List of Published Articles

PEST CONTROL – A RISKY BUSINESS: WHAT YOU NEED TO DO TO PROTECT YOURSELF (January 19, 2021)

FINANCING / SERVICING THE TRIBAL LENDING ENTERPRISE: WHAT YOU NEED TO DO TO PROTECT YOURSELF (May 14, 2020)

https://thebusinessoflending.com/the-blog/ May 14 2020

VOWS OF FINANCIAL SECURITY FOR WOMEN THINKING ABOUT DIVORCE
ExpertBeacon.com, July 2015

ETHICAL CONSIDERATIONS IN ASSET PROTECTION PLANNING
Wealth Management Trusts & Estates, September 2014

PLANNING TO SELL YOUR BUSINESS: MAKE SURE YOUR ASSETS ARE PROTECTED
Miami Herald, August 2014

WHY OFFSHORE ASSET PROTECTION IS SUPERIOR TO DOMESTIC
Private Wealth Management, July 2014

A REVIEW AND CRITIQUE OF THE ASSET PROTECTION ASPECTS OF THE 2013 OHIO LEGACY TRUST ACT
Tax Management, Inc., Estates, Gifts and Trusts Journal, July 2013

ASSET PROTECTION – GOING OFFSHORE MAY YIELD THE BEST RESULTS
Florida CPA Today Vol. 21, No. 3 May/June 2005

FOR FLORIDA PHYSICIANS – WHAT YOU CAN DO ABOUT AMENDMENT 8
Florida Medical Business Vol. 18/No. 24 (Dec. 21, 2004 – Jan 10, 2005)

ALASKA TAKES A LEAP AHEAD OF OTHER STATES, BUT IT’S STILL A STATE
(Tax Management, Inc., Estates, Gifts and Trusts Journal, March – April, 2004)

UTAH 2003 ASSET PROTECTION TRUST LAW
(Tax Management, Inc., Estates, Gifts and Trusts Journal, July – August, 2003)

ASSET PROTECTION AND CONTROL: YOU CAN HAVE BOTH (PDF)
Florida Medical Business Vol. 16/No. 12 (June 24 – July 7, 2003)

SHELTERING YOUR RETIREMENT ASSETS FROM CREDITORS (PDF)
Physicians Financial News (March 15, 2003)

OFFSHORE TRUSTS SAFEST WAY TO PROTECT FIXED ASSETS (PDF)
Florida Medical Business, Vol. 16/No. 3 (February 4 – 17, 2003)

WEIGHING IN ON APTS (PDF)
Offshore Finance U.S.A., Winter 2003

TRUSTS – A ‘LIMITED’ COMBINATION
(Private Wealth Advisor, June 2001, Campden Publishing Limited)

SAVING ESTATE TAXES IN THE US THROUGH OFFSHORE TRUSTS
(Private Wealth Advisor, November 2000, Campden Publishing Limited)

PROTECTING US CLIENT ASSETS WITH OFFSHORE ANNUITIES AND TRUSTS
(Private Wealth Advisor, April 2000, Campden Publishing Limited)

AN OVERVIEW OF OFFSHORE ANNUITIES IN WEALTH PRESERVATION PLANNING
(JOURNAL OF ASSET PROTECTION, NOVEMBER/DECEMBER, 1999, Warren, Gorham & Lamont, Inc.

DOMESTIC ASSET PROTECTION TRUSTS: DO THEY WORK?
(Tax Management, Inc.Estates, Gifts and Trusts Journal, SEPTEMBER-OCTOBER, 1998)

INTERNAL REVENUE SERVICE TARGETS ABUSIVE TRUST ARRANGEMENTS
(JOURNAL OF ASSET PROTECTION, JULY/AUGUST 1997, Warren, Gorham & Lamont, Inc.)

POORHOUSE PREVENTION
(Women’s Business Journal, January, 1997)

MARRIED COUPLES FACE MAJOR SETBACK IN SHIELDING ASSETS FROM CREDITORS
(South Florida Business Journal, December 13, 1996)

OFFSHORE TRUSTS CAN CREATE LEGAL OBSTACLE COURSE FOR CLAIMANTS
(Medical Business, JUNE, 1996)

THE HOW’S AND WHY’S OF OFFSHORE TRUSTS IN ASSET PROTECTION PLANNING
(Estates, Gifts and Trusts Journal, MAY, 1996, Tax Management, Inc.)

USES AND ABUSES OF OFFSHORE TRUSTS
(JOURNAL OF ASSET PROTECTION, SEPTEMBER/OCTOBER 1995, Warren, Gorham & Lamont, Inc.)

ASSET PROTECTION PLANNING: PHYSICIAN: DON’T HEAL THYSELF!
(Health Manager News, 1995)

ETHICAL CONSIDERATIONS IN ASSET PROTECTION PLANNING
(Estates, Gifts and Trusts Journal, MAY, 1993, Tax Management, Inc.)

ASSET PROTECTION AND RETENTION OF CONTROL — IS PEACEFUL CO-EXISTENCE POSSIBLE?
(University of Miami Business Law Journal, Fall 1992)

FOREIGN IRREVOCABLE LIFE INSURANCE TRUSTS CAN SAVE ESTATE AND INCOME TAX
(Journal Of Taxation Of Investments, Autumn 1992, Warren, Gorham & Lamont, Inc.)