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.
Avoid Capital Gains and Estate Taxes
https://youtube.com/watch?v=0k8MCRPWny0%3Fsi%3DF4rE-272aZHNuS3I Business owners really need to be on high guard when it comes to estate planning over the next 18 months. One of the reasons for this is because there’s going to be a radical change in estate tax laws. A lot of business owners don’t know this, but right now, in 2024, you’re able […]
Alaska vs. South Dakota: Do Not Trust This State
If you are building a trust for long-term family protection, where you situs that trust matters more than almost anything else. Alaska was the first state to allow self-settled asset protection trusts. South Dakota took that early concept and developed it into a more complete and predictable framework. The difference is not who started the […]
Conflicting Advice from Multiple Attorneys
The point is, the client has to understand the plan, be comfortable with it, and really digest it. I’ve encountered this situation throughout my career, and just a few days ago, I had an experience that I think is worth discussing. The issue revolves around what to do when you receive contradictory legal advice. My […]
The Best State to Set up a Trust
It’s very important that you have this seal, ensuring that no one will ever be able to find out anything about your trust if it were to ever come out in a court proceeding. A big part of my practice is dedicated to domestic asset protection trusts, and if you’ve watched any of my videos, […]
Asset Protection in Divorce
This is a huge opportunity for people who have accumulated wealth before they got married, entrepreneurs, or maybe you received or are going to receive a business interest. One of the things that I focus on as an estate planning attorney is asset protection. There are a few different things to consider when it comes […]
The Best Place for You to Live?!?
You know, if you were to have a lawsuit against yourself in the United States, you don’t have to renounce your U.S. citizenship and move to Portugal. I personally have lived in quite a few places within the United States. I’ve spent time living in the South; I currently live in Texas. I’ve lived in […]
Kobe’s Estate – Avoid These Public Estate Planning Mistakes
There should be this conversation around what your goals are and what’s most important to you. We also need to be looking down the road and considering potential obstacles or risks that could pop up if the worst happens. I’m a huge basketball fan. I grew up in Kentucky, so college basketball reigns supreme. I’m […]
Why Attorneys Don’t Use Asset Protection Trusts
I think it’s one of the biggest overlooked benefits of estate planning. Why aren’t domestic asset protection trusts (DAPTs) more common in the United States? I’m going to discuss that today, and it’s all coming out of conversations I recently had in the last few days. Yesterday, I was asked two questions by two different […]
The #1 Reason Why Domestic Asset Protection Trusts Fail (and Foreign Asset Protection Trusts)
https://youtube.com/watch?v=3DhW_ePrY_0%3Fsi%3Dx0FOBaB8YzGq5HK3 Why do domestic asset protection trusts (DAPTs) fail? Also, this might be the reason why you don’t want a domestic asset protection trust—or for that matter, a foreign asset protection trust—because they’re really structured the same way. It’s just a matter of whether it’s a jurisdiction within the United States, which we refer to […]
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.
