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.
How an Irrevocable Trust Can Get a Step-up in Basis
You often hear estate planning and wealth management discussed as if they are separate. Attorneys draft documents, and financial professionals manage assets. In practice, those disciplines rarely come together in a coordinated way. That disconnect is one of the most common reasons family wealth is not preserved or maximized over time. When structure and strategy […]
Every Business Owner Should Consider Estate Tax Planning Before Selling a Business
https://www.youtube.com/vU8IvaMsd45g If you’re in your 20s, 90s, or somewhere in between and know that you have a liquidity event on the horizon, you need to start thinking about your estate plan now to be able to shield assets effectively. I have quite a few videos focused on the changes in estate tax set to go […]
Delaware vs. South Dakota: Where to Establish a Trust?
If you are building a trust for long term family protection, where you situs that trust is critical. Delaware is often treated as the default choice. But default does not always mean optimal. Some jurisdictions are designed to resolve disputes after they arise, while others are built to prevent them in the first place. That […]
Avoid Probate and Ensure Privacy from the Government, Creditors, and Family
To avoid probate, they didn’t use a revocable living trust or any other trust planning—they just relied on a will. If they had used some type of trust planning, they could have completely avoided that. One of the things I love most about trust planning is the aspect of privacy. However, it’s important to keep […]
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 […]
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.
