by Brian T. Bradley | Jan 25, 2025 | Asset Protection
A Story of Family Financial Planning and Asset Protection in New York Imagine a couple, Mary and John, who have been married for over 30 years. They have built a comfortable life together in New York, raising two children and nurturing their successful small...
by Brian T. Bradley | Jan 21, 2025 | Asset Protection
Why “Creating the Peril” Is a Misunderstood Concept in Asset Protection: The Bridge Trust® Explained One of the most common concerns in asset protection planning is whether taking protective action, such as transitioning a trust offshore, could be viewed as...
by Brian T. Bradley | Jan 21, 2025 | Asset Protection
Living in California, New York, Oregon, or Washington means navigating a litigious environment with some of the most creditor-friendly laws in the country. For professionals, business owners, and high-net-worth individuals, protecting assets is critical....
by Brian T. Bradley | Jan 21, 2025 | Asset Protection
How does Asset Protection work in New York? New York is one of the most challenging states for asset protection. Like California, it lacks self-settled spendthrift trust legislation, meaning that trusts where the grantor is also a beneficiary provide little...
by Brian T. Bradley | Jan 21, 2025 | Asset Protection
In the early 2000s, domestic irrevocable trusts were widely marketed as the go-to solution for asset protection. Promoted as a way to shield assets from creditors, lawsuits, and financial risks while offering tax and estate planning benefits, they were...
