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.
United States v. Huckaby (2026): What the Case Actually Held. United States v. Huckaby, No. 2:23-cv-00587-DAD-JDP (E.D. Cal. Mar. 2, 2026), is a federal collection case in which a self-settled Nevada spendthrift trust failed to protect California real property from a federal judgment lien under 28 U.S.C. §3201(a). The court applied California law to the creditor question — not Nevada’s — because the property sits in California. Under California law the trust was void as a self-settled shield, because the same people were its settlors, trustees, and beneficiaries.
What Critics of the Bridge Trust® Get Wrong. The published critiques attack a trustee-resignation mechanism the Bridge Trust® doesn't use, and cite a case involving a different product. The attack is accurate. The target is wrong.
Illinois has no Domestic Asset Protection Trust statute and aggressive creditor-enforcement courts. Here’s what the law actually allows for high-net-worth professionals and business owners in Illinois.
One of the most common points of confusion I see is this: “I heard about a Medicaid asset protection trust.…
Mental health clinic owners face a level of legal exposure that is fundamentally different from most other business owners —…
The Indiana Investors Trust cases are among the most misused in asset protection debates. Here’s what the courts actually decided about asset freezes, offshore planning, and what proper Bridge Trust design prevents
Many people assume that putting life insurance inside an irrevocable life insurance trust — an ILIT — means their assets…
Domestic trusts fail in creditor-friendly states. Fully offshore trusts are expensive and complex. The hybrid Bridge Trust was designed to solve both problems — here’s how all three structures compare under real enforcement pressure.
