Durfee Law Group Cryonic Suspension Trust: The Ultimate Estate Freeze Old Idea, New Expression Like many other cultures, the ancient Egyptians buried treasures with their dead in part so that when the dead revived, they would have the use and enjoyment of theirworldly g...
Durfee Law Group Trust Protector - Defender of Trusts A Trust Protector is a party other than a Trustee or a Beneficiary who has certain powers regarding the Trust and its administration. These powers may be very broad or narrow as determined by the Trus... Coordination
Durfee Law Group Tax Free IRA For years, I have been telling people a little known secret of IRA's. There is a way you can pass the benefit of your IRA to your heirs tax free. Recently Bob Carlson in his newsletter recently discus...
Durfee Law Group Preventing Litigation Preventing Litigation Protecting assets requires us to assess what we are trying to protect the assets from. Some risks are greater than others, both in their likelihood and in their capacity for dama...
'Rick Durfee DO YOU REALLY HAVE A FAMILY OFFICE? Have you heard of The Family Office? If so, chances are you have heard of The Family Bank and The Irrevocable Dynasty Trust too. You may even have a plan that includes these. If you do have them, do y...
Durfee Law Group High Net Worth Estate and Tax Planning: Understanding High Net Worth Estate Planning Estate and tax planning are essential for high net worth individuals (HNWIs) aiming to preserve wealth, minimize tax liabilities, and secure a lasting lega...
'Toby Tigges the MLB’s San Diego Padres is in Probate Court What’s Happening? Peter Seidler owned Major League Baseball’s San Diego Padres through his Trust. Peter passed away at the end of 2023, and his nominated Successor Trustees have taken control of the t... Asset Protection Pop Culture Probate & Estate Administration
Durfee Law Group Luxury Planning Luxury Tax Planning Strategies for High-Net-Worth Individuals Luxury tax planning is a sophisticated strategy used by high-net-worth individuals (HNWIs) to legally minimize taxes on luxury assets, pre... Asset Protection Business Planning Charitable Planning Tax Basics Tax Planning
Durfee Law Group Wealth Transfer Strategies Financial advisors should have a working knowledge of estate planning to know when their clients should be talking to a law firm to get their estate plan set up. Estate planning is a critical componen... Business Planning Estate Planning Professionals Tax Basics Tax Planning
'Rick Durfee Sustainable Legal Solutions Something is "sustainable" if it can be used repeatedly without depleting. This implies renewability and regeneration, not just inexhaustibility. Many legal solutions, however, are inherently unsustai...
'Rick Durfee Throw-Away Trusts Sustainability, often discussed in environmental contexts, refers to something that can operate indefinitely without depleting resources. Sustainable systems are renewable, unlike finite resources tha...
'Rick Durfee Beyond the Trust At Durfee Law Group, we’ve learned that “preventive law” or “proactive law” trumps “reactive law.” Most people consult lawyers only after trouble arises, rather than preventing it. This benefits attor...
