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What is a very good asset protection book ????

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What is a very good asset protection book ????

Postby Rocket, CFP(R) » Sat Sep 26, 2009 9:32 am

What is a very good asset protection book ????
Rocket, CFP(R)
 
Joined: Thu Nov 13, 2008 10:30 am

Re: What is a very good asset protection book ????

Postby Bob H » Sat Sep 26, 2009 10:24 am

Asset Protection by Jay Atkinson and Chris Riser.

I think Jay used to post here.
Bob H
 
Joined: Thu Nov 13, 2008 10:30 am

Re: What is a very good asset protection book ????

Postby the observer » Sat Sep 26, 2009 7:54 pm

One of the country's best is "Asset Protection" a two volume set authored by Peter Spero. It's published through Warren Gorham Lamont and distributed by the RIA Group of companies.

That said, do not engage in any kind of asset protection work without first hiring competent counsel, it's highly specialized, fraught with danger and often attracts a consumer that is by nature litigious.
the observer
 
Joined: Thu Nov 13, 2008 10:30 am

Re: What is a very good asset protection book ????

Postby Rocket, CFP(R) » Sun Sep 27, 2009 9:29 am

the observer wrote:One of the country's best is "Asset Protection" a two volume set authored by Peter Spero. It's published through Warren Gorham Lamont and distributed by the RIA Group of companies.


If it is 2 volumes, its too big for me. I don't want to know that much.

I read "Asset Protection for Physicians and High-Risk Business Owners" by Robert Mintz. I though it was good.
Rocket, CFP(R)
 
Joined: Thu Nov 13, 2008 10:30 am

Re: What is a very good asset protection book ????

Postby Lucullus » Sun Sep 27, 2009 10:33 am

I have both Spero's 2-volume treatise and Adkisson & Riser's "Asset Protection". I recommend the former to attorneys who are actively engaged in asset protection work (or to non-attorneys who, like me, are so warped that they actually find this stuff to be "fun") and the latter to any advisor who ever, at any time, addresses the issues of "asset protection".

John Olsen
Lucullus
 
Joined: Thu Nov 13, 2008 10:30 am

Re: What is a very good asset protection book ?

Postby Rocket, CFP(R) » Thu Oct 01, 2009 8:21 am

John L. Olsen, CLU,ChFC, AEP wrote:I have both Spero's 2-volume treatise and Adkisson & Riser's "Asset Protection".
John Olsen



I ordered both books.


Related topic: I spoke to a couple of local estate planning attorneys, and they said that there are very few people who use advanced estate planning techniques. They said people do not like techniques which alienate their assets. Credit Shelter Trust (A-B trust) is about as exotic as they get.
Rocket, CFP(R)
 
Joined: Thu Nov 13, 2008 10:30 am




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