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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
  • Cost / Price
  • The Vault
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    • Flat-Fee Pricing
    • Living Trust vs. Will
    • Oregon Estate Tax
    • Funding Your Trust
    • Washington Estate Planning
  • Schedule Now
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Read more about the article How Do Doctors Protect Assets From Malpractice Lawsuits?

How Do Doctors Protect Assets From Malpractice Lawsuits?

  • Post published: April 13, 2025

How Doctors Protect Assets From Malpractice Lawsuits. Start with what's already protected — retirement, homestead, exemptions. Then close the gaps. A physician's layered framework, and how a creditor actually attacks each layer.

Continue ReadingHow Do Doctors Protect Assets From Malpractice Lawsuits?
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 How to Refinance a Rental Property Held in an LLC

How to Refinance a Rental Property Held in an LLC

  • Post published: March 1, 2025

How to Refinance a Rental Property Held in an LLC. Deed out, refinance, deed back — the standard sequence. What nobody tells you is that the deed back isn't protected by federal law, and what your CPA is actually worried about.

Continue ReadingHow to Refinance a Rental Property Held in an LLC
Read more about the article High-Net-Worth Asset Protection: What Actually Works at $5M, $10M, and $25M+

High-Net-Worth Asset Protection: What Actually Works at $5M, $10M, and $25M+

  • Post published: February 9, 2025

High-Net-Worth Asset Protection: What Works at $5M, $10M, $25M+. Exposure profile matters more than net worth. What protects a physician at $5M is not what protects a founder pre-liquidity at $25M. Where each structure holds and where it fails.

Continue ReadingHigh-Net-Worth Asset Protection: What Actually Works at $5M, $10M, and $25M+
Read more about the article What Should Be Included in a Financial Plan to Protect Assets?

What Should Be Included in a Financial Plan to Protect Assets?

  • Post published: February 5, 2025

What Should Be Included in a Financial Plan to Protect Assets? The textbook answer is insurance. That's right for most households and wrong for anyone with real exposure. What a protection plan actually contains, layer by layer.

Continue ReadingWhat Should Be Included in a Financial Plan to Protect 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 Asset Protection: What the Law Actually Allows. Texas homestead protection is unlimited. Self-settled trusts are void under §112.035(d). Charging-order exclusivity holds — except against a shell with no real partners.

Continue ReadingTexas Asset Protection Strategies: What the Law Actually Allows
Read more about the article Can I Be Held in Civil Contempt for Having an Offshore Trust?

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

  • Post published: February 3, 2025

Can I Be Held in Civil Contempt for Having an Offshore Trust? Civil contempt requires a present ability to comply. Courts punish retained control and reactive timing — not offshore trusts. What the record actually shows.

Continue ReadingCan I Be Held in Civil Contempt for Having an Offshore Trust?
Read more about the article Florida Asset Protection Trusts: Why They Fail and What Actually Works

Florida Asset Protection Trusts: Why They Fail and What Actually Works

  • Post published: February 1, 2025

Florida Asset Protection Trusts: Why They Fail. Fla. Stat. §736.0505 voids self-settled trusts. §605.0503(4) lets creditors foreclose single-member LLC interests. What Florida protects, and what it leaves exposed.

Continue ReadingFlorida Asset Protection Trusts: Why They Fail and What Actually Works
Read more about the article Do Asset Protection Trusts Work in California? What Probate Code §15304 Actually Says

Do Asset Protection Trusts Work in California? What Probate Code §15304 Actually Says

  • Post published: January 27, 2025

Self-Settled Spendthrift Trusts in California: §15304 Explained. California Probate Code §15304 voids spendthrift protection in a self-settled trust. Here's the statute subsection by subsection, what courts do with it, and what works instead.

Continue ReadingDo Asset Protection Trusts Work in California? What Probate Code §15304 Actually Says
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
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