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    • About Brian
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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 Your CPA and Estate Planning Attorney Can’t Protect Your Assets

Your CPA and Estate Planning Attorney Can’t Protect Your Assets

  • Post published:March 1, 2025

When a client asks their CPA or estate attorney to evaluate an asset protection structure, they’re asking an advisor who doesn’t practice that specialty to render judgment on it. Unfamiliarity and legal inadequacy are not the same thing.

Continue ReadingYour CPA and Estate Planning Attorney Can’t Protect Your Assets
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 Can I Be Held in Civil Contempt for Having a Hybrid Offshore Trust?

Can I Be Held in Civil Contempt for Having a Hybrid Offshore Trust?

  • Post published:February 3, 2025

A court can hold you in civil contempt. A court cannot hold a Cook Islands trustee in civil contempt. That single distinction explains most of what you need to know about contempt risk and hybrid offshore trusts.

Continue ReadingCan I Be Held in Civil Contempt for Having a Hybrid Offshore Trust?
Read more about the article Legal Strategies for High-Risk Real Estate Investors

Legal Strategies for High-Risk Real Estate Investors

  • Post published:February 2, 2025

real estate asset protection strategies

Continue ReadingLegal Strategies for High-Risk Real Estate Investors
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 Understanding Trusts: How Trusts Work in Asset Protection

Understanding Trusts: How Trusts Work in Asset Protection

  • Post published:January 26, 2025

Asset Protection Trusts and the different types

Continue ReadingUnderstanding Trusts: How Trusts Work in Asset Protection
Read more about the article Understanding New York Irrevocable Spousal Trusts

Understanding New York Irrevocable Spousal Trusts

  • Post published:January 25, 2025

What is the difference between NY Irrevocable Spousal Trusts and Asset Protection Trusts

Continue ReadingUnderstanding New York Irrevocable Spousal Trusts
Read more about the article Creating the Peril is a Misunderstood Concept in Asset Protection

Creating the Peril is a Misunderstood Concept in Asset Protection

  • Post published:January 21, 2025

Courts don’t penalize offshore planning — they penalize timing. The client who calls on Friday wanting everything moved offshore by Monday didn’t create the peril by planning. He created it by waiting.

Continue ReadingCreating the Peril is a Misunderstood Concept in Asset Protection
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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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