AP Newsletter Article -Is Nevada a Good Bet for Asset Protection

California CPA Magazine, September 2013

While a non-resident alien (NRA) desiring to invest in US. real estate property typically has many goals, such as liability protection and privacy,the main     concern   is to minimize worldwide income and estate tax liability.

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by Jacob Stein

EB5 Investors Magazine, October 2013

A foreigner desiring to invest in a U.S. business or joint venture has many goals, including privacy, liability protection and the need to minimize world-wide income and estate tax liability.  EB-5 investors are also concerned with the tax planning that needs to take place before the investor is granted permanent residence status in the United States.

by Jacob Stein

Business Entities, March/April 2013

International political uncertainty has continued to lead foreign investors to the U.S. The U.S. is politically and economically more stable, legally and fiscally transparent, and it imposes no currency controls. Various entity choices exist for investors.

LA Daily Journal, January 2013

On Jan. 1, 2013, Congress enacted the American Taxpayer Relief Act of 2012, the law that averted us all going over the “fiscal cliff.” The act ended a tortuous road that the estate tax and gift tax have followed for more than a decade.

LA Lawyer, January 2013

THE RECENT CONFLUENCE of falling U.S. real estate prices and a weaker dollar, together with the flight of capital from Russia and China, has produced a significant demand for real estate in California, Florida, and Manhattan among foreign investors. This demand is fueled by the global perception that the United States is politically and economically stable (or at least more stable than the alternatives), has a transparent legal system that makes it easy for foreigners to invest in real estate and imposes no currency controls, making it easy to divest.

Estate Planning, December 2012

Despite what its name implies, an irrevocable trust may be subject to change or termination through the implementation of various strategies.

Valley Lawyer, October 2012

ESTATE PLANNING IS OFTEN difficult enough when the client was born, resides and owns property in Tarzana. It can be infinitely more difficult if the client was born and/or resides and/or owns property in Tanzania. If the client contemplates relocating, either permanently or temporarily, from Tanzania to Tarzana, there are opportunities to be had, and pitfalls to be avoided—before the client’s tax status changes. This article explores the differences in the ways in which U.S. citizens, U.S. resident aliens (RAs) and non-resident aliens (NRAs) are subject to U.S. income tax and estate tax, and the estate tax planning opportunities for NRAs.

Daily Journal, December 2010

The Emotional Consequences of Asset Protection
This year has been an emotional rollercoaster for our clients. As asset protection attorneys, we represent a great many people facing financial adversity. Our clients often come to us in a very depressed and disturbed state of mind. It is hard not to get emotionally involved in their problems…