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Don't Be the Next Victim
in the "Lawsuit Lottery"
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Tuesday, July 1, 2008 - Vol. 10, No. 156

Today's comment is by Mark Nestmann, Wealth Preservation and Tax Consultant for The Sovereign Society and President of The Nestmann Group.

A friend of mine happens to be a very successful trial lawyer. He assures me that he's never filed a frivolous lawsuit. Even if that's true, many of his colleagues aren't nearly as judicious in the legal claims they file.

One study estimates that 50,000 new lawsuits are filed every day in U.S. state and federal courts. At that rate, the odds are that every person in the United States will be sued sometime in the next 16 1/2 years!

Why the U.S.A. Leads the World in Lawsuits

There are many reasons why the United States is the world leader when it comes to lawsuits.

In most countries, if someone wants to sue someone else, they have to pay a lawyer to do so. That sounds like a reasonable proposition. But in the U.S. that's not the case.

In the good 'ole U.S.A., lawyers can take cases on "contingency." That means the attorney receives no fee unless the defendant has to pay. As a result, there's nothing to prevent someone with a chip on their shoulder from suing you, even if they don't have the money to hire an attorney. It also means trial lawyers are constantly searching for "deep pocket" defendants.

Your Next Lawsuit is Just One Greedy Click Away

If that's not bad enough, numerous websites promise to make it easier to file lawsuits. For instance, www.sueeasy.com pairs trial lawyers and potential litigants. The site promises to let you "take the first step towards resolving grievances, ONLINE!"

To encourage even more lawsuits, investors have formed companies to finance lawsuits by buying a share of the settlement. When I searched on Google today under the term "lawsuit funding," I received an amazing 159,000 hits.

Another reason lawsuits are so common is Congress has created an avalanche of laws that practically invite people to file lawsuits in U.S. courts.

For instance, just a few months ago, President Bush signed a bill amending an obscure law called the "Foreign Sovereign Immunities Act." The bill makes it easier for terrorist victims to recover civil damages. It also launched an orgy of lawsuits against U.S. companies that never had anything to do with terrorism.

Other federal laws that encourage individuals to file lawsuits include the Americans with Disabilities Act, the Racketeering in Corrupt Organizations Act (RICO), and many others.

No More Frivolous Lawsuits? Yeah Right.

Some people collect stamps, coins, or antique furniture. My collecting habits are somewhat more esoteric: I collect stories of frivolous lawsuits. Here are a few of the more outrageous examples recently crossing my desk:

Group claims allergy to Wi-Fi signals. A group of "electro-sensitive" individuals in Santa Fe, New Mexico, claim they're allergic to wireless Internet signals. And they're suing the city for discrimination under the Americans with Disabilities Act. The group wants the city to disband all Wi-Fi devices in public buildings.

"Chaperone" sued for wrongful death. Have you ever accompanied your child on a school trip? If you have, and someone else gets hurt, you might be sued for failing to act as a "responsible party."

That's what happened to Susanne Sadler. She accompanied her cheerleader daughter on a trip to the 2004 Hula Bowl. Trouble is, another cheerleader on the same trip did a little too much partying and plunged naked to her death from a nine-floor hotel room. Sadler claims that she never agreed to chaperone anyone. Nonetheless, the parents of the dead cheerleader sued her, and an arbitrator awarded the parents US$690,000.

Packaging company sued for unintended use of product. In 2003, fire raced through the Rhode Island Station nightclub, killing 100 people. A company called Sealed Air that manufactures polyethylene foam is now on the hook for US$25 million. Why you ask? The nightclub owner used this product for soundproofing and the product allegedly spread the fire more quickly.

But guess what? There's no evidence that the owner used Sealed Air's polyethylene foam for soundproofing. Nor is there any evidence that Sealed Air ever promoted its foam for this purpose. Nonetheless, under Rhode Island's "joint and several liability" law, if the court proved Sealed Air was even 1% liable for the fire, the company would have to pay a possible multi-billion-dollar claim. To avoid that possibility, Sealed Air will pay US$25 million in what amounts to protection money.

Bar responsible for your customers who ARE NOT drinking alcohol. "Dram shop laws" in all 50 states require bartenders to refuse to serve alcohol to obviously intoxicated patrons. In New Jersey, however, a court has gone even further. The court ruled that a bar owner may be sued for negligence because he did not try to protect a patron who purchased only soft drinks at the bar.

In this case, the owner was sued for failing to prevent a non-drinking patron from getting into a vehicle with a driver who was visibly intoxicated. The passenger died in a subsequent accident. There's no reason to believe that a non-drinking guest in your own home wouldn't be covered by the same legal logic. 

Six Steps to Make Sure You're Not the Next Victim

In every one of these cases, trial lawyers sued a "deep pocket" defendant or forced a settlement on the threat of even a larger financial exposure. Could you be next?

It's hard to say. But if you're wealthy, you're a prime target. That's especially the case if you display your wealth openly.

In addition, professionals - doctors, lawyers, engineers, etc. - are frequent targets. Disputes among relatives also often lead to unwanted litigation, particularly after the death of a wealthy family member.

1. Purchase liability insurance for your home, your business, and your vehicles. Don't stop at the minimum limits, either. If you can purchase an "umbrella" policy with limits of US$1 million or more, do so.

However, liability insurance won't cover against intentional "torts," such as libel, slander, or harassment. This also doesn't cover punitive damages, or damages or injuries resulting from your violation of any law or regulation.

2. Avoid personal guarantees. Recently, I met someone who signed a personal guarantee for a loan on a "can't miss" investment. The problem was that he signed it a few weeks before the Sept. 11 terrorist attacks. After the attacks, the value of the investment collapsed and he was left holding the bag. Seven years later, he's still on the hook for the loan, to the tune of over US$1 million.

3. Max out pension and retirement plans. Federal bankruptcy law prevents creditors from seizing most pensions, retirement plans, Social Security, and other benefits tied to age, illness, or disability. In some cases, this protection exists only if you declare bankruptcy - which you may not want to do. However, there's no limit on the amount that can be protected from bankruptcy in retirement funds, except that amounts accumulated in IRAs are limited to US$1 million.

4. Keep a low profile. Keep your wealth where it's not visible. Don't flaunt it. For instance, never drive a trophy car - drive a middleclass vehicle instead. And if you own your own home, make sure it's in a middleclass area, not in the most expensive part of town. If you crave luxury, spend your money on the inside - on furnishings, electronics, etc. - where it's less visible.

5. Use business entities - especially limited liability companies - to hold title to your assets, unless doing so would result in a significantly higher tax bill. LLCs aren't asset protection panaceas, but are far more resilient against lawsuits than holdings in your own name. Single-member LLCs, however, aren't nearly as effective for asset protection as if there are multiple owners.

6. Move "nest egg" assets outside the United States into offshore jurisdictions that are serious about asset protection. The kind of frivolous lawsuits we take for granted in the U.S. simply aren't tolerated in countries like Switzerland, Nevis, Panama, and many other offshore centers.

Even with these precautions, you may not be immune from attacks by American trial lawyers. But you will have come a long way in the right direction!

MARK NESTMANN, Wealth Preservation & Tax Consultant
President of The Nestmann Group
info@nestmann.com
www.nestmann.com
+1 (602) 604-1524 (phone or fax)

P.S. Want more lawsuit protection? Check out my book - The Sovereign Society classic - Lifeboat Strategy. It's now available in our bookstore for 25% off. Click here.


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Wealth:

Fun Inflation Facts: Why $143 Oil Looks Dirt-Cheap Compared to Other "Necessities"

Budweiser Image

Investors are fretting over US$143 oil. Consumers are concerned about US$4 gas. But a recent story on CNBC.com really put this all in perspective. The story revealed how the high price of crude really stacks up against several other "necessities."

The conclusion...oil's actually pretty cheap at these levels.

In fact, a trip to your favorite neighborhood sports bar will really give you sticker-shock. A barrel of Budweiser beer will set you back US$447.25.

Would you like some Tabasco hot sauce for your chicken wings? That'll cost you US$6,155.52 a barrel! Hmm...I'll take mine mild.

Switching to water to quench your thirst instead of beer won't save you much either.

A barrel of Perrier will set you back US$300.61 per barrel.

Starbucks Image

How about a trip to your local neighbor Starbucks instead? Cost: US$954.24 a barrel. That's only IF you take your coffee black. Adding milk will cost you another US$163.38 a barrel.

Of course you can always just stay home, and drown your inflation sorrows in a pint of Ben & Jerry's New York Super Fudge Chunk instead. Cost: US$1,609.44 a barrel.

Clearly, it's belt-tightening time for the average American amid these soaring prices for everyday "necessities." Just cut back on the luxury items and you'll be OK. After all, who can afford Chanel No. 5 at a cost of US$1,666,560 a barrel?
My wife will just have to do without!

MIKE BURNICK, Senior Editor & Global Markets Analyst


Bonus Wealth:

Is Stagflation Back in Fashion Again?

Is this the 1970s all over again?

What I mean is: Are we being pulled into an era of economic misery driven by rising inflation and skyrocketing commodities prices?

First let's get one thing straight: This is not technically stagflation - at least not exactly.

Over the last several months I've borrowed the term "inverse stagflation" to best describe the current global macroeconomic environment. But because no two economic cycles repeat themselves identically, I can't label this environment as strictly stagflation.

Instead, it's a bizarre and lethal cocktail of skyrocketing commodity prices mixed with deflation in housing and bank credit. This is "inverse stagflation" as coined by commodity hedge fund manager, Rene Haugerud in New York.

In the 1970s, housing values didn't collapse. Neither did bank credit. What distinguishes the 2000s from the 1970s is the credit crunch combined with a housing bear market. Those are two formidable forces. Right now, they're both working to depress economic growth and cool rising inflation.

What most analysts fail to realize is that we can't be in stagflation. That would imply inflation across all tangible assets, including real estate. But that's not the case over the last 24 months as housing values suffer their worst percentage decline since the 1930s. Housing values are also declining in Ireland, England and Spain and will probably spread to other European countries before the year is over.

Also, with lending terms much harder to secure for even the most credit-worthy borrowers, the contraction of bank credit is another highly deflationary variable that is pulling the economy into the gutter.

Banks simply don't have the excess capital they did 12 months ago prior to the credit crisis. The entire American and to a lesser extent, European banking systems are still trying to recapitalize devastated balance sheets. This whole process is certainly not coincident of stagflation. Food for thought, next time someone says we're just repeating the '70s - exactly.

ERIC ROSEMAN, Investment Director

P.S. Tune in tomorrow, and I'll explain how this dangerous new "inverse stagflation" will affect your stocks in the months to come.


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