Is a Dynasty Trust Right for Me?
You've read what a dynasty trust is. The harder question is whether you should have one. The objections your CPA and estate attorney will raise, answered.
What Is the GST Exemption — and Why $12M+ Families Can’t Afford to Ignore It
GST Exemption Explained: Non-Portability, Inclusion Ratio, Allocation. The GST exemption is $15M per person and it is NOT portable between spouses. Unallocated at the first death, it is gone permanently. What CPAs need to flag.
California Families With $10M+ Are Sitting on a Generational Tax Problem No One Is Showing Them
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.
Do Asset Protection Trusts Work in California? What Probate Code §15304 Actually Says
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.
How to Protect Assets from Lawsuits in California: What Actually Works
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.
