Anti-Duress Provision

Typical Duress Clause example 1. Freedom from Outside Interference The Settlor directs that this Settlement be administered consistent with its terms, free of judicial intervention and without order, approval, or other action of any court. To the extent, any Person is granted the power hereunder to compel any act on the part of the Trustee, […]

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What is a Spendthrift Clause or Spendthrift Provision?

Rob Explains what is a spendthrift clauses or spendthrift provision does and how to implement it in a trust. Watch the Video and find examples of spendthrift clauses as you continued reading. Today we’re talking about spendthrift clauses. They’re found in almost every trust ever done in the United States and in the English speaking […]

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Cuba Clause & Definition of Event of Duress

 Typical Cuba ClauseThis is an example of your typical Cuba Clause & Definition of Event of Duress in a asset protection trust.Change of Trustee and Situs of Administration (a) Notwithstanding any other provision contained in this Settlement, the Trustee, upon the happening of an Event of Duress in the jurisdiction where any Trustee or part […]

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Single Member LLC

Today, I’m going to be talking briefly about offshore Single Member LLCs. What are they used for? How do you form them? What does an agreement look like? I’m going to keep it simple and straightforward right now. What are single member LLC’s? Offshore single member LLCs have normally disregarded entities. You need to be […]

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Overview of Typical Family Limited Partnership

What is a Family Limited Partnership (FLP)? Today, I’m going to take on family limited partnerships. I’m going to give you an introduction in five minutes or less. You won’t learn anything too important, but you should watch this first. I wanted to let you know that the methodology is -I’m going to give you […]

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Protecting Intellectual Property

What do I mean by Intellectual Property? topics covered in video Offshore is ALMOST always best Typical Structure Getting your IP Offshore and Taxation 367 482 CFC’s – non-CFC’s and Insurance Companies FDAP/ECI Treaties When do I mean by intellectual property? That is debated. I am talking about things like software or something special that […]

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8 Biggest 401k mistakes and how to avoid them

401k Mistakes – Video Transcript We’re going to talk to you today about the 401(k) and the eight biggest mistakes that you’ll bump into with respect to that 401(k). We want to identify those for you because when the mistakes are made, oftentimes they are irrevocably done so and it can’t be fixed. Other times […]

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8 Biggest 401k Mistakes Part II

Video Transcript You’re watching Module II of the eight biggest 401(k) mistakes. Similar to Module I- we’re going to do this with a PowerPoint presentation and my voiceover on that presentation. So, we’re going to get started here with mistakes number five. Thanks for coming and I look forward to sharing this information with you. […]

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