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.
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 […]
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 […]
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.
