Elder Fraud on the Rise – North Carolinians No Exception

Posted on: June 28th, 2012
It’s an unfortunate reality that, as people get older, they find themselves at a heightened risk of becoming victims of elder abuse. Recent studies have shown that elder abuse is an increasingly prevalent phenomenon. ...

NC POA Case Shows it’s Better to Plan in Advance

Posted on: April 17th, 2012
A recent North Carolina Court of Appeals decision affirmed the Superior Court verdict that an agent under a power of attorney did not breach his fiduciary duty to his aunt, Doris King or unjustly enrich himself at her expense....

2011 NC Senior Fraud Booklet

Posted on: November 15th, 2011
The 2011 Consumer Scams and Fraud booklet issued by the North Carolina Attorney General is now available. It is geared to increase awareness of and prevent fraud against seniors. ...

AK Bankruptcy Court Avoids Transfer to AK DAPT

Posted on: October 19th, 2011
In the May 26, 2011 Alaska Bankruptcy Court decision of In re Mortensen, the court avoided a transfer of real property of the debtor to an Alaska Domestic Asset Protection Trust (DAPT). The judge held that under Section 548(3) of the Bankruptcy Code, any transfer to a DAPT for less than full and adequate consideration is,...

How to Avoid Investment Fraud

Posted on: June 24th, 2011
As an estate planning attorney and Certified Financial Planner, much of what I do is help people protect and grow their assets. Unfortunately, there are those who seek to do the opposite – con artists who try to take others’ hard earned money by committing investment fraud. ...

IRS Offers 2nd Voluntary Disclosure Initiative for Offshore Assets

Posted on: February 8th, 2011
Today the IRS announced a new special voluntary disclosure initiative designed to bring offshore money back into the U.S. tax system and help people with undisclosed income from hidden offshore accounts get current with their taxes. The initiative is available through Aug. 31, 2011....
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