Rules of Engagement

In The Curmudgeon's Guide To Practicing Law, author Mark Herrmann points out that You cannot answer a legal question without knowing the context in which it is posed. You must therefore be sure to understand the context of all the work that you are doing.1 Clients use asset protection planning techniques to organize their affairs in the event that an adverse judgment might affect their financial assets.

In The Curmudgeon's Guide To Practicing Law, author Mark Herrmann points out that “You cannot answer a legal question without knowing the context in which it is posed. You must therefore be sure to understand the context of all the work that you are doing.”1

Clients use asset protection planning techniques to organize their affairs in the event that an adverse judgment might affect their financial assets. To assure the effectiveness of this planning, advisors must un

All access premium subscription

Your subscription will include 12 months of Trusts & Estates magazine and access to premium content on WealthManagement.com.

Hide comments

Comments

  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Publish