Ask the Experts 8/2/18 Ask the Experts 8/2/18 Should my client use an IRA Inheritance Trust as their primary beneficiary? Read More Ask the Experts 8/2/18 Ask the Experts 8/2/18 I would like to know if the 60-day rule to IRA’s also applies to Uni-K/401K’s Read More Ask the Experts 8/2/18 Ask the Experts 8/2/18 Why do most financial planners and attorneys refrain from stressing the importance of creating a credit by-pass trust through a clients will... Read More Ask the Experts 8/1/18 Ask the Experts 8/1/18 What are the advantages of delaying social security? Read More Ask the Experts 8/1/18 Ask the Experts 8/1/18 In regard to 529’s, are the accounts regarded as probated assets to the individual who set them up upon their death? Read More Ask the Experts 7/31/18 Ask the Experts 7/31/18 IRC 671-679 is not an easy read. Do you have a recommended checklist for tax review... Read More Ask the Experts 7/31/18 Ask the Experts 7/31/18 I have a real estate trust and there are 15 properties deeded to it... Read More Ask the Experts 7/26/18 Ask the Experts 7/26/18 How do you find the individuals/families to reach out to? Read More Ask the Experts 7/26/18 Ask the Experts 7/26/18 I am establishing a Trust fund for my only daughter... Read More Ask the Experts 7/26/18 Ask the Experts 7/26/18 Can you put property in which you own 50% title into a trust in the state of California? Read More Ask the Experts 7/26/18 Ask the Experts 7/26/18 If a trust were drafted as, or could become a beneficiary-controlled trust, wouldn’t the assets in the trust be subject to attachment by creditors and/or a divorce degree? Read More Ask the Experts 7/26/18 Ask the Experts 7/26/18 I wish to set up an Irrevocable Trust for my son and daughter... Read More Ask the Experts 7/26/18 Ask the Experts 7/26/18 Is there a power of appointment to change the beneficiary in a Nevada Asset Protection Trust? Read More Ask the Experts 7/26/18 Ask the Experts 7/26/18 Can you provide me a comparison of Nevada vs Texas for trust situs? Read More Ask the Experts 7/26/18 Ask the Experts 7/26/18 I have a client with a Credit Shelter Trust under California Law... Read More Ask the Experts 7/25/18 Ask the Experts 7/25/18 How do you handle multiple beneficiaries? Read More Ask the Experts 7/25/18 Ask the Experts 7/25/18 I have a client who is a surviving spouse, and beneficiary of an AB trust... Read More Ask the Experts 7/25/18 Ask the Experts 7/25/18 I have a client with a very low-income tax basis office building... Read More Ask the Experts 7/18/18 Ask the Experts 7/18/18 How long does it take to protect your assets in a Nevada Asset Protection Trust? Read More
Ask the Experts 8/2/18 Ask the Experts 8/2/18 Should my client use an IRA Inheritance Trust as their primary beneficiary? Read More
Ask the Experts 8/2/18 Ask the Experts 8/2/18 I would like to know if the 60-day rule to IRA’s also applies to Uni-K/401K’s Read More
Ask the Experts 8/2/18 Ask the Experts 8/2/18 Why do most financial planners and attorneys refrain from stressing the importance of creating a credit by-pass trust through a clients will... Read More
Ask the Experts 8/1/18 Ask the Experts 8/1/18 What are the advantages of delaying social security? Read More
Ask the Experts 8/1/18 Ask the Experts 8/1/18 In regard to 529’s, are the accounts regarded as probated assets to the individual who set them up upon their death? Read More
Ask the Experts 7/31/18 Ask the Experts 7/31/18 IRC 671-679 is not an easy read. Do you have a recommended checklist for tax review... Read More
Ask the Experts 7/31/18 Ask the Experts 7/31/18 I have a real estate trust and there are 15 properties deeded to it... Read More
Ask the Experts 7/26/18 Ask the Experts 7/26/18 How do you find the individuals/families to reach out to? Read More
Ask the Experts 7/26/18 Ask the Experts 7/26/18 I am establishing a Trust fund for my only daughter... Read More
Ask the Experts 7/26/18 Ask the Experts 7/26/18 Can you put property in which you own 50% title into a trust in the state of California? Read More
Ask the Experts 7/26/18 Ask the Experts 7/26/18 If a trust were drafted as, or could become a beneficiary-controlled trust, wouldn’t the assets in the trust be subject to attachment by creditors and/or a divorce degree? Read More
Ask the Experts 7/26/18 Ask the Experts 7/26/18 I wish to set up an Irrevocable Trust for my son and daughter... Read More
Ask the Experts 7/26/18 Ask the Experts 7/26/18 Is there a power of appointment to change the beneficiary in a Nevada Asset Protection Trust? Read More
Ask the Experts 7/26/18 Ask the Experts 7/26/18 Can you provide me a comparison of Nevada vs Texas for trust situs? Read More
Ask the Experts 7/26/18 Ask the Experts 7/26/18 I have a client with a Credit Shelter Trust under California Law... Read More
Ask the Experts 7/25/18 Ask the Experts 7/25/18 I have a client who is a surviving spouse, and beneficiary of an AB trust... Read More
Ask the Experts 7/25/18 Ask the Experts 7/25/18 I have a client with a very low-income tax basis office building... Read More
Ask the Experts 7/18/18 Ask the Experts 7/18/18 How long does it take to protect your assets in a Nevada Asset Protection Trust? Read More
