Asset Protection for Business Owners
Most business owners I talk to have the entity and think that was the hard part. The entity was the…
How to Protect Your Assets From a Lawsuit
If something already happened — a demand letter, an accident, a notice of intent, a conversation with a lawyer that…
In re Mastro (Bankr. W.D. Wash. 2011) — Case Review
A Seattle developer’s Belize trust and Delaware series LLCs were unwound in bankruptcy. What the court found on timing, control, and the spouse’s liability.
Asset Protection in Washington State: What Happens When a Creditor Actually Tests Your Structure
Washington has no asset protection trust statute, and its LLC statute allows foreclosure. What the case law shows works for Washington residents — and when.
How Do Oregon Residents Protect Assets From Lawsuits?
Oregon Asset Protection: What the Law Actually Allows. Oregon's homestead exemption is $150,000. There's no DAPT statute. And tenancy by the entirety does nothing when both spouses have liability.
Will My Lender Call the Loan If I Transfer My Property? Due-on-Sale Clauses, Explained
Will My Lender Call the Loan If I Transfer My Property? Federal law bars lenders from calling a loan when you transfer your home into a trust. It does not protect a transfer into an LLC. The difference decides your plan.
Automatic Migration Provisions: The Rule That Defeats Trigger-Clause Trusts
Automatic Migration Provisions Under Treas. Reg. §301.7701-7. A trust that migrates offshore automatically when a creditor sues is foreign from the day it was created. The regulation says so, with an example. What a properly drafted instrument does instead.
I Just Got Sued. Is It Too Late to Protect My Assets?
I Just Got Sued — Is It Too Late to Protect My Assets? For the claim already filed, largely yes — moving assets now is a voidable transfer. For claims that don't exist yet, no. What still works, and what makes it worse.
THREE PROBLEMS. ONE STRUCTURE. MOST ADVISORS ARE ONLY SOLVING ONE.
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.
The Planning Gap Costing High-Net-Worth Families Millions
The Planning Gap Most Advisors Never Address. Your client has an estate plan and a portfolio. Neither answers what a creditor can collect. What that gap costs — and how the referral works without touching AUM.
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