Maximizing Value with Asset Protection Planning

News & Articles

 

Author:

The Ladder of Success: An Asset Protection Planning Primer

Jeff R. Matsen is an expert in the field of domestic and off-shore asset protection and has recently authored a book on the subject called The Ladder of Success: An Asset Protection Planning Primer.   This book is designed to help you preserve and protect your assets during your lifetime then transfer them in the most tax-saving and efficacious manner to the next generation. The purpose of this book is to provide you with a straightforward and elementary understanding of Asset Protection and how it can be effectively implemented by taking various steps—like rungs on a ladder.

Contributing Author:

book Publications / Articles

We are pleased to announce that Jeffrey R. Matsen is a contributing author of an exciting new book entitled, Estate Planning Strategies Collective Wisdom, Proven Techniques. This publication is a collection of cutting edge strategies from prominent attorneys from across the nation. Mr. Matsen wrote on the topic of Asset Protection Trusts and Limited Liability Companies.

Articles:

A Brief Explanation of Limited Liability Companies

ASSET PROTECTION AND MARITAL PLANNING

PRESERVING, PROTECTING & TRANSFERRING YOUR LEGACY ARTICLE

Did Your Work This Hard So the IRS Could Inherit Your Wealth?

DOMESTIC ASSET PROTECTION TRUSTS

For Whom the Bells Toll: Asset Protection May Be for Everyone

From Tragedy to Big Tax Savings

HOW TO AVOID PROBATE – ALMOST

Is Your LLC’s ‘Operating Agreement’ Sufficiently Worded To Protect Your Personal Assets?

LIMITED LIABILITY COMPANIES (“LLCs”) AND THE CHARGING ORDER

Nevada: On the Cutting Edge With Family LPs and LLCs

Non Probate Transfers

NOW THAT YOU’VE BUILT UP THAT REAL ESTATE EQUITY, IS IT SUFFICIENTLY PROTECTED?

Preserving, Protecting & Transferring Your Legacy;

Protect Your Business

Putting Personal Residences into an FLP or FLLC: A No-No

The Advantages Of Forming An LLC

The Nevada Asset Protection Trust

THE REAL COST OF PROBATE

THE USE OF FAMILY LIMITED PARTNERSHIPS AND LLCS IN ESTATE PLANNING

THE USE OF LIMITED PARTNERSHIPS (“LPs) AND LIMITED LIABILITY COMPANIES (“LLCs”) IN ASSET PROTECTION PLANNING

Types of LLCs and Steps to LLC Formation

WHAT EVERY BUSINESS OWNER, PROFESSIONAL AND REAL ESTATE INVESTOR NEEDS TO KNOW ABOUT ASSET PROTECTION PAMPHLET

Why ‘People In the Know’ Choose Nevada For Their LLC

WHAT EVERY DOCTOR AND DENTIST NEEDS TO KNOW ABOUT ASSET PROTECTION PAMPHLET

ASSET PROTECTION PLANNING:WHY GO OFFSHORE ARTICLE

AN OUNCE OF PREVENTION (AND PROPER PLANNING) CAN OFFSET A POUND OR MORE OF LIABILITY

Asset Protection Planning

Basic Contracts Your Business Needs To Consider

Bullet Proofing Your Corporation

FDIC Insurance for Corporate Accounts

How To Avoid VEIL (Liability Shield) Piercing of Limited Liability Companies (“LLCS”)

Making Sure Your California Limited Liability Company Is In Proper Compliance

Why Use Family Limited Liability Companies?

Choices, Checklists & Considerations: A Guide To Everything Your Family Needs To Know To Put Your Affairs In Order

The First Seven Steps To Take After The Loss Of A Loved One

What Determines the Value of My Company?

Co-Author:

  • “Selecting and Forming Business Entities in California,” Lorman Education Services, March 1999
  • “Partnerships, LLCS and LLPS: Organization and Operation,” Lorman Education Services, July, 1999.
  • “Understanding Family Limited Partnerships,” December, 2004,
  • “Asset Protection Planning and Techniques,” December 2003 and March 2005,
  • “Limited Liability Companies in California,” May 2004 and March 2005, all published by National Business Institute.
  • Asset Protection Planning (National Business Institute, June 2006);
  • Asset Protection Planning: Bullet Proofing Techniques for California Attorneys (National Business Institute, September 2006);
  • Advanced Estate Planning and Asset Protection Techniques (National Business Institute, January 2007);
  • An Attorneys Guide to Asset Protection (National Business Institute, March 2007);
  • Family Limited Partnerships in Estate Planning and Asset Protection (National Business Institute, March 2007);
  • Domestic Asset Protection Planning Advanced Course Study (California Continuing Education of the Bar, April 2007);
  • International Trust and Business Entities for Lawyering in International Markets (Center for International Legal Studies, April 2007);
  • Limited Liability Companies (National Business Institute, June 2007);
  • Essential Skills for Drafting LLC Agreements (National Business Institute, September 2007);
  • An Attorneys Guide to Asset Protection (National Business Institute, October 2007);
  • Advanced LLC Issues (National Business Institute, December 2007);
  • LLC Trends and Developments (National Business Institute, January 2008).