A buddy of mine contacted me in a panic the other day. The top tier law firm he and his wife had engaged to assist with a large U.S. real estate acquisition dropped them in the middle of the transaction! WTF? Oh, as it turns out, they also failed to properly advise them on the […]

When it comes to managing a trust, one of the biggest decisions you will have to make is choosing a trustee. Two popular options for this are using a private trust company or a professional trust company. Each option has its own advantages and disadvantages, and it’s important to consider your own needs and preferences […]

People decide to setup business entities for a variety of reasons. Some are starting or expanding a business. Some are purchasing rental properties. Others want to hold investment assets through them. The reasons are limitless. And no wonder people setup business entities, they can off many benefits, including: Business Entity Advantages Reaping these rewards, however, […]

With the US being a ‘common law jurisdiction’, it’s no wonder many Americans may be confused about foundations (and no, we’re not talking about *charitable* foundations like the Bill and Melinda Gates Foundation). This is because foundations are a concept derived from a ‘civil law jurisdiction’.

A buddy of mine contacted me in a panic the other day. The top tier law firm he and his wife had engaged to assist with a large U.S. real estate acquisition dropped them in the middle of the transaction! WTF? Oh, as it turns out, they also failed to properly advise them on the […]