Complex planning becomes more approachable when you understand the principles behind it. Explore videos covering trusts, wealth management, asset protection, and modern estate planning.
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Discussion on the legal strategies, trust structures, and tax considerations that inform how the firm approaches advanced estate planning for every client.
Privacy for Your Estate and Trust Planning
I often receive questions about privacy in estate planning, so today, I want to discuss various privacy concerns and how they relate to an estate plan. Privacy and Probate One of the primary ways privacy concerns arise in estate planning is through the probate process. When an individual passes away and has assets titled in their individual name, […]
Why Courts Won’t Uphold Domestic Asset Protection Trusts
Attorney Stuart Green details the top reason why Domestic Asset Protection Trusts fail. In this video, you will learn why the courts may not uphold a Domestic Asset Protection Trust
#1 Reason Revocable Living Trusts Fail to Avoid Probate!
The revocable living trust is by far the most popular trust document available. You may have heard it referred to as a revocable living trust, a revocable trust, or a living trust—these terms are often used interchangeably. The primary reason people establish a revocable living trust is to avoid probate. However, today, I want to discuss the number one reason […]
Revocable Living Trust or Irrevocable Trust: Asset Protection?
Attorney Stuart Green details a common misconception about asset protection and revocable living trusts. The level of protection you receive depends significantly on the type of trust you establish. This video clarifies the key differences between the asset protection offered by an irrevocable trust versus a revocable living trust.
Top 5 Duties of Trustees in 2025
Attorney Stuart Green talks about the critical duties of a trustee: When setting up an a trust, whether revocable or irrevocable, there are the 5 duties a trustee will need to preform. Knowing the trustee’s responsibilities will give you a deeper understanding on who you should pick for your trustee.
Never Put These Assets In Your Trust!
We spend a lot of time discussing trust planning—whether it’s an irrevocable trust or a revocable living trust—and we explore the advantages, disadvantages, and mechanics involved. However, there’s a specific asset class that never goes into any trust, regardless of whether it’s revocable or irrevocable: retirement accounts. A revocable living trust is typically used to avoid probate […]
The Taxation of Trusts: Grantor Trusts vs. Non-Grantor Trusts
Attorney Stuart Green explains how trusts are taxed. In this video you will learn about the two main types of trusts which are grantor and non-grantor trusts.
🔴!! If You Have a Revocable Living Trust, Watch This Now!🔴
Many of my videos focus on estate tax planning, asset protection planning, particularly using trusts, and leveraging the best trust laws available, often in South Dakota. However, today’s video is aimed at a topic more broadly applicable: revocable living trusts—specifically, what assets should go inside one. A revocable living trust, once considered primarily for the […]
The Three Reasons You Need an Irrevocable Trust
Attorney Stuart Green explains the top 3 reasons that you need an irrevocable trust. You will also learn the basic differences between a revocable and irrevocable trust.
Whether you’re evaluating an existing estate plan or exploring sophisticated planning strategies for the first time, we’d welcome the opportunity to discuss your family’s long-term objectives.
