Four Words Cost Them $6.5 Million
The Children's Trust That Was Self-Settled: In re Kittrell. An irrevocable trust with an anti-reversion clause still failed. The reason was a four-word class definition in the power of appointment.
The Trust Held. He Went to Jail Anyway.
The Belize trustee refused to repatriate. The Illinois court never reached the trust. Steve Fanady has been in Cook County Jail since June 2022. Here's why.
Your Bridge Trust® Has Dynasty Provisions. That Does Not Mean You Have a Dynasty Plan.
Your Bridge Trust Has Dynasty Provisions — But Not a Dynasty Plan. The 365-year term and continuing beneficiary provisions are in your document. They are dormant authority, not protection. Here is what still has to happen.
Which Asset Protection Structure Do I Actually Need?
Which Asset Protection Structure Do I Actually Need? LLC, limited partnership, or trust — and when each one earns its cost. A layer-by-layer framework based on your exposure, not your net worth.
SLATs vs. Dynasty Bridge Trust®: Why Spousal Lifetime Access Trusts Often Fail
SLATs vs. Dynasty Bridge Trust™: Why Spousal Lifetime Access Trusts Fail. SLATs forfeit the step-up, lock in valuation, provide no creditor protection, and risk reciprocal trust doctrine collapse. What the alternative solves.
Oregon Family Trusts and the $1 Million Estate Tax Problem: What Portland Families With $10M+ Are Missing
Oregon Family Trust & Estate Tax: The $1M Exemption Problem. Oregon's estate tax exemption is $1 million — the lowest in the country. A $4M Portland estate already owes state tax. What a family trust does and doesn't solve.
New York Families With $15M+ Are Facing the Most Punishing Estate Tax Cliff in the Country
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 Families With $15M+ Face a Creditor and Legacy Problem Their Current Plan Isn’t Solving
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 Families With $15M+ Have Two Asset Protection Problems — And Most Plans Only Solve One
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.
What Is the GST Exemption — and Why $12M+ Families Can’t Afford to Ignore It
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.
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