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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
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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 Toni 1 Trust vs Wacker (2018)

Toni 1 Trust vs Wacker (2018)

  • Post published: December 15, 2024

You cannot rely on the DAPT statue of any State

Continue ReadingToni 1 Trust vs Wacker (2018)
Read more about the article Case Summary: Kilker vs. Stillman

Case Summary: Kilker vs. Stillman

  • Post published: December 15, 2024

CA asset protection strategies and why out of state trusts fail.

Continue ReadingCase Summary: Kilker vs. Stillman
Read more about the article Case Summary: United States vs Grant: What a $36 Million IRS Fight Teaches About Offshore Trust Drafting

Case Summary: United States vs Grant: What a $36 Million IRS Fight Teaches About Offshore Trust Drafting

  • Post published: December 15, 2024

US vs Grant case review

Continue ReadingCase Summary: United States vs Grant: What a $36 Million IRS Fight Teaches About Offshore Trust Drafting
Read more about the article SEC v. Solow: When the Court Got the Law Wrong — And What Still Went Wrong for the Solows

SEC v. Solow: When the Court Got the Law Wrong — And What Still Went Wrong for the Solows

  • Post published: December 15, 2024

SEC vs Solow case review. Proactively structuring your assets can be beneficial, but if done in haste or with the wrong intentions, it can lead to unintended consequences.

Continue ReadingSEC v. Solow: When the Court Got the Law Wrong — And What Still Went Wrong for the Solows
Read more about the article Is Equity Stripping Legal? Equity Stripping vs. Friendly Liens

Is Equity Stripping Legal? Equity Stripping vs. Friendly Liens

  • Post published: December 15, 2024

Is Equity Stripping Legal? Equity Stripping vs. Friendly Liens. Equity stripping means a real third-party loan — legal, and it works. A friendly lien to your own LLC is a meaningless document courts ignore. The difference is the money.

Continue ReadingIs Equity Stripping Legal? Equity Stripping vs. Friendly Liens
Read more about the article FTC v. Affordable Media (The Anderson Case): What It Actually Decided

FTC v. Affordable Media (The Anderson Case): What It Actually Decided

  • Post published: December 15, 2024

FTC v. Affordable Media (The Anderson Case): What It Actually Decided. The Andersons went to jail. The assets never came back. Then the Cook Islands High Court rejected the FTC’s takeover attempt and awarded costs against it. What Anderson really holds.

Continue ReadingFTC v. Affordable Media (The Anderson Case): What It Actually Decided
Read more about the article Battley v. Mortensen (2011)

Battley v. Mortensen (2011)

  • Post published: December 15, 2024

Battley vs Mortensen case review. The initial knock down blow to the DAPT.

Continue ReadingBattley v. Mortensen (2011)
Read more about the article In Re. Huber (Bankr. WA 2013)

In Re. Huber (Bankr. WA 2013)

  • Post published: December 15, 2024

In re Huber case law review asset protection. Major fail for DAPT.

Continue ReadingIn Re. Huber (Bankr. WA 2013)
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