Education before action
Use the videos to learn the vocabulary, then use the analysis to apply it to your facts.
Asset protection has a language of its own: trusts, trustees, spendthrift provisions, jurisdiction, control, domestic planning, foreign planning, funding, and fraudulent-transfer rules. The goal of this page is to make those concepts less intimidating.
Do not treat the videos as instructions to move assets. Treat them as a way to understand the questions you should ask before choosing a structure.
How to watch
Start with the concepts that match your decision.
If you are new
Begin with ownership, trusts, irrevocability, spendthrift provisions, and self-settled trust basics.
If you are comparing structures
Watch jurisdiction, cost versus benefit, domestic planning, the Bridge Trust®, and the related comparison topics.
If pressure exists
Pause before acting. Learn the concepts, then speak with counsel about timing, existing claims, and what not to change without advice.
Key concepts
Use the videos to make unfamiliar words less intimidating.
Ownership and beneficial use are different ideas. A trustee and a manager can have different responsibilities. A trust may be revocable or irrevocable. An entity may separate business operations from other assets. Jurisdiction, records, funding, timing, and tax treatment can change how a structure should be understood.
These videos are educational. They are not instructions for a particular transfer or prediction about an outcome. Use them to identify the questions that should be asked about your own facts, documents, and advisors.
First review
Education should lead to a cleaner review.
After you understand the vocabulary, the Asset Protection Analysis can connect the concepts to your real assets, risks, documents, and advisor questions.
#1 – Separate Ownership From Beneficial Use and Control
#2 – Use A Trust
#3 – Irrevocability
#4 – Spendthrift Provisions
#5 – Self-Settled Trusts
#6 – Jurisdiction
#7 – The Offshore Edge
#8 – Cost v. Benefit
#9 – The Domestic Upside
#10 – The Domestic Fatal Flaw
#11 – The Bridge Trust
#12 – Use a COP Entity
#13 – Fraudulent Conveyance
#14 – The Target Zone
#15 – Education v. Action