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
United States v. Huckaby is one of the most misrepresented cases in asset protection. Here’s what it actually decided — and what critics of the Bridge Trust get wrong when they cite it
Bridge Trust critics cite case law incorrectly, mischaracterize the activation mechanism, and confuse domestic trust doctrine with offshore jurisdiction analysis. Here’s what the cases actually say.
indexed universal life (IUL) repositioning idle capital
401k rollovers that most high income professionals are doing wrong
When the world and economy is unstable, the wolves come out. Lawsuits increase.
Illinois has no Domestic Asset Protection Trust statute and aggressive creditor-enforcement courts. Here’s what the law actually allows for high-net-worth professionals and business owners in Illinois.
Dead capital is not money that has been lost. It is money that has no clear purpose