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LODMELL & LODMELL

Start With the Facts, Timing, and Documents

Tell us what you are trying to protect, what pressure already exists, and which documents or advisors are already involved.

Choose the right conversation

Contact is useful when the message gives the team enough context.

Asset protection questions are rarely answered well in the abstract. The right first answer depends on timing, documents, asset titles, entities, tax treatment, and whether a claim or dispute already exists.

You are planning ahead

Start with the Asset Protection Analysis if you want to compare Bridge Trust®, domestic trust, foreign trust, LLC, or funding options before pressure appears.

You are already a client

Use the form for scheduling, document coordination, funding follow-up, administrative questions, or advisor coordination.

You are under pressure

If there is a demand letter, lawsuit, default, judgment, collection action, or serious threat, say that clearly and preserve all related documents.

Send a message

Contact the Lodmell & Lodmell team.

Arizona office

Lodmell & Lodmell
8160 E. Butherus Drive, Suite 4
Scottsdale, AZ 85260

Main: 602-230-2014
Email: support@lodmell.com

Helpful details to include

  • Whether you are planning before pressure or responding to an existing issue.
  • The general asset categories involved, such as business interests, real estate, brokerage accounts, or LLC interests.
  • Whether there are existing trusts, entities, loans, estate planning documents, or signed guarantees.
  • Whether a tax advisor, CPA, or estate planning attorney is already involved.

What happens next

A useful message helps the team understand the starting point.

The message does not need to be a legal brief. A short description of the planning goal, the broad asset categories involved, and whether any immediate pressure exists gives the team a better place to start. If other advisors are involved, it can also help to say so.

Contacting the firm does not by itself create an attorney-client relationship or replace timely legal advice about a lawsuit, deadline, or court order. If there is a time-sensitive paper, preserve it and tell the team what it is. Do not assume a website form changes a deadline or authorizes a transfer.

Before you contact us

Read only as far as you need to understand the next question.

These pages are designed to make a first conversation easier. Start with the overview if you want to understand asset protection generally. Use the comparison pages if you are deciding between domestic, Bridge Trust®, and foreign planning. Use the reporting page if the recurring administration of a foreign trust is central to your decision.

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