Using the IDGT (Intentionally Defective Grantor Trusts) to Protect Your Personal Residence. As you know if you’ve been reading my newsletters for any amount of time, I believe that NO estate or financial plan can be complete if they do not incorporate asset protection. One of the most difficult assets to help our clients protect is their personal residence. It is also usually one of the...
Are You Being Sued? Inside Secrets to Asset Protection: The ULTRA TRUST® The Best Domestic Asset Protection Without the Risks of Going Offshore ARE YOU WORRIED ABOUT GETTING SUED? HAS YOUR LAWYER TOLD YOU CANNOT DO ANYTHING BECAUSE OF FRAUDULENT CONVEYANCE? Learn from an Asset Protection Expert from the School of Hard Knocks: Has Your Lawyer Told You that It’s Too Late to Do...
Why Joint Tenancy is bad advice from lawyers? Why Joint Tenancy has no Asset Protection? The alternative is Intentionally Defective Irrevocable Grantor Type Trust. Many estate planning attorneys unwittingly recommend the common ways to title property and have no idea that they are a disaster from an Asset Protection standpoint. We will look at a three common ways clients typically own their property, and why they are...
