First part of a program presented for educational purposes about asset protection for physicians and their practices. In the video, we tackled topics as important needs for the successful physician family, maki...
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When it comes to irrevocable trusts, many people believe you cannot make changes after it is established. However, that is not the case. You have the option to decant an irrevocable trust, which will allow you ...
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Jonathan Blattmachr and Layne Rushforth talk in this Webinar about curtailing fiduciary litigation. In the video below you'll be able to learn about types of disputes, litigation-curtailing options, planning ...
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All gun owners, whether a collector, enthusiast, or one just getting started with heavy ordinance, should consider a Gun Trust. A “Gun Trust” is a type of trust created by a weapon owner(a “grantor”) to...
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Some public benefits are granted based upon a clients disability status, income and/or financial resources. A disabled client who receives money or property from a settlement, judgement, gift or inheritance may...
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Jonathan Blattmachr and Martin Shenkman discuss note sale transactions, their history, concepts and tips from experts in the subject....
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Jonathan Blattmachr, Esq. William Lipkind, Esq. and Martin Shenkman, Esq. talk about INGS — extraordinary planning tool to reduce income tax....
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In this litigious era, individuals who are in high-risk professions, such as physicians, should consider asset protection strategies to safeguard their financial well-being.According to a recent study in the Ne...
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By Matthew Blattmachr, CFP One of the many decisions that clients are faced with when creating a trust is “who will be the trustee(s) and should you use an individual or an institution?” This seemingly simp...
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