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Attorney Jeffrey P. Coleman lists some of the benefits of creating a trust in an estate plan. Video Transcript: The benefits of the trust can often depend on the terms of the trust. It’s important that any trust be crafted and customized to your particular concerns. Among the benefits ...
We are currently considering cases involving investors whose investments were managed by investment advisor Shaun P. Golden out of New York. According to publicly-available information, Shaun P. Golden has been permanently barred from associating with any brokerage firm in any capacity. His record also reflects that he was terminated from ...
Attorney Jeffrey P. Coleman explains what a trust is and lists some examples of the different types of trusts that exist. Video Transcript: Trusts are another way of holding assets or moving assets from point A to point B. A trust can be created under the terms of your ...
Attorney Jeffrey P. Coleman explains alternatives to using a trust when trying to protect your assets. https://www.youtube.com/watch?v=XSqxRMlX3fwVideo Transcript: There are other ways to protect your assets other than using a trust. These need to be carefully considered so that you can maintain not only the asset protection, but the control ...
Attorney Jeffrey P. Coleman describes some professionals who may also assist you in customizing a successful asset protection plan. Video Transcript: There are a number of different ways that you can be tripped up in preparing an asset protection plan. You need to work with a team, that ...
Attorney Jeffrey P. Coleman explains some different methods for creating an asset protection plan, and whether that requires planning for all types of assets. Video Transcript: It is not necessary that you apply asset protection to all assets but understand that that which you do not plan for in advance, ...
Attorney Jeffrey P. Coleman details a few risks associated with asset protection plans when they are not properly composed. Video Transcript: There are some risks associated in asset protection plans. If they are not properly constructed: you could lose control of your assets. If they are not properly constructed: ...
Attorney Jeffrey P. Coleman answers whether or not an asset protection plan should be engaged when facing potential lawsuits. Video Transcript: An asset protection plan is critical if you expect exposure to lawsuits. You could certainly purchase (at sometimes considerable expense) a liability insurance policy, but let’s say that you ...
Attorney Jeffrey P. Coleman explains various methods on how to locate attorneys in your area who can assist you with your asset protection plan. Video Transcript: The best way for you to find a highly qualified attorney to assist you in asset protection is to contact a respected and trusted ...
