Articles
Are Your Assets as Protected as You Think?
Most Asset Protection Trusts Are Bad at Their Only Job What is an asset protection trust? It’s no secret that the world has become
541 Trust® – Better Asset Protection
Better Asset Protection: The 541 Trust® provides the best asset protection while affording maximum flexibility. It is proven by generations of legal precedent to work
U.S. v. Kimball Case Supports the Use of a 541 Trust – Even Against IRS Lien
One of the simplest planning techniques to protect against claims from creditors, even the IRS, is to use a properly drafted irrevocable non self-settled trust.
How a Trusteed IRA Can Improve Your Retirement Plan
How a Trusteed IRA Can Improve Your Retirement Plan – Utah Bar Journal Volume 29 No. 1
Best Asset Protection Trust isnt an Asset Protection Trust
Could it be true that the best trust for asset protection isn’t even an asset protection trust? It may sound strange, but the legal precedent
Transferable Offshore Trust Fails
Some asset protection promoters tout a transferable offshore trust strategy which begins onshore in the U.S. and shifts offshore at the first sign of duress. Such strategies
What is a 541 Trust®?
We use the 541 Trust® name to refer to an irrevocable asset protection trust built upon a foundation of generations of proven legal precedent. A
IRS Approved NING Trust provides Substantial Tax Savings
For many years, we have helped clients reduce income taxes by using a Nevada trust often referred to as a “NING Trust” (Nevada Incomplete Gift
Why Self-Settled Asset Protection Trusts Don’t Protect Assets
Don’t Self-Settle for Inadequate Asset Protection Why Self-Settled Asset Protection Trusts Don’t Protect Assets By: Randall Sparks, JD LL.M. and Lee S. McCullough, III, JD
Law and Precedent Supporting the 541 Trust®
STATEMENT OF THE LAW Our 541 Trust® is built on two irrefutable legal principles: 1. With respect to an irrevocable trust, a creditor of the
Building a Better Asset Protection Trust/ as published in Estate Planning Magazine
Estate Planning Journal (WG&L) Volume 38, Number 01, January 2011 Use ‘Powers’ to Build a Better Asset Protection Trust, Estate Planning Journal, Jan 2011
Why Our Trusts are Better than an Offshore Trust
This page has moved. Click HERE to see why Our Trust Better Than an Offshore Trust.
Why the Our Trust is Better than an FLP or LLC
Our Trust is better than a family limited partnership (“FLP”) or LLC for the following reasons: Criteria FLP or LLC Our Trust Confidentiality An ownership interest in an
How to Attack an Asset Protection Trust and How to Defend Against Such an Attack
If you read all the asset protection cases out there, you will find that there are really only three ways to attack a well crafted
Asset Protection – Stories from the Trenches
We talk a lot of theory about asset protection, and everyone seems to have their own opinion about what works and what doesn’t. These are
Squeeze, Freeze and Burn
RUNNING THE NUMBERS ON A SALE TO A DEFECTIVE GRANTOR TRUST by Lee S. McCullough, III A sale to a defective grantor trust
IRREVOCABLE TRUSTS
What is an irrevocable trust? As you may guess, it is a trust that cannot be “revoked” or drastically changed. When you give property and
Advantages of a Life Cycle Buy Sell Agreement
The Life Cycle Buy Sell Agreement The Life Cycle Buy Sell is a relatively new method for structuring a Buy Sell Agreement. Under traditional methods,
Not all Trusts are Created Equal
NOT ALL TRUSTS ARE CREATED EQUAL by Lee S. McCullough, III Why pay for a specialized estate plan when you could get one for less
Ethical and Effective Asset Protection Planning
By Lee S. McCullough, III When is it Ethically Appropriate to do Asset Protection Planning? The law allows business owners to create corporations and other
A Basic Guide to Buy Sell Agreements
Click here to download A Basic Guide to Buy Sell Agreements pdf.