by Brian T. Bradley | Dec 15, 2024 | Asset Protection
ASSET PROTECTION ISSUE: Is a Domestic Asset Protection Trust (DAPT) set up in Alaska effective regarding a Montana fraudulent transfer action? CASE SUMMARY: Donald Tagwell sued the Wackers in Montana state court in 2007. The Wackers counter-sued Mr. Tagwell as...
by Brian T. Bradley | Dec 15, 2024 | Asset Protection
ASSET PROTECTION ISSUE: Does simply creating an Asset Protection plan (and stating such) expose the Settlor to a fraudulent conveyance claim in California? CASE SUMMARY: In 2000 Stillman, who was a soil engineer rendered services through a pool company to Kilker in...
by Brian T. Bradley | Dec 15, 2024 | Asset Protection
ASSET PROTECTION ISSUE: Will an Offshore Asset Protection Trust hold up against an IRS attack? CASE SUMMARY: The facts are that Mr. Grant established two separate trusts, one for himself and another for his wife, Arline, in two separate offshore asset protection...
by Brian T. Bradley | Dec 15, 2024 | Asset Protection
Understanding the Implications of Asset Protection: The Solow Case Asset Protection Issue: What Happens If the Planning Works, But the Facts Are Very Bad? In the intricate realm of asset protection, a striking case illustrates how well-intentioned strategies can...
by Brian T. Bradley | Dec 15, 2024 | Asset Protection
Understanding Legal and Practical Authority in Real Estate Asset Protection A common and critical question I hear is: “Brian, I heard you explain why you consider real estate assets to be different from cash or liquid assets. If a local judge can order those...
