Shenkman Law
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July – September 2017
Asset Protection Planning: Be Careful!
Checklist: 2nd Marriage
Recent Developments:
- Settlement was Taxable
- Art Appraisals
- Uniform Voidable Transfers Act
- Death Investigation Costs
- No Charitable Deduction
- Digital Assets
Planning Potpourri:
- E-Signatures
- Health Care Costs
- Is it a Loan?
- Agent Confusion
Asset Protection Planning: Be Careful!
- Asset protection planning (protecting what you own from claims, lawsuits, and other risks) should be part of everyone’s estate plan. There have been a barrage of new worrisome cases in 2017 that give important lessons to anyone who wants a trust, LLC or other asset protection planning step to work.
- Settlement was Taxable