The Limitations of Asset Protection Trusts in Florida — and What Actually Works
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.
Self-Settled Spendthrift Trusts in California: Why They Fail
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.
Understanding Trusts: How Trusts Work in Asset Protection
Asset Protection Trusts and the different types
Understanding New York Irrevocable Spousal Trusts
What is the difference between NY Irrevocable Spousal Trusts and Asset Protection Trusts
Creating the Peril is a Misunderstood Concept in Asset Protection
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.
Insurance is NOT Asset Protection!
insurance has exclusions, limits, and reservations of rights that leave high-earning professionals completely exposed. Insurance is a levee — not higher ground. Here’s the difference.
How to Protect Your Assets in New York: What the Law Actually Allows
New York’s New York’s EPTL §7-3.1(a) makes self-settled trusts fully reachable by creditors. For high-net-worth professionals and real estate investors in New York, here’s what the law actually allows — and what structure actually works.
Limitations of Domestic Irrevocable Trusts: A Case Law Review
In the early 2000s, domestic irrevocable trusts were widely marketed as the go-to solution for asset protection. Promoted as a way to shield…
What Laws Actually Make the Bridge Trust® Legal?
The Bridge Trust® isn’t a loophole — it’s a statute-anchored structure built on IRC §§ 671-677 and the Cook Islands International Trusts Act. Here’s the exact legal framework that makes it court-defensible.