Our Thoughts, Findings and Articles

What Assets Are Protected in a California Lawsuit

Lawsuits

What Happens When a Defendant Doesn't Pay a Judgment

Lawsuits

Does a Trust Protect Assets from Nursing Home

Nursing Homes

Tenants by Entirety States

Wealth Planning

Can a Trust Save Your Assets from Divorce

Divorce

How to Protect Your Assets from Lawsuit in California

Lawsuits

How an Irrevocable Pure Grantor (iPUG™) Trust Shields Family Wealth and Reduces Tax Liability

Domestic Trust

Master the Five Core Trusts Transforming Modern Estate Planning

Wealth Planning

Trust & Will Launches 2025 Estate Planning Report in San Diego, Spotlighting Digital Asset Trusts and Next-Gen Tax Strategies

Wealth Planning

Investopedia Outlines Essential Trust & Estate Planning Roadmap to Preserve Your Family’s Legacy

Wealth Planning

House Passes “One Big Beautiful Bill Act,” Moving to Extend Elevated Federal Estate and Gift Tax Exclusion Beyond 2026

Taxes

Tax Bill Seeks to Permanently Increase Gift, Estate, and Generation-Skipping Transfer Tax Exemptions | Insights | Greenberg Traurig LLP

Taxes

House Passes the “One Big Beautiful Bill Act,” Extending the High Ceiling on Federal Estate and Lifetime Gift Tax Exclusion Amount

Fifth Third Becomes First Bank to Offer Free Wills to All Customers

House Passes the “One Big Beautiful Bill Act,” Extending the High Ceiling on Federal Estate and Lifetime Gift Tax Exclusion Amount

Joint Committee on Taxation Proposes Permanent $15 Million Inflation-Indexed Estate Tax Exemption Starting 2026

Taxes

The True Cost of Creating a Will: What You Need to Know Before You Start

Wealth Planning

Estate Planning 101: Understanding Trusts and Wills – Get Started Today!

Domestic Trust

Unlocking the Secrets: Will vs. Trust – Which Estate Planning Tool Is Right for You?

Domestic Trust

5 Hidden Fees That Could Double Your Will and Trust Setup Costs

Wealth Planning

Nevada Supreme Court Upholds Irrevocable Domestic Asset Protection Trusts in Probate Disputes Under NRS 166.040

Lawsuits

North Carolina Allows Domestic Asset Protection Trusts to Shield Assets from Lawsuits and Spousal Divorce Claims

Lawsuits

New Estate Tax Proposal for 2026: Strategic Moves for Advisors

Taxes

Potential Estate Tax Changes: Bonus Exemption, Possible Repeal, and What To Do Now in Light of Great Uncertainty -

Taxes

The Proposed Death Tax Repeal Act of 2025

Taxes

2024 State-by-State eWill Legislation Guide: Electronic Will Requirements Across All 50 States

Wealth Planning

8 Critical Red Flags of Fraudulent Conveyances Under the Uniform Voidable Transactions Act (UVTA)

Lawsuits

IRS’s 2024 Guidance on Transferring Real Estate into an Irrevocable Trust Without Gift-Tax Triggers

Domestic Trust

The 7-Step Digital Asset Protection Checklist: Safeguard Your Domain Names, Social Media Accounts & Online Royalties

Investing

5 Major UFTA Court Decisions that Establish the Fundamental Principles of Fraudulent Conveyances Under U.S. Law

Lawsuits

Identifying and Preventing Fraudulent Conveyances: Legal Red Flags in Asset Transfers

Lawsuits

5 Proven Strategies to Protect Bitcoin, Ethereum, and NFTs: Your Ultimate Digital Asset Protection Checklist

Investing

7 Essential Tests in the Uniform Fraudulent Transfer Act to Spot Fraudulent Conveyances

Lawsuits

Estate Planners Harness Bespoke Charitable Remainder Trusts for Enhanced Tax Deductions and Business Sale Strategies Amid IRS Scrutiny

Taxes

Step-by-Step Guide to Reversing a Fraudulent Conveyance Under the Uniform Voidable Transactions Act

Lawsuits

Dynasty Trusts Unlock Multi-Generational GST Tax Exemptions as States Enact New Legislation, but Advisers Warn of Planning Traps

Wealth Planning

3 Trusts to Shield Assets From Estate Taxes

Taxes

IRS Revenue Ruling 2023-02 Clarifies Gift-Tax Events for Irrevocable Grantor Trusts After 2025 Tax Law Changes

Taxes

Sugar Land Attorney Evan B. Lange Flags Five Major Texas Irrevocable Trust Law Amendments Effective January 1, 2025

Domestic Trust

Wenjay Sung Places $5 Million into Irrevocable Family Trust to Equally Protect Biological Child and Stepchildren

Domestic Trust

Alaska’s Two-Year Statute of Limitations and Delaware’s No-Look Trust Rule Propel Top Five DAPT Jurisdictions in 2024 State Rankings

Domestic Trust

In Texas, Revocable Living Trusts Must Be Funded Before Death to Trump Wills, Warns The Lange Firm’s Evan Lange

Domestic Trust

IRS Rule on Irrevocable Trusts | Trust & Will

Domestic Trust

Want to Leave Assets to Heirs? IRS Rule Change Should Have You Rethinking Your Irrevocable Trust

Wealth Planning

A complete 2025 Trust & Will Estate Planning Report Shows...

Wealth Planning

Use of Asset Protection Trusts for Estate Tax Planning Purposes

Taxes

4 Ways Inflation Can Change Your Estate Planning

Wealth Planning

3 Estate Planning Moves To Make To Protect Your Wealth as Recession Looms

Wealth Planning

Estate Planning Trends and Predictions, 2025 Estate Taxes and ...

Taxes

Comprehensive 2025 Trust & Will Estate Planning Report Reveals ...

Wealth Planning

Asset Protection Strategies for Physicians

Physicians face unique legal and financial risks. This guide outlines actionable asset protection strategies—from insurance and trusts to LLCs and estate planning. Learn how to safeguard your wealth.

Physicians

Washington State Inheritance Tax: 2025 Legal Overview for Estates and Heirs

Washington has no inheritance tax, but its estate tax can significantly impact high-value estates. This 2025 legal guide explains estate tax thresholds, exemption limits, and planning strategies.

Wealth Planning

Inheritance Tax Illinois: Essential Information for Beneficiaries

Explore how Illinois inheritance tax laws affect beneficiaries in 2025. This guide breaks down applicable tax rates, legal obligations, asset valuation processes, exemptions and strategies.

Wealth Planning

Understanding the Settlor of Trust: Roles, Duties, and Legal Implications

Learn the critical role of the settlor in establishing a trust—from drafting legal documents to defining beneficiary rights and managing tax implications.

Domestic Trust

California Estate Tax Insights for 2025: Essential Information You Should Have

Get up-to-date on California estate tax rules for 2025. This article breaks down current regulations, thresholds, and key federal implications for high-net-worth individuals and families.

Taxes

Understanding the Distinction Between Trustor and Trustee Roles

Learn the key differences between a trustor and trustee, their legal duties, and how clear roles ensure effective trust management, asset protection, and smooth estate planning.

Domestic Trust

Irrevocable Trusts

What is an irrevocable trust? An irrevocable trust, in simple words, is an arrangement that, by its inherent nature and design, cannot be amended or revoked once it has been set up.

Domestic Trust

The Ultimate Guide to Lifetime Asset Protection Trusts

Lifetime Asset Protection Trusts are financial tools that are designed to protect your hard-earned assets from your creditors, lawsuits, divorces, and even your own poor decisions.

Divorce

10 Types of Trusts

Trusts are a unique way you can look after your money and property, giving you the right to decide who should take care of your 'stuff' in case you are incapable of managing it yourself or after your

Domestic Trust

Does an Irrevocable Trust Protect Assets from A Nursing Home?

Yes, an irrevocable trust can protect your assets from nursing homes, but only if you set it up in a special way.

Nursing Homes

Can An Irrevocable Trust be Changed? Exploring Your Options

It is extremely difficult to make changes to an irrevocable trust, and if it’s set up correctly, no one can alter the trust or access the assets inside it.

Domestic Trust

What is a bulletproof trust?

A bulletproof trust is an irrevocable trust that gives the trustee strong control over the assets to protect them from creditors, lawsuits, taxes, and other claims. It’s designed to keep the assets sa

Domestic Trust

What is a Medicaid Irrevocable Trust and the 5-Year Lookback Period?

Irrevocable Medicaid Trusts are established legal devices that afford protection for one's assets while qualifying them for Medicaid.

Medicaid Estate Planning

How Much Does a Trust Cost?

The cost to establish a trust typically ranges from $100 to $500.000, though this amount can vary based on complexity, location, and attorney fees.

Domestic Trust

A Guide to Smart Estate Planning and Administration

Estate planning is when you determine exactly how your assets and wealth by handled after you pass away.

Wealth Planning

A High Net Worth Estate Planning Guide

High net-worth estates require planning to last for generations. This includes minimizing taxes, passing along assets to future generations, being charitable, and continuing business interests.

Wealth Planning

Your Asset Protection Attorney Guide: An APA Explained

An asset protection attorney, also known as an estate planning attorney, is there to help you protect your assets from risks like lawsuits, creditors, fraud, divorce, and any other mishaps that could

Lawsuits

Best Countries for Offshore Trusts: Asset Protection Around The World

The best country for your offshore trust might be Belize, the Cayman Islands, the Cook Islands, or Singapore. Or it might be one of several other options.

Offshore

Does A Trust Protect Your Assets from a Lawsuit? 

Will a trust protect you from a lawsuit? Well, a trust does provide asset protection, though the protection is not in the case of a lawsuit.

Wealth Planning

Can an Unhappy Beneficiary Challenge a Trust?

Yes, an unhappy beneficiary can have the legal right to challenge a trust if they feel they were unfairly excluded

If Someone Sues You, Can They Take Your House? Your Asset Questions Answered 

Yes, you can lose a lot from a lawsuit, including homes, property, investments, bank accounts, and more.

Lawsuits

Can You Sue a Trust? Know Your Legal Options

Technically, no, you cannot sue a trust. It is not a person, but a legal entity, but you can instead sue the trustee, the person responsible for the management and upkeep of the trust. 

Lawsuits

Cayman Islands Estate Tax Explained: Your In-Depth Guide

The Cayman Islands is a tax-free country, meaning there is no estate tax, no inheritance tax, and no gift tax. This makes it an ideal location for trusts.

Taxes

Testamentary Trust vs. Living Trust: A Comparison

A testamentary trust only comes into effect when the grantor of the trust dies whereas the living trust can be created during the grantor’s lifetime.

Domestic Trust

Does a Revocable Trust Protect Assets from Nursing Home?

Plain and simple, No, a revocable trust will not protect your assets from expensive nursing home costs.

Does a Trust Avoid Probate? How to Prepare Your Estate After You’re Gone

In most cases, yes, a trust does avoid probate. Most trusts are designed to make a smooth transition plan for your assets to pass to your heirs without probate delays. 

Domestic Trust

Does a Trust Need to Go Through Probate? Get To Know The Process

In most cases, no, a trust does not need to pass through probate. Most trusts are specifically created so that you can pass along your assets to your beneficiaries without probate delays. 

Domestic Trust

Does A Marriage Override A Trust? Estate Planning Explained

Depending on the terms of your trust, a marriage may override the trust.

Domestic Trust

Everything You Need to Know About California Asset Protection Trusts

A California Asset Protection Trust is an irrevocable trust that is set up in California to take advantage of California trust laws to protect assets and pass them along to your beneficiaries. 

Domestic Trust

Everything You Need to Know About Living Trusts in Florida

A Florida living trust is a trust that allows you to put your assets into a trust, still control them, and create a plan to pass along those assets without going through Florida probate court.

Domestic Trust

How Beneficiaries Receive Their Money: Your Guide to Getting Paid

Beneficiaries are people or organizations named in a will or a trust that are named to be the recipients of the estate.

Domestic Trust

What is the Cost of a Lawyer in Setting Up a Trust? 

The cost of setting up a trust through a lawyer can range between $1,000 and $3,000, but this can vary dramatically depending on complexity, location, and the attorney's experience. 

Domestic Trust

How Much Does a Trust Cost to Maintain?

Typically, your trust will cost you around 0.5% - 2% of your total assets worth in yearly maintenance costs. That could be thousands each year, depending on how big your trust is.

Domestic Trust

How to Protect Assets from Medicaid 

The answer to this will most probably lie in strategic planning, such as making a Medicaid Asset Protection Trust, transferring assets, and purchasing financial products like annuities.

Medicaid Estate Planning

How to Protect Your Assets From the Government

If you want to protect your assets from the government, you can either set up a corporation or LLC, or you can create a legal trust to hold your assets.

Wealth Planning

Irrevocable Medicaid Trust 

‍Will an Irrevocable Medicaid Trust Help You Keep Your Assets and Still Get Medicaid?

Medicaid Estate Planning

Irrevocable Pure Grantor (IPUG) Trusts Explained

An irrevocable pure grantor trust or IPUG trust, is a specialized irrevocable trust with incredible asset protection with some added benefits to preserve Medicaid eligibility. 

Medicaid Estate Planning

Is Estate Planning Tax Deductible? 

A lot of the estate planning expenses used to be tax deductible, but that has changed recently. The IRS has made much of the costs of estate planning no longer eligible to be tax deductible.

Taxes

Is Your Private Trust Legal in South Carolina?

Yes, private trusts are legal in South Carolina, along with several other types of trusts.

Domestic Trust

Key Differences Between Land Trust and Living Trust

A land trust is designed for you to hold property in a trust, while a living trust can be any number of assets. A land trust is essentially a type of a living trust with a more specific purpose. 

Domestic Trust

Marital Trust vs Family Trust: Understanding the Differences

A marital trust is a financial tool that lets you transfer your assets to your spouse after you die.

Domestic Trust

Pros and Cons of Asset Protection Trusts: The Good, the Bad and the Ugly

The asset protection trust exists to protect your property from creditors and keep your assets safe from lawsuits and legal challenges.

Lawsuits

The Risks of Moving Assets During a Lawsuit

It is very likely that if you move assets during a lawsuit, you could get slapped with fraudulent conveyance, which could cost you dearly.

Lawsuits

How To Create a Cook Islands Trust To Protect Your Assets

A Cook Islands Trust is the gold standard of trusts, set up in the remote South Pacific nation with favorable laws and strict regulations to protect your assets from creditors and lawsuits. 

Offshore

The Secret Trust vs Semi-Secret Trust Debate: What's the Difference?

A secret trust is kept hidden from everyone, even in a will. A semi-secret trust reveals the existence of the trust, but the beneficiaries are kept secret from everyone.

Domestic Trust

Smarter Asset Protection with Offshore Asset Protection Trusts

Offshore asset protection trusts let you create a trust in a foreign nation.

Offshore

VA Asset Protection Trust: Protecting Our Veterans

The VA Asset Protection Trust is designed so that veterans can protect their assets while keeping their veteran benefits unaffected.

Retirement

The Benefits of Establishing a Nevada Asset Protection Trust

A Nevada Asset Protection trust uses Nevada laws to offer you better, more robust asset protection benefits.

Domestic Trust

The Benefits of Establishing a Wyoming Asset Protection Trust

A Wyoming asset protection trust is unique because it lets you protect your assets without any state income and with no limitations on the time frame.

Domestic Trust

The Truth About Self-Settled Trusts

A self-settled trust lets you create a trust where you’re both the grantor and the beneficiary, a unique tool where the trust is made to benefit you.

Wealth Planning