News
The Dentist’s Network published an Article written by Douglass Lodmell
Doug was recently featured on the Dentist’s Network website where he contributed an article about the Key Concepts of Asset Protection.
Read what he had to say here: The Key Concepts of Asset Protection
Southpac Trust Offshore Planning Institute Conference 2017
(Pictured L to R) Doug Lodmell, Ike Devji, Neal Rubin, Joe Longo, Bruce Johnson, Brent Gunderson
The Asset Protection Council® was well represented recently at the Southpac Trust Offshore Planning Institute Conference 2017 in Las Vegas, Nevada.[…]
Entities Must Now Report Specified Foreign Assets on Form 8938
Recently created rules outlining IRS reporting requirements for entities with foreign asset holdings or transactions are in effect this tax season – and failing to follow the new rules can result in significant penalties.
The rules will require covered domestic corporations, partnerships and trusts – which[…]
“A Perfect Summer: Your Asset Protection Survival Guide”
APC Member Attorney Ike Devji is featured in the Mid Summer 2016 edition of the Independent Business Magazine. In the article, “A Perfect Summer: Your Asset Protection Survival Guide” Mr. Devji shares his experiences with[…]
Empowering Your Asset Protection Journey
Legal Resources
Toni 1 Trust v. Wacker (2018)
ASSET PROTECTION ISSUE:
Is a Domestic Asset Protection Trust (DAPT) set up in Alaska effective regarding a Montana fraudulent transfer action?
CASE SUMMARY:
Donald Tagwell sued the Wackers in Montana state court in 2007. The Wackers counter-sued Mr. Tagwell as well as several other related parties, including his[…]
Mr. and Mrs. K – An APC Affiliate Attorney Case Study
Disclaimer
The client information summarized here represents an actual client. Names and all identifying information has been removed or changed to protect the attorney client privilege. This information is designed to be used as an instructional tool only. Determining the appropriateness of any planning for any[…]
Market Your Practice
Marketing Resources
Blog
Private Retirement Trust
In litigation, flexibility is the key to winning. No litigator wants to go into the courtroom with only one argument. Prosecutors go for multiple ‘lesser included charges’ just to make sure they leave with a conviction. Defense attorneys prepare as many defenses as possible, even though just one winning argument is enough.
Why is an Arizona holding company preferred, and how are the limited rulings to charging orders an advantage?
A client recently asked: Why is an Arizona holding company is preferred, and how are the limited rulings to charging orders an advantage? What if I don’t live in Arizona do I need to file taxes there?
The AZ LP as my preferred choice as a[…]
COVID-19 Proof Your Retirement Assets Using a Private Retirement Trust
We are all truly facing unprecedented times. The COVID-19 pandemic has impartially and almost instantly impacted our lives globally, socially and economically in ways never before seen in this great Country’s history. Financial experts opine that the U.S. economy may shrink by fifteen percent (15%) in the three months to June and the national unemployment rate may jump from 3.9% to 6%. According to recession forecasters, a significant jump in the unemployment rate signals an imminent recession.
Wealth Formula Podcast: Are You Ready for an Asset Protection Knife-Fight?
Doug recently did a podcast hosted by Buck Joffrey of Wealth Formula!
“If you can’t explain it, you don’t understand it. Remember that the next time you look across the table at a financial advisor type and feel confused. Ask yourself if you could explain what[…]
The Key Concepts of Asset Protection (The Dentist’s Network)
Fifteen years ago “asset protection” was a brand new area of law only a few experts were familiar with. Today it is well understood that asset protection means setting up specific legal tools which protect your assets from a creditor, while allowing you and your[…]
Valentine’s Day starts prenup season
If Cupid has finally found his mark and you are engaged and planning a wedding, don’t forget to budget time and money for a prenuptial agreement (or “prenup”).