by rjmintz | Jul 13, 2012 | blog
As of July 1, 2012, Virginia became the 13th state to pass legislation approving the use of Asset Protection Trusts. The new law, similar in purpose to statutes in Delaware, Nevada and other states, allows individuals to protect assets within a self-settled trust....
by rjmintz | Jul 13, 2012 | blog
A family limited partnership was once a rather esoteric way for wealthy families to centralize the management of real estate and various pots of money. But this is not a normal tax year. Read full article In an Unusual Tax Year, the Wealthy Turn to...
by rjmintz | Jul 2, 2012 | blog
A 3.8% surtax on investment income began in 2013 as part of the health care overhaul in 2010 and applies to couples with Adjusted Gross Income over $250,000 (or singles over $200,000). The tax applies to items of investment income, such as dividends, rents, interest...
by rjmintz | Jun 25, 2012 | blog
Over the course of the next few weeks we’ll be detailing particular asset protection solutions aimed at specific issues raised by many of our clients. For example, we’ll examine Private Retirement Plans, Privacy Plans, Pre-Nuptial Asset Protection and...
by rjmintz | Dec 16, 2011 | blog
I recently discovered The White Coat Investor when they posted a favorable comment about our book “Asset Protection for Physicians and High Risk Business Owners”. The site publishes excellent investing and personal finance information for medical...
by rjmintz | Sep 25, 2011 | blog
Why We Turn Down Clients It’s true that we are in the business of providing legal advice and services and representing our clients, but there are many times when we just can’t accept a particular case. This seems to be happening a lot lately and this is a good...
by rjmintz | Sep 25, 2011 | blog
In August the Ninth Circuit Court of Appeals approved a a popular technique for reducing estate taxes. Estate of Petter v. Commissioner
by rjmintz | Sep 25, 2011 | blog
A bad business deal, divorce, medical problems or student loans can lead to financial disaster and a loss of any savings that you may have set aside for your children. Proper planning can immunize and shield these savings More information
by rjmintz | May 10, 2011 | blog
A growing focus of our practice in recent years is on asset protection planning for individuals to protect against medical expense related liability risks. Medical expenses resulting from an illness or injury represent a serious threat to your home and savings. Risks...
by rjmintz | Apr 19, 2011 | blog
New Case Highlights Risks and Opportunities By Robert J. Mintz MDNetGuide – March 2011 Many physicians and other professionals use S-Corporations (S-Corp) to conduct their practice. For a number of reasons this is often a good idea (see “Pros and Cons of Professional...
