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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
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    • Oregon Estate Tax
    • Funding Your Trust
    • Washington Estate Planning
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Read more about the article Swiss Banking and Offshore Asset Protection: How the Account Actually Works

Swiss Banking and Offshore Asset Protection: How the Account Actually Works

  • Post published: December 18, 2024

Swiss Banking for Asset Protection: How the Account Opens. Can an offshore account be opened after a trust is triggered? Yes — and the reason it isn't a reactive transfer is written into the partnership agreement at formation.

Continue ReadingSwiss Banking and Offshore Asset Protection: How the Account Actually Works
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 Toni 1 Trust vs Wacker (2018)

Toni 1 Trust vs Wacker (2018)

  • Post published: December 15, 2024

You cannot rely on the DAPT statue of any State

Continue ReadingToni 1 Trust vs Wacker (2018)
Read more about the article Case Summary: United States vs Grant: What a $36 Million IRS Fight Teaches About Offshore Trust Drafting

Case Summary: United States vs Grant: What a $36 Million IRS Fight Teaches About Offshore Trust Drafting

  • Post published: December 15, 2024

US vs Grant case review

Continue ReadingCase Summary: United States vs Grant: What a $36 Million IRS Fight Teaches About Offshore Trust Drafting
Read more about the article SEC v. Solow: When the Court Got the Law Wrong — And What Still Went Wrong for the Solows

SEC v. Solow: When the Court Got the Law Wrong — And What Still Went Wrong for the Solows

  • Post published: December 15, 2024

SEC vs Solow case review. Proactively structuring your assets can be beneficial, but if done in haste or with the wrong intentions, it can lead to unintended consequences.

Continue ReadingSEC v. Solow: When the Court Got the Law Wrong — And What Still Went Wrong for the Solows
Read more about the article Can You Actually Protect Assets in Divorce? Here’s What the Law Says

Can You Actually Protect Assets in Divorce? Here’s What the Law Says

  • Post published: December 15, 2024

Can You Protect Assets in Divorce? What the Law Actually Allows. Family courts value assets regardless of title and sanction reactive transfers. What actually survives — prenuptial documentation, traced separate property, and third-party trusts.

Continue ReadingCan You Actually Protect Assets in Divorce? Here’s What the Law Says
Read more about the article Is Equity Stripping Legal? Equity Stripping vs. Friendly Liens

Is Equity Stripping Legal? Equity Stripping vs. Friendly Liens

  • Post published: December 15, 2024

Is Equity Stripping Legal? Equity Stripping vs. Friendly Liens. Equity stripping means a real third-party loan — legal, and it works. A friendly lien to your own LLC is a meaningless document courts ignore. The difference is the money.

Continue ReadingIs Equity Stripping Legal? Equity Stripping vs. Friendly Liens
Read more about the article FTC v. Affordable Media (The Anderson Case): What It Actually Decided

FTC v. Affordable Media (The Anderson Case): What It Actually Decided

  • Post published: December 15, 2024

FTC v. Affordable Media (The Anderson Case): What It Actually Decided. The Andersons went to jail. The assets never came back. Then the Cook Islands High Court rejected the FTC’s takeover attempt and awarded costs against it. What Anderson really holds.

Continue ReadingFTC v. Affordable Media (The Anderson Case): What It Actually Decided
Read more about the article Myth-Busting Asset Protection: 14 Common Misconceptions Explained

Myth-Busting Asset Protection: 14 Common Misconceptions Explained

  • Post published: December 15, 2024

Common myths and misconceptions of asset protection.

Continue ReadingMyth-Busting Asset Protection: 14 Common Misconceptions Explained
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