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Read more about the article Self-Settled Spendthrift Trusts in California: Why They Fail

Self-Settled Spendthrift Trusts in California: Why They Fail

  • Post published:January 27, 2025

California Probate Code §15304(a) makes self-settled spendthrift trusts unenforceable against the settlor’s creditors. If you created a trust for your own benefit in California, here’s why it won’t protect you.

Continue ReadingSelf-Settled Spendthrift Trusts in California: Why They Fail
Read more about the article Insurance is NOT Asset Protection!

Insurance is NOT Asset Protection!

  • Post published:January 21, 2025

insurance has exclusions, limits, and reservations of rights that leave high-earning professionals completely exposed. Insurance is a levee — not higher ground. Here’s the difference.

Continue ReadingInsurance is NOT Asset Protection!
Read more about the article What is The Bridge Trust®?

What is The Bridge Trust®?

  • Post published:January 11, 2025

The Bridge Trust® combines Cook Islands offshore protection with U.S. grantor trust simplicity — no Form 3520, no foreign bank account requirements, no IRS complexity until you actually need the protection

Continue ReadingWhat is The Bridge Trust®?
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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.


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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.


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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