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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
  • Schedule Now
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Read more about the article The Rise of Abusive Lawsuits – A Real Estate Investors Lesson

The Rise of Abusive Lawsuits – A Real Estate Investors Lesson

  • Post published: April 13, 2025

Society is becoming more and more litigious with out of control jury awards and no tort reform. How to protect your assets.

Continue ReadingThe Rise of Abusive Lawsuits – A Real Estate Investors Lesson
Read more about the article Why Upper-Middle-Class Americans Need Asset Protection More Than Ever 

Why Upper-Middle-Class Americans Need Asset Protection More Than Ever 

  • Post published: April 13, 2025

One lawsuit — that’s all it takes to wipe out decades of investing and savings. The median U.S. household net…

Continue ReadingWhy Upper-Middle-Class Americans Need Asset Protection More Than Ever 
Read more about the article How to Secure Your Assets Against Unwarranted Claims

How to Secure Your Assets Against Unwarranted Claims

  • Post published: April 13, 2025

The surge in excessive jury awards and the increasing eagerness of litigious attorneys to pursue questionable cases with lucrative contingent…

Continue ReadingHow to Secure Your Assets Against Unwarranted Claims
Read more about the article How Do Doctors Protect Assets From Malpractice Lawsuits?

How Do Doctors Protect Assets From Malpractice Lawsuits?

  • Post published: April 13, 2025

How Doctors Protect Assets From Malpractice Lawsuits. Start with what's already protected — retirement, homestead, exemptions. Then close the gaps. A physician's layered framework, and how a creditor actually attacks each layer.

Continue ReadingHow Do Doctors Protect Assets From Malpractice Lawsuits?
Read more about the article Asset Protection for Dentists: Protecting Your Practice and Your Future

Asset Protection for Dentists: Protecting Your Practice and Your Future

  • Post published: April 13, 2025

Asset protection strategies for dentist..

Continue ReadingAsset Protection for Dentists: Protecting Your Practice and Your Future
Read more about the article Surviving a Financial Crisis: Critical Steps to Consider

Surviving a Financial Crisis: Critical Steps to Consider

  • Post published: March 12, 2025

How to Navigate Economic Uncertainty & Secure Your Assets A financial crisis can hit unexpectedly—whether it’s a recession, real estate market crash, stock…

Continue ReadingSurviving a Financial Crisis: Critical Steps to Consider
Read more about the article How to Refinance a Rental Property Held in an LLC

How to Refinance a Rental Property Held in an LLC

  • Post published: March 1, 2025

How to Refinance a Rental Property Held in an LLC. Deed out, refinance, deed back — the standard sequence. What nobody tells you is that the deed back isn't protected by federal law, and what your CPA is actually worried about.

Continue ReadingHow to Refinance a Rental Property Held in an LLC
Read more about the article Your CPA and Estate Planning Attorney Can’t Protect Your Assets

Your CPA and Estate Planning Attorney Can’t Protect Your Assets

  • Post published: March 1, 2025

When a client asks their CPA or estate attorney to evaluate an asset protection structure, they’re asking an advisor who doesn’t practice that specialty to render judgment on it. Unfamiliarity and legal inadequacy are not the same thing.

Continue ReadingYour CPA and Estate Planning Attorney Can’t Protect Your Assets
Read more about the article Tax Reporting for The Bridge Trust®: Best Strategy for Compliance

Tax Reporting for The Bridge Trust®: Best Strategy for Compliance

  • Post published: February 27, 2025

Many clients using The Bridge Trust® have questions about its tax reporting requirements. As a grantor trust, The Bridge Trust® is required to…

Continue ReadingTax Reporting for The Bridge Trust®: Best Strategy for Compliance
Read more about the article Can Depreciation Offset Income in an Asset Protection Structure

Can Depreciation Offset Income in an Asset Protection Structure

  • Post published: February 27, 2025

For real estate investors and high-net-worth individuals, asset protection is a must—but many hesitate, wondering: “Will setting up an asset protection…

Continue ReadingCan Depreciation Offset Income in an Asset Protection Structure
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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.


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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