Economic downturns put client assets at risk as market declines, business stress, and job losses can reduce portfolio values. During these times, advisors need to come up with practical steps to help ...

Forbes contributors publish independent expert analyses and insights. I write about charitable giving and estate planning ideas. A Delaware court (by the Magistrate in Chancery) recently upheld the ...

Post-claim transfers usually fail .... and worse. Back in 2013, I wrote the article "Existence Of Claim Renders Some Clients Seeking Asset Protection Effectively Dead On Arrival", which warned against ...

Long-term care costs are expensive and continuing to rise. As more people recognize that care costs could easily wipe out a lifetime of savings, families turn to a variety of ...

Jeffrey M. Verdon is a partner and chair of the Asset Protection Practice Group at Falcon Rappaport & Berkman LLP, a full-service law firm based in New York and working from the Newport Beach, Calif., ...

Economic downturns put client assets at risk as market declines, business stress, and job losses can reduce portfolio values. During these times, advisors need to come up with practical steps to help ...

In 2025, affluent retirees face an increasingly complex financial landscape. Protecting and growing wealth now requires a multifaceted approach, and the stakes are particularly high when dealing with ...

Limited liability companies (LLCs) are business entities that can be used as powerful asset protection tools and as “disaster containment units.” LLCs avoid cross-liability where a lawsuit against one ...

The Spousal Limited Access Trust (SLAT) is mostly used to transfer assets out of the donor’s taxable estate yet provide “limited” access to the donor’s spouse and other beneficiaries. Not just for the ...

Control and protection are always the key tradeoffs in irrevocable trusts. Despite what a company marketing a “special” trust may say, the more control that a trust maker keeps over an irrevocable ...

Owning and operating a restaurant in New York comes with significant financial and legal responsibilities—especially when real estate is part of your investment portfolio. As a restaurant owner, you ...