Asset Protection Planning

Asset Protection Philosophy 101

Asset Protection Philosophy 101 Click here for PDF version by Steven J. Oshins, Esq., AEP (Distinguished) Asset protection has become a necessary part of every estate planner’s practice. As we see case law develop, it seems that every time a Learn more

Valuation Discounts

THE VALUATION OF FAMILY LIMITED PARTENRSHIPS AND OTHER CLOSELY HELD INVESTMENT COMPANIES Click here for PDF version Business Appraiser Role The business appraiser is a member of the estate planning team. He or she works in concert with the family, Learn more