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 to Implement Tax Saving Strategies like Shohei Otani’s Mind-Blowing $700 Million Contract
I was reading an article about Shohei Ohtani, who just signed a contract worth $700 million. He went from the Los Angeles Angels to the Dodgers to play baseball. Some of the details from his contract have emerged. He’s going to be paid out over 20 years. For the first 10 years of his contract, […]
Unique Trust Laws Enable Privacy and Protection for Wealthy Families
The other thing that’s really unique to South Dakota is its quiet trust laws. This means that the settlor—the person setting up the trust—can indicate inside the trust document how much or how little the beneficiaries are allowed to know about the trust. They can even make it so that the beneficiaries never know anything […]
Slash Your State Income Tax with this Trust Strategy
If you like this video, go ahead and give us a thumbs up and subscribe to our channel. We come out with new content all the time. A lot of people know that as estate planning attorneys, we focus on estate tax planning, but one of the biggest overlooked areas of what we do is […]
Maximize Asset Protection with BeneficiaryControlled Trusts
The most creditor-proof way to structure an inheritor trust, also known as a beneficiary-controlled trust, is to have co-trustees. You can make your child, who is the beneficiary, an investment trustee, meaning they are in charge of managing the investments and overseeing how the assets are invested and managed to ensure they appreciate over time. […]
Maximize Your Business Profit Potential with Strategic Estate Planning
If you haven’t already, go ahead and subscribe to our channel and like this video. We want to make sure you receive our other content as we release it, so don’t miss the opportunity to stay updated! One thing people don’t realize is that for business owners, their estate planning attorney needs to be intimately […]
Unlocking the Power of Asset Protection Trusts A Game Changing History
Go ahead and like this video as well as subscribe to our YouTube channel. Today, we’re going to talk about asset protection trusts and how we got to where we are today. This is a brief overview of the history and development of asset protection trusts. Historically, you have not been able to set up […]
Protect Your Familys Wealth Trusts That Shield Assets from Creditors
If you like this video, go ahead and click the thumbs up and subscribe, because we release new content all the time. If you’ve watched any of our videos or know anything about our practice, you know we focus on asset protection trusts. Certain jurisdictions allow clients to set up what’s called an asset protection […]
Securing Wealth and Protecting Assets Who Needs Asset Protection Trusts
Hey everybody, I’m Stuart Green. Go ahead and subscribe to our channel—we release new content all the time. And while you’re at it, hit the thumbs up button on this video! Today, we’re going to talk about who needs an asset protection trust. We do a lot of asset protection trust planning, both domestically and […]
Tax Planning Strategies Every Business Owner Must Know Before Selling a Business
If you haven’t already, go ahead and subscribe to our channel and like this video. We want to make sure you receive our other content as we release it, so don’t miss the opportunity to stay updated! One thing people often don’t realize is that for business owners, their estate planning attorney needs to be […]
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.
