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    • About Brian
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Read more about the article Professionals are Under Attack – How to Protect Your Wealth

Professionals are Under Attack – How to Protect Your Wealth

  • Post published:April 13, 2025

Business professionals are under attack by our legal system. How to protect your assets from out of control legal system.

Continue ReadingProfessionals are Under Attack – How to Protect Your Wealth
Read more about the article Suing Doctors: Asset Protection for Medical Professionals

Suing Doctors: Asset Protection for Medical Professionals

  • Post published:April 13, 2025

59% of U.S. physicians have been sued at least once. By age 55, 82% of specialists have faced a lawsuit. Malpractice insurance pays claims — it doesn’t protect your wealth. Here’s what actually does.

Continue ReadingSuing Doctors: Asset Protection for Medical Professionals
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 Texas Asset Protection Strategies: What the Law Actually Allows

Texas Asset Protection Strategies: What the Law Actually Allows

  • Post published:February 5, 2025

Texas offers strong homestead and exemption protections — but §31.002 turnover statute and charging order limitations leave real estate investors and business owners significantly exposed. Here’s what actually works.

Continue ReadingTexas Asset Protection Strategies: What the Law Actually Allows
Read more about the article The Limitations of Asset Protection Trusts in Florida — and What Actually Works

The Limitations of Asset Protection Trusts in Florida — and What Actually Works

  • Post published:February 1, 2025

Florida’s homestead exemption is among the strongest in the country — but Florida draws a hard line on self-settled trusts. Here’s what §736.0505 actually means for high-net-worth professionals and real estate investors.

Continue ReadingThe Limitations of Asset Protection Trusts in Florida — and What Actually Works
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 How to Protect Your Assets in New York: What the Law Actually Allows

How to Protect Your Assets in New York: What the Law Actually Allows

  • Post published:January 21, 2025

New York’s New York’s EPTL §7-3.1(a) makes self-settled trusts fully reachable by creditors. For high-net-worth professionals and real estate investors in New York, here’s what the law actually allows — and what structure actually works.

Continue ReadingHow to Protect Your Assets in New York: What the Law Actually Allows
Read more about the article Fraudulent Transfers vs. Legal Asset Protection: Where the Line Actually Is

Fraudulent Transfers vs. Legal Asset Protection: Where the Line Actually Is

  • Post published:December 18, 2024

Michael moved assets to family members and funded a trust in six weeks after a $4.2 million verdict. His attorney called it asset protection. The plaintiff’s attorney called it a fraudulent transfer. The court agreed with the plaintiff.

Continue ReadingFraudulent Transfers vs. Legal Asset Protection: Where the Line Actually Is
Read more about the article How to Protect Assets from Lawsuits in California: What Actually Works

How to Protect Assets from Lawsuits in California: What Actually Works

  • Post published:December 17, 2024

California is one of the most creditor-friendly states in the country. A revocable trust and single-member LLCs won’t stop a determined plaintiff attorney. Here’s what actually works under California law.

Continue ReadingHow to Protect Assets from Lawsuits in California: What Actually Works

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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.


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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