Only $19.95! |
The
Public Life Of A Private Annuity
Complete Download
Complete 29 page insider's look
at Private Annuities. |
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Only $19.95! |
Private Annuities
& Foreign Tax
Complete Download
Complete 21 page document. |
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Some of these documents are quite long so to facilitate
easier reading we have provided documents in PDF format. Most
new computers have this utility. In the event yours does not,
click on the "Get
Acrobat Reader" logo above.
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Selected Published Articles by F. Bentley Mooney,
Jr.
This section of the site contains articles
written by Mr. Mooney and published in either his client newsletter
or the professional journal indicated. Scan the list of articles
below, then click on the link to go directly to it. You are free
to copy the text of his newsletter articles, or any part of them,
but other publishers may impose restrictions on reproduction of
law journal articles. All articles are in the order published,
starting with the most recent.
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Disposing of Excess Life Insurance |
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The Land Trust for Asset Protection |
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The Public Life of the Private Annuity |
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Trust Protectors |
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The Future of Estate Tax Repeal |
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Returning to Asset Protection
Planning |
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HIPPA
Update |
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The
Financial Fortress Revisited |
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Gift
Without Gift Tax
This article
presents a narrow slice of a broad subject, pointing out a
potentially useful estate and gift tax planning feature. |
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Taxes
and Social Policy
Topic:
Foreign trust taxation. Asset Protection Journal, Winter Edition
2000-2001, Aspen Publishers, 37th Floor, 1185 Avenue of the
Americas, New York, NY 10036 |
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The
New Income Clause
The
need for a unitrust income provision under the Uniform Prudent
Investor Act, FBM Report, Vol. 13, Number 4, December 2000. |
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IRS Stakes Out
A Position on Private Annuities |
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The Mareva Injunction
History and development of court orders
freezing the world-wide assets of a defendant, FBM Report,
Vol. 13, Number 4, December 2000. |
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Estate Planning
for Pets
Some law and
practical considerations in planning for the care of pets,
FBM Report, Vol. 13, Number 4, December 2000. |
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Privacy or Competence?
That Individual or corporate trustee,
FBM Report, is the Question
Vol. 13, Number 1, March 2000. |
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The
Consumer s Guide to Medi-Cal LTC Eligibility |
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Hot
Topic! Private Annuities and Foreign Tax, economic and asset
protection aspects (excerpt pg. 1 & 13)
You can purchase the full text download
for $19.95 in the left column of this page.
Non-Grantor Trusts of the foreign private annuity, Journal
of Asset Protection, March/April 2000, Warren, Gorham & Lamont
(RIA Group), 31 St. James Avenue, Boston, MA 02116. |
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Fraudulent
Transfer Defenses
Unwarranted
reliance on the self-created "impossibility defense,"
Journal of Asset Protection, -November/December 1999, Warren,
Gorham & Lamont (RIA Group), 31 St. James Avenue, Boston,
MA 02116. |
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Special
Report on Safe Driving |
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California
Long Term Care and Assisted Living Facilities Guide |
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The
Alzheimers Legal Survival Guide |
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Trust
Mills |
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SCIN
the Tax Man |
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An
Alternative – However Temporary – to Long Term
Care |
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Alzheimer’s
Victims and their Needs |
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The
Two-Family_Friction |
Forms
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