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PROTECTION STRATEGIES
Protect what you've built.
Plan for what comes next.
Your assets, your risks, and your family should shape the plan. We help you bring the right trusts and entities together.
START WITH THE WHOLE PICTURE
Good tools work
better together.
An asset protection plan should make sense for the way you live. Your home, investments, business interests, and family priorities each have a different role.
We begin with what you own, how it is held, and what could put it at risk. Then we consider the protections you already have and the tools that could strengthen the plan.
See how your assets could fit into a plan →A COORDINATED STRUCTURE
FOUR TRUST OPTIONS. DIFFERENT PURPOSES.
Choose the protection
that fits your life.
Protection, control, flexibility, compliance, cost, and maintenance all matter. Explore each approach, then compare it with your own priorities.
FOREIGN PROTECTION. DOMESTIC SIMPLICITY.
The Bridge Trust®
For clients who want access to foreign asset protection while keeping ordinary administration and grantor-trust compliance domestic. The foreign component is established from the beginning, with provisions for a change in trustee authority if circumstances warrant it.
Often our starting point when meaningful protection and manageable maintenance both matter.
Explore the Bridge Trust →YOUR LIFETIME AND THE GENERATIONS AHEAD
Dynasty Bridge Trust®
Combines Bridge Trust planning during your lifetime with planned succession into a Nevada dynasty structure. The focus extends beyond preserving wealth today to how it is administered, used, and passed on for your family.
A conversation about continuity, family governance, and the purpose you want your wealth to serve.
Explore the Dynasty Bridge Trust →FOREIGN ADMINISTRATION FROM THE START
Foreign Asset Protection Trusts
A foreign trust may be appropriate when the risk profile and assets justify foreign administration from inception. We work with structures in the Cook Islands, Nevis, and Belize, considering the facts and the role of the foreign trustee.
Annual reporting, custody, cost, and the control you retain deserve a clear discussion before you commit.
Explore Foreign Trusts →A SELECTIVE DOMESTIC OPTION
Domestic Asset Protection Trusts
A pure DAPT keeps the trust within a domestic legal and administrative framework. It can fit specific circumstances, particularly for residents of a state that recognizes this planning, but home-state law, trustee requirements, and creditor facts matter.
We recommend pure DAPTs selectively and often prefer the Bridge Trust's additional protective options.
Explore Domestic Trusts →MAKE IT PERSONAL
See a plan take shape
around your assets.
Add your assets, share your concerns, and explore an illustrative structure with the Planning Tool. It is a simple way to start the conversation and see which questions deserve a closer look.
Try the Planning Tool →BEYOND THE TRUST
A plan has to work
in everyday life.
Coordinate the supporting entities
LLCs and an Asset Management Limited Partnership can organize suitable investments, real estate, and business interests. We review how those pieces fit with the trust, your existing protections, and the restrictions that apply to particular assets.
Put the structure into use
Documents, funding, account titles, lender requirements, and tax coordination all deserve attention. We help coordinate with your trustees, institutions, CPA, and other advisers so the plan reflects the way ownership and management will actually work.
Keep the plan current
Changes in your family, residence, business, assets, or risk may call for a review. A workable maintenance routine helps your plan stay aligned with your life.
GO A LITTLE DEEPER
Clear answers to the next questions.
EXPERIENCED COUNSEL. A CLEAR NEXT STEP.
Let's discuss the right
approach for you.
We will review your assets, priorities, and timing, then identify what deserves deeper work. If a claim or dispute already exists, that review comes before any transfer.