New York Estate Tax Cliff, EPTL §7-3.1, and Koehler Turnover. New York voids self-settled trusts outright, lets courts compel worldwide asset turnover, and has a cliff that can cost $1M on a single dollar of appreciation.
Texas Asset Protection: §112.035(d), Turnover Orders, and the Federal Estate Tax. Texas exemptions protect your homestead and retirement. They don't protect your balance sheet — and no income tax means the federal estate problem arrives faster.
Florida Asset Protection: Olmstead, §736.0505, and the Generational Tax Gap. Florida has no DAPT statute and codified single-member LLC foreclosure at §605.0503(4). The exemptions are real. They are not the whole picture.
GST Exemption Explained: Non-Portability, Inclusion Ratio, Allocation. The GST exemption is $15M per person and it is NOT portable between spouses. Unallocated at the first death, it is gone permanently. What CPAs need to flag.
Your Revocable Trust Is a Roadmap, Not a Barrier. Everything in a revocable trust is reachable under Cal. Prob. Code §18200. Estate planning answers who gets what. It never answers what a creditor can collect.
The Planning Gap Most Advisors Never Address. Your client has an estate plan and a portfolio. Neither answers what a creditor can collect. What that gap costs — and how the referral works without touching AUM.
California Families With $10M+: The Generational Tax Problem No One Shows You. California has no estate tax, so no one sends a bill — and the federal 40% compounds silently across generations. What the Dynasty Bridge Trust™ does that a Nevada trust cannot.
The Dynasty Bridge Trust™: Lawsuit Protection Today, Generational Protection After. One instrument. Offshore creditor protection during your life, dynasty protection for your heirs after — with the §1014 step-up that completed-gift dynasty trusts forfeit.
What Is a Dynasty Trust? How They Work + State Rules. A dynasty trust holds assets across generations without estate tax at each transfer. How it works, which states allow perpetual trusts, and why it does not protect the person who funded it.