Asset Protection Articles

Tennessee’s business-tax structure has evolved significantly in recent years, especially for Limited Liability Companies (LLCs), both domestic and foreign. While the state does not impose a general income tax on individuals, its franchise and excise taxes…

When it comes to real estate investing, few strategies are as powerful as combining a §1031 exchange with careful estate planning. The 1031 exchange allows investors to defer capital gains and depreciation recapture taxes when selling…

OverviewThe Lodmell & Lodmell asset-protection structure is designed to integrate maximum protection with complete tax transparency and simplicity. Each component—the Bridge Trust®, Asset Management Limited Partnership® (AMLP), and associated LLCs—is drafted to comply fully with IRS…

California law provides limited protection for retirement assets, including Individual Retirement Accounts (IRAs), from creditor claims. Unlike employer-sponsored retirement plans, which often receive broader protections, IRAs in California are only exempt to the extent “reasonably necessary”…

When it comes to asset protection, many people assume their 401(k) accounts are untouchable. While 401(k)s enjoy some of the strongest protections available under both federal and state law, the reality is more nuanced — particularly…