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  • Home
  • About
    • About Brian
    • Key Concepts
    • Media & Speaking
  • Protection Strategies
    • Compare Your Options
    • LLCs & Limited Partnerships
    • Domestic Asset Protection Trusts
    • Foreign Asset Protection Trusts
    • The Bridge Trust® (Hybrid)
    • Dynasty Trusts
    • Dynasty Bridge Trust®
  • My Approach
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    • Living Trust vs. Will
    • Oregon Estate Tax
    • Funding Your Trust
    • Washington Estate Planning
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Read more about the article In re Mastro (Bankr. W.D. Wash. 2011) — Case Review

In re Mastro (Bankr. W.D. Wash. 2011) — Case Review

  • Post published: October 10, 2026

A Seattle developer’s Belize trust and Delaware series LLCs were unwound in bankruptcy. What the court found on timing, control, and the spouse’s liability.

Continue ReadingIn re Mastro (Bankr. W.D. Wash. 2011) — Case Review
Read more about the article Asset Protection in Washington State: What Happens When a Creditor Actually Tests Your Structure

Asset Protection in Washington State: What Happens When a Creditor Actually Tests Your Structure

  • Post published: October 10, 2026

Washington has no asset protection trust statute, and its LLC statute allows foreclosure. What the case law shows works for Washington residents — and when.

Continue ReadingAsset Protection in Washington State: What Happens When a Creditor Actually Tests Your Structure
Read more about the article The Trust Was Created in 1988. It Still Failed.

The Trust Was Created in 1988. It Still Failed.

  • Post published: September 23, 2026

A 1988 Third-Party Trust That Still Failed. Perfect timing. A restricted-trustee clause in the document. Created by a father for his son decades before any claim. An Illinois bankruptcy court held it was not a valid spendthrift trust.

Continue ReadingThe Trust Was Created in 1988. It Still Failed.
Read more about the article The Trust Held. He Went to Jail Anyway.

The Trust Held. He Went to Jail Anyway.

  • Post published: September 19, 2026

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.

Continue ReadingThe Trust Held. He Went to Jail Anyway.
Read more about the article How Do Oregon Residents Protect Assets From Lawsuits?

How Do Oregon Residents Protect Assets From Lawsuits?

  • Post published: September 9, 2026

Oregon Asset Protection: What the Law Actually Allows. Oregon's homestead exemption is $150,000. There's no DAPT statute. And tenancy by the entirety does nothing when both spouses have liability.

Continue ReadingHow Do Oregon Residents Protect Assets From Lawsuits?
Read more about the article Do Land Trusts Actually Protect Assets? What They Do and What They Don’t

Do Land Trusts Actually Protect Assets? What They Do and What They Don’t

  • Post published: September 9, 2026

Do Land Trusts Protect Assets? Privacy Is Not Protection. A land trust gives you privacy, probate avoidance, and transfer tax treatment. It does not give you creditor protection — and the LLC-beneficiary version has a trap.

Continue ReadingDo Land Trusts Actually Protect Assets? What They Do and What They Don’t
Read more about the article Your Bridge Trust® Has Dynasty Provisions. That Does Not Mean You Have a Dynasty Plan.

Your Bridge Trust® Has Dynasty Provisions. That Does Not Mean You Have a Dynasty Plan.

  • Post published: September 7, 2026

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.

Continue ReadingYour Bridge Trust® Has Dynasty Provisions. That Does Not Mean You Have a Dynasty Plan.
Read more about the article Which Asset Protection Structure Do I Actually Need?

Which Asset Protection Structure Do I Actually Need?

  • Post published: September 7, 2026

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.

Continue ReadingWhich Asset Protection Structure Do I Actually Need?
Read more about the article Will My Lender Call the Loan If I Transfer My Property? Due-on-Sale Clauses, Explained

Will My Lender Call the Loan If I Transfer My Property? Due-on-Sale Clauses, Explained

  • Post published: September 6, 2026

Will My Lender Call the Loan If I Transfer My Property? Federal law bars lenders from calling a loan when you transfer your home into a trust. It does not protect a transfer into an LLC. The difference decides your plan.

Continue ReadingWill My Lender Call the Loan If I Transfer My Property? Due-on-Sale Clauses, Explained
Read more about the article The Bridge Trust® Risks: The 8 Criticisms, Answered

The Bridge Trust® Risks: The 8 Criticisms, Answered

  • Post published: August 18, 2026

If you’re researching Bridge Trust® risks, you’re doing the right thing at the right time. Here are the eight criticisms that circulate, answered against the actual documents, statutes, and cases — including the ones that are right.

Continue ReadingThe Bridge Trust® Risks: The 8 Criticisms, Answered
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