By: Jim Dossey, MS, MBA, JD Bypass trusts, also known as credit-shelter trusts, have long been the method of choice for avoiding estate tax. In the last few years, however, the estate tax rules have changed significantly. In 2010, Congress tied the unified credit amount (aka ...
Powerful Combo: Family Limited Partnerships & Intentionally Defective Grantor Trusts
By: Jim Dossey, MS, MBA, JD For our clients with significant means (> $5MM net worth for individuals, > $10MM net worth for marrieds), family limited ...
By: Jim Dossey, MS, MBA, JD, Patent Attorney The list below details some of the legal decisions and documents required to start a business, including ...
Estate Planning Involving Kids From a Prior Relationship
By: Jim Dossey, MS, MBA, JD, Patent Attorney Families with children from prior relationships are some of the most difficult estate planning scenarios ...
By: Jim Dossey, MS, MBA, JD, Patent Attorney In Texas, Buc-ee's is well-known for its giant gas stations and oversized convenience stores. Awarded in ...
By: Jim Dossey, MS, MBA, JD, Registered Patent Attorney You have just launched your new website. It looks great and you are very proud of it, but you ...
By: Jim Dossey, MS, MBA, JD, Registered Patent Attorney Trademarks serve two purposes – first, they protect customers from being confused or deceived ...
Thinking of Expatriating? Consider Estate and Tax Planning Consequences First...
By: Jim Dossey, MS, MBA, JD According to a front page story in the Wall Street Journal on Tuesday, June 17 th , record numbers of Americans are giving ...