SLATs forfeit the step-up, lack creditor protection, and risk reciprocal trust doctrine collapse. The Dynasty Bridge Trust™ solves all four problems. Slug: slat-vs-dynasty-bridge-trust
There is a misconception that the Bridge Trust® is a domestic trust that converts offshore when threatened. That is not what the Bridge Trust® is. It is a fully foreign, Cook Islands-registered offshore trust from the day it is executed — and understanding that distinction is the foundation of understanding why the structure works.
If you’ve started hearing the term “dynasty trust” from your financial advisor, your CPA, or in a conversation about generational…
Your client has a plan for what happens when they die. They may not have a plan for what happens when they get sued while they’re still alive — or what happens to the $89 million that gets extracted from their estate across the next two generations. This article is written for the insurance producer who already sits across from that client.
California families with $12M+ face a hidden GST tax trap most estate attorneys never address
Most high-net-worth families have an estate plan. Almost none have creditor protection. Here's the gap between what your advisors built and what a plaintiff attorney can actually reach.
California Families with $10M+ are quietly losing generational wealth to estate and GST taxes their advisors never address. Here's the compounding problem and how to stop it.
The Dynasty Bridge Trust™ combines offshore asset protection with multi-generational estate planning — closing both the creditor gap and the estate tax gap in one integrated structure for families with $12M or more.
Dynasty trusts and asset protection trusts solve different problems. Most families need both — but most advisors only deliver one. Here’s the distinction that costs families millions
401k rollovers that most high income professionals are doing wrong