Martin Shenkman’s Podcast: We Discuss the Increased Popularity of Tennessee Trust Law in Estate Planning

I was recently on Martin Shenkman’s Estate Planning Podcast to talk about the advantages of using Tennessee as a situs for Tax, Estate and Asset Protection Planning. We were able to spend a few moments on Tennessee’s

April 9, 2021 • Blog, Finance & Economics, Financial Essentials, In The Media, Politics & Policy, Recent Press & Events, Recent Press & Events, Worth Reading and Watching • Views: 1154

EP.81 INTEREST RATE VOLATILITY and INFLATION RISK with IVOL’S NANCY DAVIS

This was an opportunity to speak with an amazingly accomplished portfolio manager and entrepreneur. Right now, the specter of interest rate volatility, market volatility and inflation risk have investors’ full attention.

April 9, 2021 • Blog, Entrepreneurs, Finance & Economics, Financial Essentials, Podcasts • Views: 1660

EP.66 BITCOIN, ESTATE PLANNING and TRUSTEE RESPONSIBILITY with MATTHEW McCLINTOCK

Trustee Issues with Crypto-Currency (with Matthew McClintock) Family offices, trust companies and opportunistic individuals are dealing with a new and exciting asset class: cryptocurrencies. New Bitcoin multi-millionaires are

October 2, 2020 • Blog, Current Market Data, Entrepreneurs, Finance & Economics, Financial Essentials, Guest Opinions, People Who Actually Know What They're Talking About, Podcasts, Psychology, Science & Technology, Worth Reading and Watching • Views: 3646

Ep.60 FIDUCIARY LIABILITY with JUDY PEARSON

Judy Pearson is the Founder and CEO of Nomadx. Nomadx helps fiduciaries, officers, directors, trust companies and law firms identify the risks in their practices and insure them against liability. She has over 37 years of

July 14, 2020 • Blog, Current Market Data, Entrepreneurs, Finance & Economics, Podcasts, Psychology • Views: 1666

Ep.58 – ASSET PROTECTION 101 with IKE DEVJI

As businesses and business owners struggle the impact of COVID-19 on operations going forward, I thought it would be useful to revisit the issue of asset protection for wealthy families. Liability is around every corner and the

June 23, 2020 • Blog, Entrepreneurs, Finance & Economics, Guest Opinions, Podcasts, Worth Reading and Watching • Views: 2211

asset protection
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