Hillel Presser

Planning for business continuity in every eventuality

Hillel Presser — Thu, 25 Jan 2018 10:40:18 +0000

Watch the webinar ‘Essential Succession Planning for the Savvy Business Owner.’ How would you feel about being a shareholder with your business partner’s spouse? Did your family receive fair value for all of your hard work? Are you giving the...

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Business succession planning: The crucial handoff

Hillel Presser — Tue, 14 Jun 2016 08:30:46 +0000

I would hazard a guess that any seventh grader could easily explain the importance and wisdom of having a plan ready at the time of your death. What is much less well known is how equally important it is to...

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Incapacity Planning – Joint Tenancy

Hillel Presser — Wed, 07 May 2014 10:22:51 +0000

Estate Planning is the managing and passing of your assets through the preparation of documents and re-titling of assets. The process of linking Asset Protection with Estate Planning is called integrated Estate Planning and they work together to form a...

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The Captive Insurance Company: A Look into What’s Covered

Hillel Presser — Mon, 13 Jan 2014 11:00:24 +0000

What is captive insurance? Captive insurance is insurance or reinsurance provided by a company that is formed primarily to cover the assets and risks of another company. Captive insurance is essentially an “in-house” insurance company with a limited purpose and...

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Why the Domestic Asset Protection Trust Fails For Asset Protection

Hillel Presser — Fri, 13 Dec 2013 09:00:57 +0000

The Domestic Asset Protection Trust (“DAPT”) is an irrevocable trust that allows the settler (or creator) of a trust to be a discretionary beneficiary. While this trust has some advantages, it should not be used for Asset Protection as recent litigation...

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Co-Ownership Planning: When You Shouldn’t Co-Title Your Assets

Hillel Presser — Fri, 13 Sep 2013 11:00:02 +0000

One form of protective co-ownership is tenancy-by-the-entirety (TBE). Twenty-five states, at least to some extent, protect assets owned by spouses as TBE against the creditors of only one spouse. Some TBE states limit their protection only to the family residence...

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4 Tips to Minimize the Risk of Small Business Failure

Hillel Presser — Mon, 19 Aug 2013 09:00:31 +0000

Whether you are thinking of opening your own business, in the process of opening your own business, or have a business in place; there are a few things that you should know regarding small business management. Small businesses have many...

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