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(Hardcover)
Strategies that are effectiveand legal for putting one’sassets safely out of reach
In today’s increasingly litigious world, theshielding of assets has become a prominentissue for financial planners, business owners,and high-net-worth individuals. Asset Protectiondetails methods that are both legallyand morally legitimate for protecting one’sassets from creditors, lawsuits, and scams.
Bringing economic common sense and legitimacyto an area that is drowning in gimmickry, two of today’s toplawyers examine the fundamental issues inthis growing area, avoiding dense legaleseto make the book accessible to anyone. Asset Protection covers everything readerswant to know about:
Jay Adkisson (Laguna Niguel, CA) is a wealth planner with experience as a lawyer in high-profile cases involving offshore assets. He has been favorably featuredin the Wall Street Journal, Forbes, and othermajor publications.
Chris Riser (Atlanta, GA) is a U.S. tax attorneyand director of the American Bar Association’sAsset Protection Planning Committee.
Jay Adkisson (Laguna Niguel, CA) is a wealth planner with experience as a lawyer in high-profile cases involving offshore assets. He has been favorably featuredin the Wall Street Journal, Forbes, and othermajor publications.
Chris Riser (Atlanta, GA) is a U.S. tax attorneyand director of the American Bar Association’sAsset Protection Planning Committee.
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June 05, 2005: I have practiced estate planning, with an emphasis on asset protection planning, for many years. This book?s explanation of various asset protection techniques, many of which I have used in my own practice, is both lucid and thorough. Not only will experienced practitioners find the book to be an invaluable source, but beginners too will discover a text that is highly readable and easy to understand. I am confident saying that Asset Protection spans ?the universe? of such techniques, with both analysis of the fundamental ?building blocks? of the area and coverage of more advanced methodologies. Apart from its useful content, I also found the format of Asset Protection to be particularly straightforward, starting with its discussion of the basic concepts of asset protection and its goals, as well as ethical considerations, proceeding to cover many trusts currently being employed in sophisticated estate planning, and ending with a thorough discussion of entities that should play a part in many sophisticated estate plans. In sum, for beginner and practitioner alike, this book is a ?must read?!!
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September 20, 2004: There is so much mis information about this area of law floating around. These guys practice in this area and are first rate. This should be recommended reading for anyone in the financial services industry. Very on point and well done. Tim White