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  • Home
  • About
    • About Brian
    • Key Concepts
    • Media & Speaking
  • Protection Strategies
    • Compare Your Options
    • LLCs & Limited Partnerships
    • Domestic Asset Protection Trusts
    • Foreign Asset Protection Trusts
    • The Bridge Trust® (Hybrid)
    • Dynasty Trusts
    • Dynasty Bridge Trust®
  • My Approach
  • Cost / Price
  • The Vault
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    • Flat-Fee Pricing
    • Living Trust vs. Will
    • Oregon Estate Tax
    • Funding Your Trust
    • Washington Estate Planning
  • Schedule Now
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Read more about the article The Duress Clause That Put Him in Jail

The Duress Clause That Put Him in Jail

  • Post published: September 30, 2026

An offshore trust had a duress provision. The Eleventh Circuit held it void — and explained exactly which duress clauses fail and why.

Continue ReadingThe Duress Clause That Put Him in Jail
Read more about the article The Trust Was Created in 1988. It Still Failed.

The Trust Was Created in 1988. It Still Failed.

  • Post published: September 23, 2026

A 1988 Third-Party Trust That Still Failed. Perfect timing. A restricted-trustee clause in the document. Created by a father for his son decades before any claim. An Illinois bankruptcy court held it was not a valid spendthrift trust.

Continue ReadingThe Trust Was Created in 1988. It Still Failed.
Read more about the article Four Words Cost Them $6.5 Million

Four Words Cost Them $6.5 Million

  • Post published: September 23, 2026

The Children's Trust That Was Self-Settled: In re Kittrell. An irrevocable trust with an anti-reversion clause still failed. The reason was a four-word class definition in the power of appointment.

Continue ReadingFour Words Cost Them $6.5 Million
Read more about the article The Trust Held. He Went to Jail Anyway.

The Trust Held. He Went to Jail Anyway.

  • Post published: September 19, 2026

The Belize trustee refused to repatriate. The Illinois court never reached the trust. Steve Fanady has been in Cook County Jail since June 2022. Here's why.

Continue ReadingThe Trust Held. He Went to Jail Anyway.
Read more about the article I Researched This With AI. What Am I Missing?

I Researched This With AI. What Am I Missing?

  • Post published: September 10, 2026

Can You Trust AI Research on Asset Protection? The risk isn't that AI makes things up. It's that an accurate summary can lead you to exactly the wrong conclusion — and your research isn't privileged.

Continue ReadingI Researched This With AI. What Am I Missing?
Read more about the article How Do Oregon Residents Protect Assets From Lawsuits?

How Do Oregon Residents Protect Assets From Lawsuits?

  • Post published: September 9, 2026

Oregon Asset Protection: What the Law Actually Allows. Oregon's homestead exemption is $150,000. There's no DAPT statute. And tenancy by the entirety does nothing when both spouses have liability.

Continue ReadingHow Do Oregon Residents Protect Assets From Lawsuits?
Read more about the article Do Land Trusts Actually Protect Assets? What They Do and What They Don’t

Do Land Trusts Actually Protect Assets? What They Do and What They Don’t

  • Post published: September 9, 2026

Do Land Trusts Protect Assets? Privacy Is Not Protection. A land trust gives you privacy, probate avoidance, and transfer tax treatment. It does not give you creditor protection — and the LLC-beneficiary version has a trap.

Continue ReadingDo Land Trusts Actually Protect Assets? What They Do and What They Don’t
Read more about the article Your Bridge Trust® Has Dynasty Provisions. That Does Not Mean You Have a Dynasty Plan.

Your Bridge Trust® Has Dynasty Provisions. That Does Not Mean You Have a Dynasty Plan.

  • Post published: September 7, 2026

Your Bridge Trust Has Dynasty Provisions — But Not a Dynasty Plan. The 365-year term and continuing beneficiary provisions are in your document. They are dormant authority, not protection. Here is what still has to happen.

Continue ReadingYour Bridge Trust® Has Dynasty Provisions. That Does Not Mean You Have a Dynasty Plan.
Read more about the article Which Asset Protection Structure Do I Actually Need?

Which Asset Protection Structure Do I Actually Need?

  • Post published: September 7, 2026

Which Asset Protection Structure Do I Actually Need? LLC, limited partnership, or trust — and when each one earns its cost. A layer-by-layer framework based on your exposure, not your net worth.

Continue ReadingWhich Asset Protection Structure Do I Actually Need?
Read more about the article Will My Lender Call the Loan If I Transfer My Property? Due-on-Sale Clauses, Explained

Will My Lender Call the Loan If I Transfer My Property? Due-on-Sale Clauses, Explained

  • Post published: September 6, 2026

Will My Lender Call the Loan If I Transfer My Property? Federal law bars lenders from calling a loan when you transfer your home into a trust. It does not protect a transfer into an LLC. The difference decides your plan.

Continue ReadingWill My Lender Call the Loan If I Transfer My Property? Due-on-Sale Clauses, Explained
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Fill out the form below. I review every submission personally. If your situation is a fit for pre-litigation planning, you will receive a link to book a private 60-minute consultation. If you prefer to speak directly, call (888) 773-9399.


After submitting the form you will receive a confirmation. If your situation qualifies for a consultation, you will receive a private calendar link to book directly with Brian. If you have questions before then, call (888) 773-9399.

Tell Me About Your Situation

Fill out the form below. I review every submission personally. If your situation is a fit for pre-litigation planning, you will receive a link to book a private 60-minute consultation. If you prefer to speak directly, call (888) 773-9399.


After submitting the form you will receive a confirmation. If your situation qualifies for a consultation, you will receive a private calendar link to book directly with Brian. If you have questions before then, call (888) 773-9399.

Tell Me About Your Situation

Fill out the form below. I review every submission personally. If your situation is a fit for pre-litigation planning, you will receive a link to book a private 60-minute consultation. If you prefer to speak directly, call (888) 773-9399.


After submitting the form you will receive a confirmation. If your situation qualifies for a consultation, you will receive a private calendar link to book directly with Brian. If you have questions before then, call (888) 773-9399.

Tell Me About Your Situation

Fill out the form below. I review every submission personally. If your situation is a fit for pre-litigation planning, you will receive a link to book a private 60-minute consultation. If you prefer to speak directly, call (888) 773-9399.


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After submitting the form you will receive a confirmation. If your situation qualifies for a consultation, you will receive a private calendar link to book directly with Brian. If you have questions before then, call (888) 773-9399.

Tell Me About Your Situation

Fill out the form below. I review every submission personally. If your situation is a fit for pre-litigation planning, you will receive a link to book a private 60-minute consultation. If you prefer to speak directly, call (888) 773-9399.


What is your primary concern or reason for seeking asset protection?
What types of assets do you currently own? (Check all that apply)

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