Wealth Management Law

This typically refers to moving assets (cash, investments, property, trusts, or business entities) to foreign jurisdictions with favorable laws — usually places like the Cook Islands, Nevis, Belize, or Switzerland — to reduce exposure to lawsuits, creditors, or political instability at home.

The California Franchise Tax Board has recently finalized new regulations regarding asset management services provided to persons domiciled in California by an asset manager, even if the asset manager has no presence in California.

Long-term care (LTC) planning isn't just about affording care — it's about protecting your wealth, preserving your liquidity, and maintaining control over your financial strategy.