Forbes contributors publish independent expert analyses and insights. I write about charitable giving and estate planning ideas. A Delaware court (by the Magistrate in Chancery) recently upheld the ...

Revocable trusts can go by other names like living trusts, inter vivos trusts or even “loving” trusts, but their purpose is the same: to address the problems that traditional last wills and testaments ...

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 ...

In balancing the asset protection tradeoffs in using trusts and LLCs, if a trust maker retains more powers and controls over a trust or LLC, the trust maker might be afforded less asset protection. So ...

Almost 20 U.S. states now permit a person to set up an irrevocable trust that names themself as beneficiary even while the trust maker is alive, a type of irrevocable trust known as a domestic asset ...

For celebrities and other public-facing individuals, public property ownership creates risks beyond civil liability. Property ...

Donlevy-Rosen & Rosen, P.A., a Coral Gables-based law firm recognized for its leadership in asset protection planning, has ...

For more than four decades, Howard Rosen has been a trusted authority in asset protection and taxation, combining his ...

Editor’s note: This is part 16 — and the final article — of a series about the fundamental principles of using trusts and LLCs in estate planning, asset protection and tax planning. The effectiveness ...