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Articles
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“Wealth Preservation Foundation: Your Manual For
Tax, Estate and Asset Protection Planning:”
A step by step guide
through the planning process, in non-technical language, with discussion and analysis of
techniques, structures, strategies, and recommendations for Tax, Estate, and
Asset Protection Planning, with sample forms, checklists, and practice tips, 3
Volumes. volume1
volume2 volume3
Copyright 2004 Oxford Law
Publishing – All rights reserved
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“Irrevocable Nongrantor
Trust: Sale of Highly Appreciated Real or Personal Property
for a Private Annuity, Rules and Recommendations:”
Irrevocable Nongrantor Trust in exchange for a
Single Premium Deferred Private Annuity Contract, for purposes of Income Tax
Deferral, Estate Tax Avoidance, and Asset Protection.” Presentation at
Optionetics Conference: “Winning Tax and Asset Protection Strategies for Stock
Traders,” in San Francisco, California, and in Dallas, Texas (2003).
Copyright 2004 Oxford Law Publishing – All rights reserved
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Intentional Defective Irrevocable Trust: Sale of
Principal Residence for a Private Annuity, Rules and Recommendations:”
Sale of the taxpayer’s highly appreciated principal residence to
an Intentionally Defective Irrevocable Grantor Trust, in exchange for a Single
Premium Deferred Private Annuity Contract, for purposes of Income Tax Deferral,
Estate Tax Avoidance, and Asset Protection. Presentation at Optionetics Conference: “Winning Tax and
Asset Protection Strategies for Stock Traders,” San Francisco, California,
and Dallas, Texas (2003).
Copyright 2004 Oxford Law Publishing – All rights reserved
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Special
Federal Income Tax Rules For a Home Based Business (“Home Office”) Rules and
Recommendations:
Presentation at Optionetics Conference: “Winning Tax and
Asset Protection Strategies for Stock Traders,” in San Francisco, California,
and in Dallas, Texas (2002).
Copyright 2004 Oxford Law Publishing – All rights reserved
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Gift of a Personal Residence to a Qualified Personal Residence
Trust (“QPRT”) For Estate Tax
Planning:”
Benefit to the Owner’s Children for a Term of
Years.
Copyright 2004 Oxford Law Publishing – All rights reserved
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Installment
Sale of a Personal Residence to an Irrevocable Nongrantor Trust Estate Tax
Planning:
Benefit to the Owner’s Children.
Copyright 2004 Oxford Law Publishing – All
rights reserved
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Going
Public in a Reverse Merger into a Public Shell Corporation in a Bear
Market Rules and Recommendations:
Presentation
at Legal Advantage Conference for Business Entrepreneurs in Bermuda (2001).
Copyright 2004 Oxford Law
Publishing – All rights reserved
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Civil Tax Penalties: Rules
and Recommendations:
5
Pepperdine Law Review 465 (1978)
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