An attorney by the name of Robert Huckaby and his partner Joyce Tritsch in 2005 acquired in joint tenancy a parcel of real estate in South Lake Tahoe. Six years after that, in 2011, Huckaby and ...
In United States v. Huckaby (No. 2:23-cv-00587, March 2, 2026), the California District Court considered the question of whether the Internal Revenue Service could reach real property held in a trust ...
• Self-settled asset protection trust can’t shield real property in other states—In United States v. Huckaby (No. 2:23-cv-00587, March 2, 2026), the California District Court considered the question ...
Trusts often play a valuable role in estate planning, especially if y ou want to leave a financial legacy behind for your loved ones. One specific type of trust, an asset protection trust, helps ...
This trust safeguards your life savings from high long-term care costs while maintaining your eligibility for government ...
Consider that most estate plans include some level of asset protection by their nature, even when a client may not specifically be focused on asset protection planning strategies. Recognize that a ...