Better Experience: Our experience working with proven strategies is what is most valuable. Rather than using exotic or complex strategies that sound great but have little or no track record and are very costly, our strategies have been proven to work for generations. Our trusts have survived challenges in lawsuits, bankruptcies, and IRS audits, and have never failed. Unlike many other asset protection strategies, ours are built upon generations of legal precedent, while other strategies have court cases proving their weakness. Don’t take our word for it, see the legal precedent.

Satisfied Clients: Our satisfied clients include hundreds with modest wealth as well as many high profile or high net worth clients including well known entertainers who have produced over 59 gold and platinum records, #1 singles in US and UK, and the tour producer for Michael Jackson, owners of internationally recognized businesses, and professional athletes (Yankees, Angels, Dodgers, Royals, Cubs, Orioles, White Sox, Lakers, Jazz, Buffalo Bills).

Our proven strategies include the following services:

541 Trusts™

The 541 Trust® provides the best asset protection while affording maximum flexibility. It is proven by generations of legal precedent to work better than offshore trusts, trusts that shift offshore when under duress, domestic asset protection trusts (DAPTS), FLPs, and other strategies. All of these other strategies have a history of court cases exposing their flaws. If you want the best protection possible, don’t take our word for it. Simply see what the courts have said. We have carefully researched generations of legal precedent right here in the U.S. to find what has always worked and we designed our 541 Trust® in compliance. 541 Trust® Info

UDAPTs

We have years of experience creating asset protection trusts and can create a better, more effective UDAPT. While a UDAPT has some wonderful benefits, it is critical to know about some key disadvantages to a standard UDAPT which leave assets exposed, such as bankruptcy or a lawsuit in another state. We can create a UDAPT that eliminates these disadvantages and provides the better asset protection. Building a Better UDAPT.

NING Trusts.

For years we have helped clients save state income tax by using NING Trusts. A NING Trust is a Nevada Incomplete Non-Grantor Trust. Our NING Trusts also provide superior asset protection benefits. The IRS privately approved this strategy in PLR 201310002.  NING TRUST Info

Effective Equity Stripping Plan.

If you search the internet for asset protection strategies, you will see that almost every provider talks about equity stripping, but their equity stripping plans fail to protect the majority of the equity because the lien is based on a minimal loan or a line of credit.  We have a better equity stripping strategy which protects the entire value of the asset at all times.

Example A. Failure:  Mrs. Johnson owns an apartment building in an LLC.  She puts a lien on the apartment building in order to protect it.  The lien is based on a line of credit from a friendly source. Liens based on loans or lines of credit require that funds actually be borrowed to be effective. The lien is only as large as the amount of debt. If you do not borrow against the line of credit, no equity is stripped. If a customer slips in her parking lot and sues the LLC, they can get all the equity except for the amount actually borrowed on the line of credit.  The lien was a smokescreen, but it was not an effective asset protection strategy.

Example B. Success:  Mrs. Johnson owns an apartment building in an LLC.  She creates one of our Irrevocable Trusts which owns an Investment LLC.  The Investment LLC puts a lien on her apartment based on our exclusive equity stripping strategy.  If a customer slips in her parking lot and sues the LLC, they cannot get any of the equity because it is completely protected by a legitimate lien on the entire value of the asset.  All of the equity in the apartment building is protected for as long as the lien remains in place.

Specifically Tailored

Every plan we create is uniquely tailored to each client. We always structure a plan to meet the specific needs and goals of the client. No two clients are exactly alike therefore no two plans are exactly alike.

Cost Effective, Simple to Understand, Modify, and Unwind

We would not want an asset protection plan that is expensive, difficult to maintain, or difficult to get out of. Offshore trusts can cost between $20,000 to $40,000 to implement and $5,000 to $10,000 per year to maintain and require extensive IRS reporting each year. Our strategies are far less expensive and are simple to understand, implement, modify, or unwind if your circumstances change.

Other Strategies

Our unique expertise and years of experience in Estate Planning and Asset Protection gives us the ability to provide superior legal assistance. From complex estates exceeding $100 million to modest estates of under $100,000. We are confident that we will provide you with peace of mind with the very best estate planning. This may include Simple Wills or Revocable Trusts for simple estate planning to Defective Grantor Trusts or ILITs for sophisticated estate and gift tax planning.

Our opinion and the opinions of others are of little importance if the courts don’t agree.  What is ultimately most important is whether the strategy is upheld when challenged. We’re confident that our strategies provide the best asset protection because of the enormous body of law supporting them.

Better Than Offshore Trust

10 Reasons We Can Provide Better Asset Protection