The dust has largely settled on Bernie Madoff's media coverage. Outside of a few television specials on the subject, the perpetrator of the largest Ponzi Scheme in history is quietly serving his prison sentence, and he will probably never again see the light of day as a free man. Despite the fact that Madoff is…
Many recent conversations with our clients have revolved around investment strategy and the role it plays in asset protection planning. Like asset protection, investing is very much about identifying risks, deciding which risks are worth taking, avoiding other risks. In short, both investing and asset protection are about risk management. Investing With An Asset Protection…
Recently we've heard a lot of rumbling from clients about banks that are just plain uncooperative and unwilling to adhere to any measure of reason with respect to asset protection trusts. Specifically, it seems that banks are succeeding at scaring people who want to refinance their homes. The typical situation goes something like this: A…
It's typically pretty easy to transfer assets into your asset protection plan. That's especially true of Lodmell & Lodmell asset protection plans. However, there are occasionally some complications and difficulties that arise with the creation and funding of asset protection strategies. For example, California state laws impose onerous burdens relative to other states. The purpose of this…
As an asset protection attorney, my job is to help you assess and mitigate risk. In large part, my job is to help you fully comprehend where your assets are vulnerable to attack and then to advise you on strategies that can either reduce the risks or remove the assets from a position of vulnerability…