Entities Must Now Report Specified Foreign Assets on Form 8938

By |Categories: Articles, News|

Recently created rules outlining IRS reporting requirements for entities with foreign asset holdings or transactions are in effect this tax season – and failing to follow the new rules can result in significant penalties.

The rules will require covered domestic corporations, partnerships and trusts – which[…]

Empowering Your Asset Protection Journey

Legal Resources

Toni 1 Trust v. Wacker (2018)

By |Categories: Case Summaries, Legal Resources|


Is a Domestic Asset Protection Trust (DAPT) set up in Alaska effective regarding a Montana fraudulent transfer action?


Donald Tagwell sued the Wackers in Montana state court in 2007.  The Wackers counter-sued Mr. Tagwell as well as several other related parties, including his[…]

Market Your Practice

Marketing Resources

Tune into Expert Insights

Asset Protection Podcast


COVID-19 Proof Your Retirement Assets Using a Private Retirement Trust

By |Categories: Articles|

We are all truly facing unprecedented times. The COVID-19 pandemic has impartially and almost instantly impacted our lives globally, socially and economically in ways never before seen in this great Country’s history. Financial experts opine that the U.S. economy may shrink by fifteen percent (15%) in the three months to June and the national unemployment rate may jump from 3.9% to 6%. According to recession forecasters, a significant jump in the unemployment rate signals an imminent recession.

Go to Top