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On this site, our law firm presents a detailed discussion on a range of asset protection strategies designed to shield and insulate our clients’ wealth from personal and business liability risks.
Our clients are physicians, corporate officers, business and real estate owners who wish to practice their business or profession without jeopardizing the assets they have accumulated over the years. A thoughtful, carefully tailored legal plan can generally accomplish this worthwhile result.
Provided in this 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. Also included are discussions of Equity Stripping techniques for Real Estate and Accounts Receivable.
FEATURE - January 2012
Asset Protection With Private Retirement Plans
Some states allow for the creation of a Private Retirement Plan, which is entirely exempt from judgments and bankruptcy. That is, retirement savings plans which are not IRS Qualified Plans, may be protected under state law if certain requirements are satisfied. According to the cases that have been decided, these plans must be carefully drafted and maintained, but they are highly flexible in design, need not cover other employees, and can include annual contributions that can substantially exceed those available under the qualified plans or IRAs.
Read full article Asset Protection With Private Retirement Plans
Complimentary New Book
New & Revised 2011 Edition
Asset Protection for Physicians and High-Risk Business Owners
by Robert J. Mintz JD, LLM
The most powerful and creative asset protection strategies with up-to-date legal developments including the latest planning techniques, case law, articles, illustrations and examples. Essential reading for every professional, business owner and potential deep-pocket lawsuit defendant.
