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Estate Plan

What to Look for in an Estate Planning Attorney

You probably realize that you need estate planning of some kind, whether it’s a simple document naming someone…
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Underestimating the Risk of Disability – The Importance of Being Prepared

No one likes to think about the possibility of their own disability or the disability of a loved…
Illustration of a man in a suit sitting at a desk with a sign that reads "Non-US Citizens" and a blank yellow speech bubble. The image is titled "Non-US Citizen Planning.

What Every Estate Planner Should Know About Planning for Non-US Citizens

Pablo and Lena Rodriguez are wealthy South Americans who have three children, ages 18, 17, and 15, who…
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What is an LLC and What are the Advantages?

The Limited Liability Company (LLC) is a flexible form of entity that is designed to provide the protective…
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Offshore Asset Protection Trusts

We set up and structure Offshore Asset Protection Plans utilizing and Offshore Asset Protection Trusts. We normally prefer…
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Doing Business Offshore

Many business owners and investors either have opportunities or are interested in developing opportunities by doing business offshore.…
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Offshore Corporations

Jeffrey R. Matsen is active in business formation, integration and leveraging offshore business entities with new or existing…
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Tips For Asset Protection

As the economy rises and falls, high net-worth individuals are at greater risk of losing what they have…
A judge in a black robe is about to strike a wooden gavel on a sounding block, with a document visible on the desk in front of them.

Recent Developments in Estate and Tax Planning . . . and What to Expect in 2015*

2014 was a relatively quiet year by historical standards, but there were nonetheless some major cases and pronouncements…
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The ABLE Act: A New Tool for the Special Needs Community

Late in 2014, the ABLE (“Achieving a Better Life Experience”) Act was signed into law. The law is…