Aliant is excited to announce that Jacob Stein, Esq., Global Chair of the Private Client Practice, has published a significant article in both Bloomberg Tax and the Daily Journal on California’s new retirement plan protections law set to take effect in January 2025....
This article uses two case studies based on actual client situations to illustrate how irrevocable trusts are excellent structures not only for long-term estate planning but also for protecting assets from potential judgment creditors. First, the article describes...
What happens if we put the English type trust concept into a civil law jurisdiction? We have witnessed different examples in the Central European countries, like the Czech Republic, Romania, and Hungary. Hungary has recently amended and changed some of its trust...
In early March 2020, my long-term client, Pei-Pei, called me with a concern about a bank loan she had personally guaranteed. Pei-Pei owns a successful and fast growing staffing company. Two years ago, she borrowed $3 million from her business bank to grow the...
During the holidays, we tend to focus more on our families and family obligations—our tendency is too often focused on fun and feel-good things and topics. Rarely do we consider doing something that is so truly important for our families – implementing a proper estate...
