Lawsuit for $5,000,000 settled (undisclosed but significantly lower)
2004 – man who was a money manager and hired by another man who duped investors out of their retirement would have founds himself associated wit the fund he was managing and found personally liable. He had several properties and a handsome portfolio. With a little planning prior to inclusion in the mess his case was settled several years later for a few pennies on the dollar.
James Burns
James Burns, Esq. is a seasoned attorney specializing in estate planning, asset protection, and tax law. Known for his expertise in Private Placement Life Insurance (PPLI), James helps high-net-worth individuals protect their wealth and achieve tax efficiency, including pre-immigration planning. With over 20 years of legal experience, he offers tailored solutions for estate planning and corporate transactions. James is also a published author and sought-after speaker, recognized for his deep knowledge and strategic approach to wealth preservation.