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Read more about the article What Is a Dynasty Trust? How It Works, Who Needs One, and How It’s Different

What Is a Dynasty Trust? How It Works, Who Needs One, and How It’s Different

  • Post published:April 3, 2026

If you’ve started hearing the term “dynasty trust” from your financial advisor, your CPA, or in a conversation about generational…

Continue ReadingWhat Is a Dynasty Trust? How It Works, Who Needs One, and How It’s Different
Read more about the article What Is the GST Exemption — and Why $12M+ Families Can’t Afford to Ignore It

What Is the GST Exemption — and Why $12M+ Families Can’t Afford to Ignore It

  • Post published:March 27, 2026

California families with $12M+ face a hidden GST tax trap most estate attorneys never address

Continue ReadingWhat Is the GST Exemption — and Why $12M+ Families Can’t Afford to Ignore It
Read more about the article California Families With $10M+ Are Sitting on a Generational Tax Problem No One Is Showing Them

California Families With $10M+ Are Sitting on a Generational Tax Problem No One Is Showing Them

  • Post published:March 27, 2026

California Families With $10M+: The Generational Tax Problem No One Shows You. California has no estate tax, so no one sends a bill — and the federal 40% compounds silently across generations. What the Dynasty Bridge Trust™ does that a Nevada trust cannot.

Continue ReadingCalifornia Families With $10M+ Are Sitting on a Generational Tax Problem No One Is Showing Them
Read more about the article Self-Settled Spendthrift Trusts in California: What Probate Code §15304 Actually Says

Self-Settled Spendthrift Trusts 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 ReadingSelf-Settled Spendthrift Trusts in California: What Probate Code §15304 Actually Says
Read more about the article How to Protect Assets from Lawsuits in California: What Actually Works

How to Protect Assets from Lawsuits in California: What Actually Works

  • Post published:December 17, 2024

How to Protect Assets from Lawsuits in California. California blocks self-settled trusts under §15304 and Nevada DAPTs fail here — Huckaby confirmed it in 2026. The layered structure that actually holds, and why timing decides it.

Continue ReadingHow to Protect Assets from Lawsuits in California: What Actually Works
Read more about the article Case Summary: Kilker vs. Stillman

Case Summary: Kilker vs. Stillman

  • Post published:December 15, 2024

CA asset protection strategies and why out of state trusts fail.

Continue ReadingCase Summary: Kilker vs. Stillman

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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.


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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.


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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)

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