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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
  • Estate Planning
    • 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 Do I Need a Living Trust in Oregon?

Do I Need a Living Trust in Oregon?

  • Post published: October 11, 2026

If you own a home in Oregon, you probably want a trust. If you rent, a will may be enough. What Oregon intestacy and probate law means for your family.

Continue ReadingDo I Need a Living Trust in Oregon?
Read more about the article Online Forms, AI, or a Lawyer: Who Should Draft Your Living Trust?

Online Forms, AI, or a Lawyer: Who Should Draft Your Living Trust?

  • Post published: October 11, 2026

A living trust from an online service, an AI tool, or a lawyer is not the same document. Five Oregon provisions to check in yours, and when DIY is enough.

Continue ReadingOnline Forms, AI, or a Lawyer: Who Should Draft Your Living Trust?
Read more about the article How Much Does a Living Trust Cost in Oregon?

How Much Does a Living Trust Cost in Oregon?

  • Post published: October 11, 2026

Oregon attorneys charge a median $2,500 for a living trust. What moves the price, what a quote should include, and when you do not need a trust at all.

Continue ReadingHow Much Does a Living Trust Cost in Oregon?
Read more about the article In re Mastro (Bankr. W.D. Wash. 2011) — Case Review

In re Mastro (Bankr. W.D. Wash. 2011) — Case Review

  • Post published: October 10, 2026

A Seattle developer’s Belize trust and Delaware series LLCs were unwound in bankruptcy. What the court found on timing, control, and the spouse’s liability.

Continue ReadingIn re Mastro (Bankr. W.D. Wash. 2011) — Case Review
Read more about the article Asset Protection in Washington State: What Happens When a Creditor Actually Tests Your Structure

Asset Protection in Washington State: What Happens When a Creditor Actually Tests Your Structure

  • Post published: October 10, 2026

Washington has no asset protection trust statute, and its LLC statute allows foreclosure. What the case law shows works for Washington residents — and when.

Continue ReadingAsset Protection in Washington State: What Happens When a Creditor Actually Tests Your Structure
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?
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