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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 Asset Protection for Business Owners

Asset Protection for Business Owners

  • Post published: October 23, 2026

Most business owners I talk to have the entity and think that was the hard part. The entity was the…

Continue ReadingAsset Protection for Business Owners
Read more about the article How to Protect Your Assets From a Lawsuit

How to Protect Your Assets From a Lawsuit

  • Post published: October 23, 2026

If something already happened — a demand letter, an accident, a notice of intent, a conversation with a lawyer that…

Continue ReadingHow to Protect Your Assets From a Lawsuit
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?
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?
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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.


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)

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)

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.

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