Foreclosure is Not Always Tax Free

Video Transcript A lot of you are losing your homes and your investment real estate. A lot of you have mortgages on that real estate that exceeds your cost of the real estate. In that case, you probably have a mortgage on you real estate which exceeds its basis. And there’s a trap. It adds […]

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APTs are Not a Substitute for Insurance

Today, I’m going to take on a question that I’m asked alot from doctors. Mostly from people who are sick and tired of paying outrageous insurance premiums to protect themselves from the inevitable lawsuits we have in the United States. Well, the question is Rob, if you do great asset protection for me, can I […]

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Meet The Players

Download PDF: Sample Asset Protection Trust Download PDF: Sample Asset Protection Trust; for Complete or International Members only Non Kinetic Trust – PDF Table of Contents Interpretationpage 4 Governing law and power to change it page 5 Power to add and remove Beneficiaries;Settlors’ testamentary powers; page 6 Power to add Excluded Person page 6 Power […]

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Anti-Duress Provision

Typical Duress Clause example 1. Freedom from Outside Interference The Settlor directs that this Settlement be administered consistent with its terms, free of judicial intervention and without order, approval, or other action of any court. To the extent any Person is granted the power hereunder to compel any act on the part of the Trustee, […]

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Spendthrift Clause Explained

What is a spend thrift clause or spendthrift provision?Today we’re talking about spendthrift clauses. They’re found in almost every trust ever done in the United States and in the English speaking world.What I’m going to talk about is what a spendthrift clause does, why they normally are irrelevant in traditional asset protection and how if […]

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Cuba Clause & Definition of Event of Duress

 Typical Cuba ClauseThis is an example of your typical Cuba Clause & Definition of Event of Duress in a asset protection trust.Change of Trustee and Situs of Administration (a) Notwithstanding any other provision contained in this Settlement, the Trustee, upon the happening of an Event of Duress in the jurisdiction where any Trustee or part […]

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