanningLinks.com is maintained by attorney Dennis Toman in Greensboro, North Carolina. |
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| Asset Protection |
Asset protection planning allows you to employ legal techniques to prevent anyone from taking your assets, or at least make it so difficult that they do not succeed.
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| Asset Protection for Estate Planning |
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Integrated Estate Planning Using Asset Protection Trusts - From an article originally published in The Tax Adviser, this Use the Family Business Search engine to find a multitude of articles that can be searched by subject, such as succession, estate planning, valuation, etc. A great resource for owners and executives of family businesses.
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Law Journal Article: Asset Protection and Dynasty Trusts-From Real Property, Probate and Trust Journal, Summer 2002. Lengthy academic article examines domestic protection trusts permitted under Alaska, Delaware, Nevada, and Rhode Island, and how these types of perpetual dynasty trusts might apply under the law of other states that have abolished the rule against perpetuities or permit trusts to opt out of the rule. |
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Dynasty Trusts for Generational Planning - Brief description of dynasty trusts for estate planning from book, Asset Protection Concepts and Strategies. |
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Merrill Lynch Explanation of Dynasty Trusts - Explains tax and creditor protection benefits of dynasty trusts in estate planning. |
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| Asset Protection Strategies |
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Offshore Asset Protection - From the Tax Prophet. Memo describing effectiveness of typical offshore asset protection strategies, noting that most are not effective for people living in the United States. |
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Asset Protection Strategies to Protect Wealth - Great overview site that then drills down to specific asset protection techniques, by the Riser Adkisson law firm. Also references the Asset Protection: Concepts and Strategies book authored by Adkisson and Riser, plus state specific resources citing cases, and relevant practice areas |
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Articles on Asset Protection - Advanced Asset Protection planning articles by Donlevy Rosen & Rosen law firm in Florida. |
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Asset Protection Corporation - Articles and links about Asset Protection, including 9 Simple Tips for Asset Protection. |
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Asset Protection Links - Extensive directory of online Asset Preservation resources, organized by category and individually reviewed. |
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| Asset Protection Forms |
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| Asset Protection Forms |
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The Asset Protection Law Center - Based in California, the law firm of Robert J. Mintz offers a variety of asset preservation strategies to high asset clients throughout the country. The site contains a wealth of information about advanced strategies, and is nicely categorized with the Asset Protection Law Library. Site are detailed examples, diagrams and real life case studies involving some popular techniques such as the Family Limited Partnership, Limited Liability Company, Family Savings Trust, Offshore LLC, Offshore Trusts, Offshore Corporations and Privacy Plans. |
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Lodmell & Lodmell - based in Phoenix AZ, with articles and information about asset protection, including asset protection myths. |
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Lawyers.com - Directory of asset preservation lawyers by state. |
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Oshins Law Firm - Richard A. Oshins and Steven J. Oshins are lawyers in Las Vegas, Nevada, with a special emphasis on planning large estates. The website includes descriptions of basic and advanced estate planning techniques. |
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| How To Protect Your Children And Their Inheritance From The Trials Of Probate By Following Practical, Step-By-Step Tips In My Paint-By-Numbers Estate Planning Kit, And Avoid a Lengthy And Costly Catastrophe! |
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