Asset Protection
Timeshares in Estate Planning
Many of the clients our estate planning attorneys in Chapel Hill serve own property in multiple states, and some of the properties are…
Top 5 States for Dynasty Trusts
Dynasty trusts offer asset protection and estate and generation-tax skipping tax avoidance over many generations. Three years ago attorney Steve Oshins started a…
Access to One’s Digital Estate
More states pass legislation addressing digital assets. More states are starting to address a growing area of an individual’s estate: Digital assets….
Protecting IRA Assets for Beneficiaries: IRA Beneficiary Trusts
Earlier this year the Supreme Court ruled in Clark v. Rameker that inherited retirement accounts are subject to bankruptcy claims. As a result of this…
Estate Plan Update: New Life Insurance Option life insurance trust
Life insurance can be a great estate planning tool. Payments generally do not go through probate, loved ones may not need to…
Consequences of No Digital Asset Protection
Digital asset management will continue to change as new devices, applications, and technologies develop. Digital asset protection is more than leaving behind one’s…
Tennessee is #3 for Domestic Asset Protection Trusts in 2014
A year ago Tennessee tied for the fourth spot in Steve Oshins’ Annual Domestic Asset Protection Trust State Rankings. Last summer Oshins updated the…
New NC Court Ruling Affects LLCs
North Carolina Limited Liability Company (LLC) owners may be interested in a new court ruling that illustrates the protection these asset preservation…
Non-Tax Benefits of Family Limited Liability Companies
Family Limited Liability Companies (FLLC) are one of several asset protection tools used to preserve assets of family businesses. These assets may…
Reverse Mortgages and Inheritances
Should beneficiaries of a potential inheritance be concerned if their elderly relative decides to get a reverse mortgage? Reverse mortgages are not…
