Dynasty Estate Planning

June 29, 2015

Community Property Planning

Marital Property Issues Estate planning is necessarily multi-disciplinary.  It touches upon many aspects of law. It affects taxation, property, family, and business concerns.   Marital Property rights is a critical element in legal planning.  The changes go both ways — the estate planning affects marital property interests and marital property affects the planning.  This is […]
June 24, 2015

Freedomfest 2015

I have been a speaker at FreedomFest in Las Vegas since it began.  I may not have the name recognition of some of the keynote speakers, but I am blessed to share speaking opportunities with the world’s top thinkers and doers on the topic of liberty.  My focus this year is on the practical issues […]
June 22, 2015

The Jurisdiction Independent Trust

Where Should You Set Up Your Trust? Where is the best place to set up your trust?  Where you live?  In a state that has laws that favor your particular goals and concerns?  How do you know where you want your trust to be domiciled in the future?  Does it […]
June 1, 2015

Trust Protector – Defender of Trusts

A Trust Protector is a party other than a Trustee or a Beneficiary who has certain powers regarding the Trust and its administration.  These powers may be very broad or narrow as determined by the Trust instrument.  They may include the power to remove or replace trustees and beneficiaries, cure […]