Klabacka v. Nelson: The Case Behind Every Nevada Divorce-Protection Claim
Klabacka v. Nelson protected a Nevada trust in divorce on facts few clients have. What it held, the alimony half left out, and why it rarely travels.
Piercing the Corporate Veil: How a Creditor Reaches the LLC Owner Personally
When a court disregards an LLC and holds the owner liable, what courts look at, how it happens after judgment, and how to run an LLC so it holds.
Swap Power and the Step-Up in Basis: Do You Need One If Your Assets Never Left Your Estate?
A CPA who advises ultra-high-net-worth families left a sharp question on one of my posts last week. I had written…
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.
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