As a financial advisor, you will have clients who are doctors, lawyers, accountants, or real estate agents. There are the top four professions that attract lawsuits when they make costly mistakes. If ...

With more investors diversifying their investment portfolios, cryptocurrencies and other kinds of digital assets (i.e., non-fungible tokens “NFTs”) have become a more popular option in recent years.

Please provide your email address to receive an email when new articles are posted on . Physicians are constantly at risk for legal exposure. Exempt assets are, to varying extents, absolved from ...

Physicians face a myriad of financial and legal risks not seen in many other professions, including malpractice lawsuits and personal liability. At the same time, while doctors are among the most ...

While many Americans might not be familiar with international cross-border planning, they might be familiar with the term “offshore banking,” which usually attracts connotations of something out of a ...

Please provide your email address to receive an email when new articles are posted on . Among the various types of liability that physicians may face, including employee claims, HIPAA violations, ...

In 2009, New Hampshire joined what was then a small group of states that statutorily permitted the creation of a domestic asset protection trust (“DAPT”). Although today, 20 states in the U.S. allow ...

A common concern of estate planning and business planning clients is protecting their assets from a future creditor claim. These claims can arise in the operation of a business, the provision of ...

Limited ("Metis CI"), a global leader in asset protection and trust services, hosted a gala dinner on 12 May (local time) in ...

This article was written by Kate Lee, Global Head of Regulatory Enterprise Data, Buket Theobald, Regulatory Data Product Manager & Thomas Labbe, Global Regulatory Product Manager at Bloomberg. The ...

Consider that most estate plans include some level of asset protection by their nature, even when a client may not specifically be focused on asset protection planning strategies. Recognize that a ...