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Read more about the article Locked In or Optional: How $10M–$30M Families Should Evaluate Trust Proposals

Locked In or Optional: How $10M–$30M Families Should Evaluate Trust Proposals

  • Post published:April 28, 2026

Locked In or Optional: Evaluating Trust Proposals After the OBBBA. A paired-trust proposal forces four irrevocable decisions on day one. With the sunset gone, here's how to tell which ones your family actually needs to make now.

Continue ReadingLocked In or Optional: How $10M–$30M Families Should Evaluate Trust Proposals
Read more about the article The OBBBA Didn’t Solve Your Estate Problem. Here’s What It Missed.

The OBBBA Didn’t Solve Your Estate Problem. Here’s What It Missed.

  • Post published:April 6, 2026

The OBBBA Didn't Fix the GST Portability Gap. The exemption is permanent at $30M for couples. But GST exemption is not portable, and it disappears at the first death. What that costs a $12M couple who waits.

Continue ReadingThe OBBBA Didn’t Solve Your Estate Problem. Here’s What It Missed.

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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.


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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)

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.

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