Steve Oshins & Bob Keebler on Berlinger v. Casselberry: Discretionary Trusts Available to Alimony Creditor Steve Leimberg’s Asset Protection Planning Newsletter

Thanks to generosity of Leimberg Information Services, we are pleased to provide to you a recently published article on LISI, where nationally renowned estate and asset protection attorney, Steve Oshins, and CPA, Bob Keebler, report on a new Florida case determining whether an alimony creditor can access distributions from Florida discretionary trusts. “The uniqueness of this case is that writs of garnishment were applied to discretionary trusts. This violates the general rule that discretionary trusts are protected from all classes of creditors and support trusts (which must rely on their spendthrift provision for protection) are protected from all creditors except…

Leimberg Information Services: 60-Second Planner on Fifth Circuit Affirms Chilton on Inherited IRAs

Reproduced with Permission by and Courtesy of Leimberg Information Services, Inc. (LISI). For information about how to subscribe to LISI, click here. Nationally renowned CPA, Robert S. Keebler, recently produced an audio recording for Leimberg Information Services on the court ruling in the Chilton case pertaining to Inherited IRAs. CLICK HERE TO LISTEN TO THE LEIMBERG 60-SECOND PLANNER RECORDING Special thanks to Robert S. Keebler and Stephan Leimberg for sharing this valuable information! Additionally, Robert Keebler is gearing up for his upcoming Learn it Live 2-day IRA seminar in Green Bay, Wisconsin on May 14-15, 2012 and just announced a…