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# Asset Protection Council ®

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## Posts

- [Client Update: February 2026](https://assetprotectioncouncil.com/resources/video-library/client-update-february-2026/)
- [APC Webinar: March 2026](https://assetprotectioncouncil.com/resources/video-library/apc-webinar-march-2026/)
- [Toni 1 Trust v. Wacker: Alaska DAPT Fails to Block Out-of-State Judgments](https://assetprotectioncouncil.com/resources/case-summaries/toni-1-trust-v-wacker-alaska-dapt-fails-to-block-out-of-state-judgments/) - ASSET PROTECTION ISSUE:Will an Alaska Domestic Asset Protection Trust (DAPT) prevent out-of-state or federal courts from reaching assets transferred to it through fraudulent-transfer litigation? CASE SUMMARY:In Toni 1 Trust v. Wacker, 413 P.3d 1199 (Alaska 2018), Donald Tangwall created the “Toni 1 Trust” under Alaska law and transferred Montana real property into it during ongoing
- [Offshore but Not Untouchable: Lessons from the Rensin Trust Case](https://assetprotectioncouncil.com/resources/case-summaries/lessons-from-the-rensin-trust-case/) - ASSET PROTECTION ISSUE:Will an offshore self-settled asset protection trust—moved from the Cook Islands to Belize—protect its assets from a U.S. bankruptcy trustee’s reach, or can the court “look through” to the settlor’s beneficial interests and recover value for creditors? CASE SUMMARY:Joseph K. Rensin, a Florida resident and businessman, had established the Joren Trust, originally under
- [Creating Your Internet Marketing Funnel](https://assetprotectioncouncil.com/resources/asset-protection-podcast/creating-your-internet-marketing-funnel/)
- [How To Market Your Practice With Asset Protection - DRAFT](https://assetprotectioncouncil.com/resources/marketing-webinars/how-to-market-your-practice-with-asset-protection/) - https://www.youtube.com/watch?v=wWBF2LOr4EQ
- [Marketing Asset Protection to your Clients - APC 1st Thursday February 2016:](https://assetprotectioncouncil.com/resources/marketing-webinars/apc-1st-thursday-february-2016/) - February 4, 2016, First Thursday rebroadcast webinar for Asset Protection in 2016. This was a live webinar presented by Doug Lodmell, Managing Partner. Topic: "Marketing Asset Protection to Your Clients"
- [How to do an Affiliate Attorney Webinar - DRAFT](https://assetprotectioncouncil.com/resources/marketing-webinars/how-to-do-an-affiliate-attorney-webinar/) - https://www.youtube.com/watch?v=JX3DtwK3ILE
- [How to use the Asset Protection Council Website and APC Vault - APC 1st Thursday March 2016:](https://assetprotectioncouncil.com/resources/marketing-tools/how-to-use-the-apc-website-and-apc-vault-apc-1st-thursday-march-2016/) - March 3, 2016, First Thursday rebroadcast webinar for Asset Protection in 2016. This was a live webinar presented by Doug Lodmell, Managing Partner. Topic: "How to use the APC Website and APC Vault” for APC Affiliate Attorney’s and Member’s.
- [Client Intake: Liability Issues vs. Ethical Business Development  - APC 1st Thursday February 2017](https://assetprotectioncouncil.com/resources/legal-webinars/client-intake-liability-issues-vs-ethical-business-development-apc-1st-thursday-february-2017/) - February 2, 2017, First Thursday rebroadcast webinar for Asset Protection. This was a live webinar presented by Ike Devji, J.D., former Managing Attorney of Lodmell & Lodmell, P.C. and currently of counsel with the firm. Topic: Client Intake: Liability Issues vs. Ethical Business Development Guest Host Attorney Ike Devji, J.D. leads a concise, actionable and
- [Why Your Approach to Asset Protection Should Be Proactive and Strategic, Not Reactive and Routine](https://assetprotectioncouncil.com/resources/legal-webinars/why-your-approach-to-asset-protection-should-be-proactive-and-strategic-not-reactive-and-routine/) - August 3, 2017, APC Webinar rebroadcast. This was a live webinar presented by Benjamin Lodmell. Topic: Why Your Approach to Asset Protection Should Be Proactive and Strategic, Not Reactive and Routine Join APC Director of Business Development Benjamin R. Lodmell, for a live, interactive presentation on the tools, information and support available to identify, educate
- [What is Automated Marketing?  By L&L and Infusionsoft](https://assetprotectioncouncil.com/resources/marketing-webinars/what-is-automated-marketing-crm-that-ll-uses-is-infusionsoft/) - https://www.youtube.com/watch?v=HYHY6zm2Fwo This Webinar goes over what is Automated Marketing and shows you the CRM that Lodmell & Lodmell uses for Automated Marketing – which is InfusionSoft. This is a great webinar to watch and if you want to know more about InfusionSoft click on the link below to take you to InfusionSoft. Please contact kitty@lodmell.com
- [Building a Long-Term Asset Protection Practice](https://assetprotectioncouncil.com/resources/marketing-webinars/building-a-long-term-asset-protection-practice/) - January 5, 2017, Live, Interactive Webinar on "Building a Long-Term Asset Protection Practice" presented by Douglass S. Lodmell, J.D., LL.M., Managing Director, Asset Protection Council®. Topic: "Building a Long-Term Asset Protection Practice" Join host Douglass Lodmell, J.D., LL.M., Managing Partner of Lodmell & Lodmell, P.C., and founding Member of the Asset Protection Council® as he
- [Growing Your Practice With Asset Protection](https://assetprotectioncouncil.com/resources/legal-webinars/growing-your-practice-with-asset-protection/) - March 1, 2018 APC Webinar rebroadcast. This was a live webinar presented by Douglass Lodmell, J.D., LL.M. Growing Your Practice With Asset Protection Join host Douglass Lodmell, J.D., LL.M., Managing Partner of Lodmell & Lodmell, P.C., and founding Member of the Asset Protection Council® as he presents the tools and information you need to educate
- [Embracing Asset Protection As A Core Component Of Your Practice](https://assetprotectioncouncil.com/resources/legal-webinars/embracing-asset-protection-as-a-core-component-of-your-practice/) - May 4, 2017, APC Webinar rebroadcast. This was a live webinar presented by Douglass Lodmell, J.D., LL.M. Topic: Embracing Asset Protection As A Core Component Of Your Practice Join host Douglass Lodmell, J.D., LL.M., Managing Partner of Lodmell & Lodmell, P.C., and founding Member of the Asset Protection Council® as he presents the tools and
- [Adding Asset Protection To Your Estate Planning Practice Using The Bridge Trust®](https://assetprotectioncouncil.com/resources/marketing-webinars/adding-asset-protection-to-your-estate-planning-practice-using-the-bridge-trust/) - September 7, 2017 APC Webinar rebroadcast. This was a live webinar presented by Douglass Lodmell, J.D., LL.M. ADDING ASSET PROTECTION TO YOUR ESTATE PLANNING PRACTICE USING THE BRIDGE TRUST® Join host Douglass Lodmell, J.D., LL.M., Managing Partner of Lodmell & Lodmell, P.C., and founding Member of the Asset Protection Council® as he presents the tools
- [The Top "10" Questions You Are Going To Be Asked About Asset Protection](https://assetprotectioncouncil.com/resources/legal-webinars/the-top-10-questions-you-are-going-to-be-asked-about-asset-protection/) - November 2, 2017 APC Webinar rebroadcast. This was a live webinar presented by Douglass Lodmell, J.D., LL.M. The Top "10" Questions You Are Going To Be Asked About Asset Protection Join APC founding Member Douglass Lodmell, J.D., LL.M., for a live, interactive discussion on the "Top 10" questions you're sure to be asked by clients
- [Tax Considerations of Asset Protection Planning](https://assetprotectioncouncil.com/resources/legal-webinars/tax-considerations-of-asset-protection-planning-2/) - Janury 4, 2018, APC Webinar rebroadcast. This was a live webinar presented by Douglass Lodmell, J.D., LL.M. Tax Considerations of Asset Protection Planning Join APC founding Member Douglass Lodmell, J.D., LL.M., for a live, interactive discussion on the tax considerations and implications of the various entities included in your client's asset protection planning- and how
- [The APC Marketing Toolbox](https://assetprotectioncouncil.com/resources/legal-webinars/the-apc-marketing-toolbox/) - December 7, 2017 APC Webinar rebroadcast. This was a live webinar presented by Bryan Carmody, Director of Marketing, Lodmell & Lodmell, P.C. The APC Marketing Toolbox So you've added asset protection planning to your practice. Now what? Join Lodmell & Lodmell Director of Marketing Bryan Carmody for a live, interactive presentation on the marketing and
- [What is Asset Protection?](https://assetprotectioncouncil.com/resources/topic-by-topic/what-is-asset-protection/) - What does Asset Protection Really Mean? How does it Work? What are the things I find on the Internet? What gets me in trouble? How does on retain ownership and control of assets with proper planning. Irrevocable Trust – is it the solution? Asset protection is tax neutral when done right. Asset protection is not based on secrecy. Asset protection is not unethical. Asset protection cannot be done as a blatant fraudulent conveyance, or in the face of a lawsuit.
- [Private Retirement Trust](https://assetprotectioncouncil.com/resources/articles/california-prt/) - In litigation, flexibility is the key to winning. No litigator wants to go into the courtroom with only one argument. Prosecutors go for multiple ‘lesser included charges’ just to make sure they leave with a conviction. Defense attorneys prepare as many defenses as possible, even though just one winning argument is enough.
- [Asset Protection You Already Have](https://assetprotectioncouncil.com/resources/topic-by-topic/asset-protection-you-have/) - [su_youtube url=”https://www.youtube.com/watch?v=gQXWIRbV-Rw” width=”420″ height=”280″][vc_row][vc_column width=”1/1″][vc_video link=”https://www.youtube.com/watch?v=Crlk3YKah24″][vc_column_text disable_pattern=”true” align=”left” margin_bottom=”0″][/su_youtube] Topics & Questions Covered What asset protection do I already have? IRA’s & defined benefit plans are already protection. Bankruptcy exemptions, homestead, pensions, other assets insurance. If you have anything outside of the above asset protected tools, then you really need asset protection. Feel free to
- [The Legal System Supports Lawsuits](https://assetprotectioncouncil.com/resources/topic-by-topic/legal-system-supports-lawsuits/) - [su_youtube url=”https://www.youtube.com/watch?v=BcP38iChFzg” width=”420″ height=”280″][vc_row][vc_column width=”1/1″][vc_video link=”https://www.youtube.com/watch?v=Crlk3YKah24″][vc_column_text disable_pattern=”true” align=”left” margin_bottom=”0″][/su_youtube] Topics & Questions Covered The 4 Pillars – Contingent Fees, Attorney Advertising, Ethical Rules, Court Attitudes How the Ethics of the Legal System Has Changed Frivolous Lawsuits are Legal Extortion Why the Legal System is Broken Feel free to contact our office now, or at any
- [Legal Concepts of Asset Protection](https://assetprotectioncouncil.com/resources/topic-by-topic/legal-concepts-asset-protection/) - [su_youtube url=”https://www.youtube.com/watch?v=NUXELIeSdvg” width=”420″ height=”280″][vc_row][vc_column width=”1/1″][vc_video link=”https://www.youtube.com/watch?v=Crlk3YKah24″][vc_column_text disable_pattern=”true” align=”left” margin_bottom=”0″][/su_youtube] Topics & Questions Covered If you understand the corporate shield you can understand how asset protection works. Asset protection is a personal shield. The main domestic tool is the Limited Partnership in Arizona, Nevada, or Delaware. The key of the asset protection is the Asset Management
- [Fraudulent Conveyance](https://assetprotectioncouncil.com/resources/topic-by-topic/fraudulent-conveyance/) - [su_youtube url=”https://www.youtube.com/watch?v=7_U0NILlW_o” width=”420″ height=”280″][vc_row][vc_column width=”1/1″][vc_video link=”https://www.youtube.com/watch?v=Crlk3YKah24″][vc_column_text disable_pattern=”true” align=”left” margin_bottom=”0″][/su_youtube] Topics & Questions Covered What is fraudulent conveyance? Conveyance is mental intent, or a state of mind, not a crime. Conveyance is a remedy statute. Can you do asset protection if I have creditors? Feel free to contact our office now, or at any time during
- [Asset Protection Myths and Benefits](https://assetprotectioncouncil.com/resources/topic-by-topic/asset-protection-myths-benefits/) - A One Time Net Worth Insurance Fee Unlike liability insurance, asset protection insures the asset itself. In fact it protects assets that some insurances can't even cover. It is also very inexpensive per dollar covered compared to Insurance. Minimal Disruptions to Business From Potential Litigation During unforeseen circumstances such a lawsuit, an asset protection strategy
- [Family Limited Partnership](https://assetprotectioncouncil.com/resources/topic-by-topic/family-limited-partnership/) - https://www.youtube.com/watch?v=M9D0C59LHoc What are Family Limited Partnerships? An Family Limited Partnership (FLP) is a legal entity known as a Limited Partnership. While the Limited Partnership has been around for over 100 years, they became popular in the 1980’s when many real estate developers and investors began using this structure to assemble groups of unrelated investors. The
- [Limited Liability Company](https://assetprotectioncouncil.com/resources/topic-by-topic/limited-liability-company/) - [su_youtube url=”https://www.youtube.com/watch?v=sQTGC87emOU” width=”420″ height=”280″][vc_row][vc_column width=”1/1″][vc_video link=”https://www.youtube.com/watch?v=Crlk3YKah24″][vc_column_text disable_pattern=”true” align=”left” margin_bottom=”0″][/su_youtube] What is a Limited Liability Company Limited Liability Companies are the relative newcomer to the field of corporate entities. The LLC first began in Wyoming and Florida in the 1970’s. The purpose was to create a corporate structure, which had the benefits of a corporation, without
- [FLP vs. LLC - What's the Difference?](https://assetprotectioncouncil.com/resources/topic-by-topic/flp-llc-difference/) - Compared to the Family Limited Partnership (FLP), the Limited Liability Company (LLC) is the relative newcomer to the field. LLC’s began in the 1970′s in Wyoming and Florida. They create a corporate structure, and give the benefits of a corporation without the downside of double taxation. Prior to the LLC this was accomplished by using
- [Best Jurisdiction for Ltd. Partnerships](https://assetprotectioncouncil.com/resources/topic-by-topic/best-jurisdiction-limited-partnerships/) - [su_youtube url="https://www.youtube.com/watch?v=sQTGC87emOU" width="420" height="280"][/su_youtube] Does Jurisdiction Matter? There is no doubt that jurisdiction matters a great deal. This is particularly true for common estate and asset protection planning tools such as Limited Partnerships and Limited Liability Companies. The reason jurisdiction matters so much is because it is the very statues and case law of the
- [Charging Order Protection Limitations](https://assetprotectioncouncil.com/resources/topic-by-topic/limitations-charging-order-protection/) - Charging Order Plus: Another Layer of Asset Protection In some states, limited liability companies (“LLCs”) and family limited partnerships are protected by charging order statutes. A charging order is a judicial remedy that can be used by a creditor to collect from a debtor who owns an interest in certain types of business entities. Charging
- [Offshore Asset Protection Trust](https://assetprotectioncouncil.com/resources/topic-by-topic/offshore-asset-protection-trust/) - [su_youtube url="https://www.youtube.com/watch?v=sQTGC87emOU" width="420" height="280"][/su_youtube] Asset Protection Trusts Definition To understand what an Asset Protection Trust is, and how it works we must first look at the concept of a Trust itself. In the most basic terms: “A Trust is a legal relationship in which one person (Grantor) transfers something of value (Assets) to a 2nd
- [Offshore Trustee Checks & Balances](https://assetprotectioncouncil.com/resources/topic-by-topic/checks-balances-offshore-trustee/) - I am often asked what happens when the Trust does need to actually remove the assets from both the U.S. jurisdiction, and the control of the clients. How can a client be sure that the new foreign Trustee doesn’t run away with the money should we ever need to use the Trust? To answer this
- [Springable vs. Triggered Plans](https://assetprotectioncouncil.com/resources/topic-by-topic/springable-vs-triggered-plans/) - - COMING SOON - GO AHEAD AND SKIP TO LESSON 15 Feel free to contact our office now, or at any time during this course to get an analysis with our in-house Asset Protection Attorney or Analyst, please contact Kitty Lucarini at 1 (800) 231-7112 to schedule the phone appointment.
- [Filing Offshore Trusts - Belize First](https://assetprotectioncouncil.com/resources/topic-by-topic/filing-offshore-trusts/) - There’s more to Belize than the Barrier Reef and Mayan ruins. This country formerly known as the British Honduras, has aggressively promoted its offshore financial services sectors, including asset protection trusts. For one, the country has a well-established judicial framework that follows English common law. That is a hangover from the country’s colonial past, and
- [Tax Implications of Asset Protection](https://assetprotectioncouncil.com/resources/topic-by-topic/tax-implications-asset-protection/) - There is a frequent misconception that anything to do with asset protection must inevitably involve higher taxes, increased IRS scrutiny and other undesirable situations. Nothing could be further from the truth. Asset protection is not illegal, but should not be considered as a means of saving taxes. In fact, our asset protection plans are tax
- [Domestic Asset Protection Trusts](https://assetprotectioncouncil.com/resources/topic-by-topic/domestic-asset-protection-trusts/) - There is a lot of confusion about this subject. First let me define domestic asset protection. Domestic AP is any form of protection that relies on the laws of the United States for its ultimate security. This begins with the simple bankruptcy exemptions which are available to everyone and culminates with a domestic Domestic Asset
- [Safe vs. Risky Assets](https://assetprotectioncouncil.com/resources/topic-by-topic/safe-vs-risky-assets/) - The worst mistake when creating an asset protection plan is to mix safe and risky assets. For example, if we were to create an LLC we wouldn’t put your rental real estate property in there with a bunch of cash. If something happens to the real estate and the LLC gets sued, then you have
- [Protecting a Risky Business](https://assetprotectioncouncil.com/resources/topic-by-topic/protecting-risky-business/) - As asset protection advisors, we sometimes find that professionals and small-business owners tend to underestimate their potential for getting sued. For instance, it’s common to come across a woman who runs a home-based baby clothes business who thinks she is not really at risk of being sued. It’s a fallacy to think this way. If
- [Foreign Bank Accounts](https://assetprotectioncouncil.com/resources/topic-by-topic/foreign-bank-accounts/) - -COMING SOON- GO AHEAD AND SKIP TO LESSON 21 Feel free to contact our office now, or at any time during this course to get an analysis with our in-house Asset Protection Attorney or Analyst, please contact Kitty Lucarini at 1 (800) 231-7112 to schedule the phone appointment.
- [Funding Your Asset Protection Plan](https://assetprotectioncouncil.com/resources/topic-by-topic/tilting-assets/) - Tips for Funding Your Asset Protection Plan We've had a lot of interesting call lately regarding unfunded asset protection plans. An asset protection plan–a Family Limited Partnership combined with an International Wealth Management Trust–is only useful for protection against creditors if there are actually assets titled in the name of the plan. That should go
- [Pouring into a Revocable Living Trust](https://assetprotectioncouncil.com/resources/topic-by-topic/pouring-into-revocable-living-trust/) - -COMING SOON- GO AHEAD AND SKIP TO LESSON 23 Feel free to contact our office now, or at any time during this course to get an analysis with our in-house Asset Protection Attorney or Analyst, please contact Kitty Lucarini at 1 (800) 231-7112 to schedule the phone appointment.
- [Asset Protection in Divorce](https://assetprotectioncouncil.com/resources/topic-by-topic/asset-protection-divorce/) - As you might imagine, I get this question all the time! The answer is – it depends. Generally asset protection refers to situations where individuals or married couples are seeking to protect their assets and property from third parties, such as creditors and potential lawsuits. In terms of one spouse desiring to protect assets from
- [Protecting the Home without Homestead](https://assetprotectioncouncil.com/resources/topic-by-topic/protecting-family-home-without-homestead/) - Understanding How to Manage Risky Assets If you are a doctor and you own a practice this is probably one of your riskiest assets. What about your office building? How about real estate? If your office building or real estate have equity or are completely paid for, these are considered valuable assets. Not a good
- [Equity Stripping Real Property](https://assetprotectioncouncil.com/resources/topic-by-topic/equity-stripping-real-property/) - If questions about asset protection in financially unsafe times are on your mind, you’re not alone. In addition to wondering “how do I protect my assets from lawsuits?” one primary area of concern has been the preservation of purchasing power in uncertain economic times, because there are additional risks to your assets besides lawsuits. Let’s
- [In Re. Huber (Bankr. WA 2013)](https://assetprotectioncouncil.com/resources/case-summaries/in-re-huber-bankr-wa-2013/) - Will an Alaska Domestic Asset Protection Trust (DAPT) stand up to a Bankruptcy Trustee?
- [Battley v. Mortensen (2011)](https://assetprotectioncouncil.com/resources/case-summaries/battley-v-mortensen-2011/) - Does Bankruptcy Code Section 548(e) void a transfer to an Alaska DAPT, even if settlor was solvent at time of transfer?
- [SEC v. Solow (2010)](https://assetprotectioncouncil.com/resources/case-summaries/sec-v-solow-2010/) - What happens if the Planning works, but the facts are very bad?
- [Kilker v. Stillman (2012)](https://assetprotectioncouncil.com/resources/case-summaries/kilker-v-stillman-2012/) - Does simply creating an Asset Protection plan (and stating such) expose the Settlor to a fraudulent conveyance claim in California?
- [SEC v. Bilzerian (2001)](https://assetprotectioncouncil.com/resources/case-summaries/sec-v-bilzerian-2001/) - How effective is tirelessly and shamelessly defending an obviously losing battle over the assets of an Offshore Trust?
- [How Much Does This Cost and How Much in Assets Does a Client Need?](https://assetprotectioncouncil.com/resources/articles/how-much-does-this-cost-and-how-much-in-assets-does-a-client-need/) - The most common question I see from Attorneys interested in adding Asset Protection to their practice is: How much net worth does a client need to consider asset protection? And then how much is it going to cost them?
- [Attorney Webinar (Does Asset Protection Really Work?)](https://assetprotectioncouncil.com/resources/legal-webinars/attorney-webinar-does-asset-protection-really-work/) - https://www.youtube.com/watch?v=WZRzutVZxFU This webinar is designed for the Estate Planning and Business Planning attorney who is considering adding Asset Protection to their client offerings. It is an excellent summary of the History of Asset Protection and the distinctions between the International and the Domestic Asset Protection Trust. We also go over 6 seminal Asset Protection cases.
- [United States v. Grant (2008) (The Arline Grant Case)](https://assetprotectioncouncil.com/resources/case-summaries/united-states-v-grant-2008-the-arline-grant-case/) - Will an Offshore Asset Protection Trust hold up against an IRS attack?
- [Rush University Medical Center v. Roger Sessions](https://assetprotectioncouncil.com/resources/case-summaries/rush-university-medical-center-v-roger-sessions/) - What happens when the assets of an ‘offshore’ trust are not actually offshore and subjected to the jurisdiction of a U.S. Court?
- [MDY Industries, LLC v. Blizzard Entertainment, Inc.](https://assetprotectioncouncil.com/resources/case-summaries/mdy-industries-llc-v-blizzard-entertainment-inc/) - Should the member of a Single Member LLC (SMLLC) be held personally liable for the actions of the LLC in Arizona?
- [What is Fraudulent Conveyance? (An Analysis)](https://assetprotectioncouncil.com/resources/articles/what-is-fraudulent-conveyance-an-analysis/) - The concept of Fraudulent Conveyance is one of the most often asked about issues when I speak with a new client. In this article we will take a much closer look at what it really is.
- [Dahl v. Dahl (2015)](https://assetprotectioncouncil.com/resources/case-summaries/dahl-v-dahl-2015/) - ASSET PROTECTION ISSUE: Will a Domestic Asset Protection Trust (DAPT) set up in Nevada be effective or respected in a Utah Divorce case? CASE SUMMARY: The Dahl's were involved in an extended and extremely contentious divorce for many years. While this case is getting a fair amount of press about its 'failure' as a DAPT
- [WEBINAR (Privacy v. Secrecy)](https://assetprotectioncouncil.com/resources/legal-webinars/webinar-privacy-v-secrecy/) - https://www.youtube.com/watch?v=WZRzutVZxFU This Webinar provides a detailed discussion of the difference between a proper use of Privacy as opposed to the ill-advised idea that Secrecy someone works in an Asset Protection context.
- [The Checks and Balances Of Asset Protection](https://assetprotectioncouncil.com/resources/articles/the-checks-and-balances-of-asset-protection/) - How can a client be sure that the new foreign Trustee doesn’t run away with the money should we ever need to use the Trust?
- [Top 10 Objections](https://assetprotectioncouncil.com/resources/legal-webinars/top-10-objections/) - https://youtu.be/heQTZ8jr1O8 This Webinar provides a detailed discussion of the difference Top 10 Objections that an asset protection prospect might have.
- [Protecting Personal Wealth](https://assetprotectioncouncil.com/resources/marketing-tools/protecting-personal-wealth/) - With our Total Asset Preservation Solution, you’ll always know your money is secure and protected – so you can focus on living the life you want.
- [Banking Introductions](https://assetprotectioncouncil.com/resources/legal-tools/banking-introductions/) - As part of an asset protection strategy it is a common practice to have a certain portion of one’s wealth stored outside the country. Opening a Swiss bank account is one of the most popular options for many.
- [CEDR](https://assetprotectioncouncil.com/resources/partners/cedr/) - CEDR is a full concierge level resource for clients who are in private medical practice.
- [The Financial Advisor's Role: Wealth Preservation](https://assetprotectioncouncil.com/resources/legal-webinars/financial-advisor-role/) - https://youtu.be/xfp_LCdC0YM The Financial Advisor's Role for Wealth Preservation. This Webinar provides a detailed discussion of the Asset Protection Council membership and The Story of John Target. Would it help you to support your clients and grow your practice?
- [2016 Client Update Webinar](https://assetprotectioncouncil.com/resources/legal-webinars/2016-client-update-webinar/) - https://youtu.be/ecKLlLK5DHA 2016 Client Update Rebroadcast of the live webinar presented by Doug Lodmell, Managing Partner on October 29, 2015 for all Lodmell & Lodmell clients.
- [APC 1st Thursday October 2015:](https://assetprotectioncouncil.com/resources/legal-webinars/2016-client-update-webinar-2/) - https://youtu.be/ecKLlLK5DHA October 29, 2015, First Thursday rebroadcast webinar for Asset Protection in 2015. This was a live webinar presented by Doug Lodmell, Managing Partner. Topic: "Client Update"
- [2015 Year-End Summary Webinar](https://assetprotectioncouncil.com/resources/legal-webinars/2015-year-end-summary-webinar-2/) - December's 1st Thursday Webinar for 2015 Year-End Summary Rebroadcast of the live webinar presented by Doug Lodmell, Managing Partner on December 3, 2015 for all Lodmell & Lodmell clients.
- [2015 Year End Summary-APC 1st Thursday December 2015:](https://assetprotectioncouncil.com/resources/legal-webinars/2015-year-end-summary-webinar-2-2/) - December 3, 2015, First Thursday rebroadcast webinar for Asset Protection 2015. This was a live webinar presented by Doug Lodmell, Managing Partner. Topic: "2015 Year-End Summary"
- [Asset Protection in 2016 - Webinar Rebroadcast](https://assetprotectioncouncil.com/resources/legal-webinars/asset-protection-in-2016-webinar-rebroadcast/) - January 7, 2016, First Thursday rebroadcast webinar for Asset Protection in 2016. This was a live webinar presented by Doug Lodmell, Managing Partner.
- [2016 The Year You Add Asset Protection to your Practice-APC 1st Thursday January 2016:](https://assetprotectioncouncil.com/resources/legal-webinars/asset-protection-in-2016-webinar-rebroadcast-2/) - January 7, 2016, First Thursday rebroadcast webinar for Asset Protection in 2016. This was a live webinar presented by Doug Lodmell, Managing Partner. Topic: "2016 The Year You Add Asset Protection to Your Practice"
- [Tax Considerations of Asset Protection Planning](https://assetprotectioncouncil.com/resources/legal-webinars/tax-considerations-of-asset-protection-planning/) - April 7, 2016, First Thursday rebroadcast webinar for Asset Protection Council. This was a live webinar presented by Doug Lodmell, Managing Partner. Topic: "Tax Considerations of Asset Protection Planning"
- [The Key Concepts of Asset Protection-APC 1st Thursday June 2016](https://assetprotectioncouncil.com/resources/marketing-tools/the-key-concepts-of-asset-protection-apc-1st-thursday-june-2016/) - June 2, 2016, First Thursday rebroadcast webinar for Asset Protection in 2016. This was a live webinar presented by Doug Lodmell, Managing Partner. Topic: "The Key Concepts of Asset Protection" In this webinar, Mr. Lodmell introduces " The Key Concepts of Asset Protection", a comprehensive 15-part video series designed to help clients understand what Asset
- [5 Reasons Why the Bridge Trust® is Better Than a Foreign Asset Protection Trust-APC 1st Thursday July 2016](https://assetprotectioncouncil.com/resources/legal-webinars/5-reasons-why-the-bridge-trust-is-better-than-a-foreign-asset-protection-trust-apc-1st-thursday-july-2016/) - July 7, 2016, First Thursday rebroadcast webinar for Asset Protection. This was a live webinar presented by Douglass S. Lodmell, J.D., LL.M., Managing Director, Asset Protection Council™. Topic: "5 reasons why the Bridge Trust® is better than a foreign asset protection trust" This is a bold statement for those familiar with the benefits of a
- [A Real World Example Where Flexibility And Optics Made All The Difference](https://assetprotectioncouncil.com/resources/articles/a-real-world-example-where-flexibility-and-optics-made-all-the-difference/) - In litigation, flexibility is the key to winning. No litigator wants to go into the courtroom with only one argument. Prosecutors go for multiple ‘lesser included charges’ just to make sure they leave with a conviction. Defense attorneys prepare as many defenses as possible, even though just one winning argument is enough.
- [Who Needs Asset Protection?](https://assetprotectioncouncil.com/resources/articles/who-needs-asset-protection/) - Our legal system has come to resemble a perverse redistribution-of-wealth scheme that encourages plaintiffs, who risk nothing, to sue anyone who may appear to have the ability to pay.
- [Asset Protection: Dispelling the Myths - APC 1st Thursday August 2016](https://assetprotectioncouncil.com/resources/legal-webinars/asset-protection-dispelling-the-myths-apc-1st-thursday-august-2016/) - August 4, 2016, First Thursday rebroadcast webinar for Asset Protection. This was a live webinar presented by Douglass S. Lodmell, J.D., LL.M., Managing Director, Asset Protection Council™. Topic: "Dispelling the Myths of Asset Protection" Having specialized in Asset Protection since 1997, we routinely address the misconceptions and false ideas that many prospective clients have regarding
- [Why Real Estate Is Different](https://assetprotectioncouncil.com/resources/articles/why-real-estate-is-different/) - I often get questions that point to a very important distinction within asset protection. They basically go like this: "Doug I heard you describe why you consider real estate assets as different from cash or liquid assets because a local judge could order those properties sold no matter who they are titled too. What use is an LLC or an LP if the judge can disregard it?"
- [Key Concepts of Asset Protection: Podcast Series](https://assetprotectioncouncil.com/resources/marketing-tools/key-concepts-of-asset-protection-podcast-series/) - Welcome to the Key Concepts of Asset Protection. My name is Douglass Lodmell, Asset Protection attorney and founder of the Asset Protection Council. In this podcast series, you will learn about the 15 Key Concepts that I consider critical if you want to understand what Asset Protection Really is, and how it actually works. [audioalbum
- [Mr. and Mrs. K - An APC Affiliate Attorney Case Study](https://assetprotectioncouncil.com/resources/case-summaries/mr-and-mrs-k-an-apc-affiliate-attorney-case-study/) - Disclaimer The client information summarized here represents an actual client. Names and all identifying information has been removed or changed to protect the attorney client privilege. This information is designed to be used as an instructional tool only. Determining the appropriateness of any planning for any particular client must be done with respect to the
- [The Key Concepts of Asset Protection (The Dentist's Network)](https://assetprotectioncouncil.com/resources/articles/the-key-concepts-of-asset-protection-the-dentists-network/) - Fifteen years ago “asset protection” was a brand new area of law only a few experts were familiar with. Today it is well understood that asset protection means setting up specific legal tools which protect your assets from a creditor, while allowing you and your family to use and benefit from those assets as you
- [COVID-19 Proof Your Retirement Assets Using a Private Retirement Trust](https://assetprotectioncouncil.com/resources/articles/covid-19-proof-your-retirement-assets-using-a-prt/) - We are all truly facing unprecedented times. The COVID-19 pandemic has impartially and almost instantly impacted our lives globally, socially and economically in ways never before seen in this great Country’s history. Financial experts opine that the U.S. economy may shrink by fifteen percent (15%) in the three months to June and the national unemployment rate may jump from 3.9% to 6%. According to recession forecasters, a significant jump in the unemployment rate signals an imminent recession.
- [Why is an Arizona holding company preferred, and how are the limited rulings to charging orders an advantage?](https://assetprotectioncouncil.com/resources/articles/arizona-limited-partnership-holding-company/) - A client recently asked: Why is an Arizona holding company is preferred, and how are the limited rulings to charging orders an advantage? What if I don't live in Arizona do I need to file taxes there? The AZ LP as my preferred choice as a holding company has to do with some specific features.
- [The Mind of Money: Ep1_The Offshore Banking Component](https://assetprotectioncouncil.com/resources/asset-protection-podcast/the-mind-of-money-ep1_the-offshore-banking-component/) - The Mind of Money is BACK!!! The classic talk show, hosted by APC Founder, Douglass Lodmell has tackled issues around finances, asset protection, and wealth management among other topics related to wealth preservation. The return of The Mind of Money kicks off with very special guests, Douglass’ brother and niece, Benjamin and Sophia Lodmell. Join
- [Adding Employee Handbooks and HR consulting](https://assetprotectioncouncil.com/resources/marketing-tools/adding-employee-handbooks-and-hr-consulting/) - CEDR is a full concierge level resource for clients who are in private medical practice.
- [Intellectual Properties Licensing Agreement and Permission of Use Standards and Instructions](https://assetprotectioncouncil.com/resources/marketing-tools/intellectual-properties-licensing-agreement-and-permission-of-use-standards-and-instructions/) - We are delighted you have chosen to provide Asset Protection planning to your clients through the Asset Protection Council® (APC), Lodmell & Lodmell's Affiliate Attorney Program. We have developed legal tools over many years and created a brand we are proud of. As a member in good standing of the Asset Protection Council® you have
- [IRS Finalizes Reporting Requirements for Foreign-Owned U.S. Disregarded Entities](https://assetprotectioncouncil.com/resources/topic-by-topic/irs-finalizes-reporting-requirements-for-foreign-owned-u-s-disregarded-entities/) - The Internal Revenue Service and Department of the Treasury recently finalized regulations that create additional reporting requirements for foreign-owned entities in the United States. Specifically, the new rules require domestic disregarded entities wholly owned by a foreign individual (single-member LLCs) to annually identify its beneficial owner to the IRS in a Form 5472 filing. The
- [Investing in Overseas Real Estate](https://assetprotectioncouncil.com/resources/topic-by-topic/investing-in-overseas-real-estate/) - The term “global marketplace” has never been more descriptive-particularly when it comes to real estate. There are numerous reasons why many of our clients invest in property overseas, including asset protection, portfolio diversification, retirement planning, privacy, and tax savings. Real estate is not only a very stable investment in many foreign countries, it is also
- [Asset Protection: Document Preparation and Production](https://assetprotectioncouncil.com/resources/legal-webinars/asset-protection-document-preparation-and-production/) - September 1, 2016, First Thursday rebroadcast webinar for Asset Protection. This was a live webinar presented by Ms. Kitty Lucarini, Director of Affiliate Attorneys / Client Service and Production Manager, Asset Protection Council™. Topic: "Document Preparation and Tools for Asset Protection" In this rebroadcast of the First Thursday webinar, Ms. Lucarini discusses Document Preparation, Filing
- [The Asset Protection Client - APC 1st Thursday November 2016](https://assetprotectioncouncil.com/resources/legal-webinars/the-asset-protection-client-apc-1st-thursday-november-2016/) - November 3, 2016, First Thursday rebroadcast webinar for Asset Protection. This was a live webinar presented by Douglass S. Lodmell, J.D., LL.M., Managing Director, Asset Protection Council®. Topic: "The Asset Protection Client" Join Webinar Host Douglass Lodmell, J.D., LL.M., as he discusses the tools and information you need to identify, educate and retain clients for
- [Why Choose The Bridge Trust® - APC 1st Thursday December 2016](https://assetprotectioncouncil.com/resources/legal-webinars/why-choose-the-bridge-trust-apc-1st-thursday-december-2016/) - December 1, 2016, First Thursday rebroadcast webinar for Asset Protection. This was a live webinar presented by Douglass S. Lodmell, J.D., LL.M., Managing Director, Asset Protection Council®. Topic: "Why Choose The Bridge Trust®" Join host Douglass Lodmell, J.D., LL.M., Managing Partner of Lodmell & Lodmell, P.C., and founding Member of the Asset Protection Council® as
- [Adding Asset Protection to Your Practice with The Bridge Trust®](https://assetprotectioncouncil.com/resources/legal-webinars/adding-asset-protection-to-your-practice-with-the-bridge-trust/) - December 13, 2016, Live, Interactive Webinar on Adding Asset Protection to Your Practice presented by Douglass S. Lodmell, J.D., LL.M., Managing Director, Asset Protection Council®. Topic: "Adding Asset Protection to Your Practice with the Bridge Trust®" Join host Douglass Lodmell, J.D., LL.M., Managing Partner of Lodmell & Lodmell, P.C., and founding Member of the Asset
- [Adding Asset Protection To Your Practice  - APC Introductory Webinar](https://assetprotectioncouncil.com/resources/legal-webinars/adding-asset-protection-to-your-practice-apc-introductory-webinar/) - February 3, 2017, APC Webinar rebroadcast. This was a live webinar presented by Douglass Lodmell, J.D., LL.M. Topic: Adding Asset Protection To Your Practice Join host Douglass Lodmell, J.D., LL.M., Managing Partner of Lodmell & Lodmell, P.C., and founding Member of the Asset Protection Council® as he presents the tools and information you need to
- [Asset Protection Planning for Professional Athletes and Entertainers](https://assetprotectioncouncil.com/resources/legal-webinars/asset-protection-planning-for-professional-athletes-and-entertainers/) - March 2, 2017, APC Webinar rebroadcast. This was a live webinar presented by Douglass Lodmell, J.D., LL.M. with guest Joseph C. Longo, Esq. Topic: Asset Protection Planning for Professional Athletes and Entertainers Join APC founding Member Douglass Lodmell, J.D., LL.M., and Special Guest Joesph C. Longo, Esq., for a live, interactive and actionable presentation for
- [Integrating Tax Planning and Asset Protection with Estate Planning](https://assetprotectioncouncil.com/resources/legal-webinars/integrating-tax-planning-and-asset-protection-with-estate-planning/) - April 6, 2017, APC Webinar rebroadcast. This was a live webinar presented by Douglass Lodmell, J.D., LL.M. with guest Tom Wheelwright, CPA. Topic: Integrating Tax Planning and Asset Protection with Estate Planning Join APC founding Member Douglass Lodmell, J.D., LL.M., and Special Guest Tom Wheelwright, CPA, as they discuss integrating income tax planning and asset
- [Navigating the Complex Employment and Labor Law Landscape](https://assetprotectioncouncil.com/resources/legal-webinars/navigating-the-complex-employment-and-labor-law-landscape/) - June 1, 2017, APC Webinar rebroadcast. This was a live webinar presented by Guest Host Paul Edwards, CEO and Co-Founder, CEDR HR Solutions. Topic: Navigating the Complex Employment and Labor Law Landscape Mr. Edwards leads a concise, actionable and interactive presentation for legal professionals on recognizing HR threats to lessen liability. As trusted advisors, you
- [Asset Protection Case Studies](https://assetprotectioncouncil.com/resources/legal-webinars/asset-protection-case-studies/) - July 6, 2017, APC Webinar rebroadcast. This was a live webinar presented by Douglass Lodmell, J.D., LL.M. Topic: Asset Protection Case Studies Join host Douglass Lodmell, J.D., LL.M., Managing Partner of Lodmell & Lodmell, P.C., and founding Member of the Asset Protection Council® as he leads a live, interactive discussion on two seminal asset protection
- [APC Webinar: Private Retirement Trust®](https://assetprotectioncouncil.com/resources/legal-webinars/apc-webinar-private-retirement-trust/)
- [The Quantum Living Trust®](https://assetprotectioncouncil.com/resources/news/thequantumlivingtrust/)
- [Understanding The Bridge Trust®](https://assetprotectioncouncil.com/resources/news/thebridgetrust/)
- [Life Insurance Analysis](https://assetprotectioncouncil.com/resources/asset-protection-podcast/life-insurance-analysis/)
- [SEO vs PPC](https://assetprotectioncouncil.com/resources/asset-protection-podcast/seo-vs-ppc/)
- [Should you care about Cryptocurrency](https://assetprotectioncouncil.com/resources/asset-protection-podcast/should-you-care-about-cryptocurrency/)
- [Can Real Estate be Protected?](https://assetprotectioncouncil.com/resources/asset-protection-podcast/can-real-estate-be-protected/)
- [The Ideal Asset Protection Client](https://assetprotectioncouncil.com/resources/asset-protection-podcast/the-ideal-asset-protection-client/)
- [The Power of the Annual Review](https://assetprotectioncouncil.com/resources/asset-protection-podcast/the-power-of-the-annual-review/)
- [Should I Have My Own Asset Protection Plan](https://assetprotectioncouncil.com/resources/asset-protection-podcast/should-i-have-my-own-asset-protection-plan/)
- [Strategy vs Tactics](https://assetprotectioncouncil.com/resources/asset-protection-podcast/strategy-vs-tactics/)
- [The Value of Core Values](https://assetprotectioncouncil.com/resources/asset-protection-podcast/the-value-of-core-values/)
- [How to Manage Your AMLP](https://assetprotectioncouncil.com/resources/asset-protection-podcast/how-to-manage-your-amlp/)
- [Online Marketing 101](https://assetprotectioncouncil.com/resources/asset-protection-podcast/online-marketing-101/)
- [Asset Protection and Banking](https://assetprotectioncouncil.com/resources/asset-protection-podcast/asset-protection-and-banking/)
- [How to Manage Your Bridge Trust](https://assetprotectioncouncil.com/resources/asset-protection-podcast/how-to-manage-your-bridge-trust/)
- [Automobile Accidents](https://assetprotectioncouncil.com/resources/asset-protection-podcast/automobile-accidents/)
- [Three Financial Lessons I Give My Kids](https://assetprotectioncouncil.com/resources/asset-protection-podcast/three-financial-lessons-i-give-my-kids/)
- [Medicaid and The Bridge Trust](https://assetprotectioncouncil.com/resources/asset-protection-podcast/medicaid-and-the-bridge-trust/)
- [Where to Put Your Rental Real Estate](https://assetprotectioncouncil.com/resources/asset-protection-podcast/where-to-put-your-rental-real-estate/)
- [Wealth Formula Podcast: Are You Ready for an Asset Protection Knife-Fight?](https://assetprotectioncouncil.com/resources/articles/wealth-formula-podcast-are-you-ready-for-an-asset-protection-knife-fight/) - Doug recently did a podcast hosted by Buck Joffrey of Wealth Formula! "If you can’t explain it, you don’t understand it. Remember that the next time you look across the table at a financial advisor type and feel confused. Ask yourself if you could explain what you were just told to someone else with some
- [Valentine’s Day starts prenup season](https://assetprotectioncouncil.com/resources/articles/valentines-day-starts-prenup/) - If Cupid has finally found his mark and you are engaged and planning a wedding, don’t forget to budget time and money for a prenuptial agreement (or “prenup”).
- [Southpac Trust Offshore Planning Institute Conference 2017](https://assetprotectioncouncil.com/resources/news/southpac-trust-offshore-planning-institute-conference-2017/) - The Asset Protection Council® was well represented recently at the Southpac Trust Offshore Planning Institute Conference 2017 in Las Vegas, Nevada. APC Affiliate Members Ike Devji, Brent Gunderson, Bruce Johnson, Joe Longo , Neal Rubin and Linda Sampson joined council founder and featured speaker Doug Lodmell, J.D., LL.M. for the event. Joining Doug on the
- [Entities Must Now Report Specified Foreign Assets on Form 8938](https://assetprotectioncouncil.com/resources/articles/entities-must-now-report-specified-foreign-assets-on-form-8938/) - Recently created rules outlining IRS reporting requirements for entities with foreign asset holdings or transactions are in effect this tax season - and failing to follow the new rules can result in significant penalties. The rules will require covered domestic corporations, partnerships and trusts - which are considered formed or availed of for the purpose
- ["A Perfect Summer: Your Asset Protection Survival Guide"](https://assetprotectioncouncil.com/resources/news/independent-business-media-magazine-features-asset-protection-attorney-ike-devji-2/) - APC Member Attorney Ike Devji is featured in the Mid Summer 2016 edition of the Independent Business Magazine. In the article, "A Perfect Summer: Your Asset Protection Survival Guide" Mr. Devji shares his experiences with managing the "100 Deadliest Days" of Summer. Named among Worth Magazine's Leading Wealth and Legal Advisors, Attorney Ike Devji has
- [Independent Business Media Magazine Features Asset Protection Attorney Ike Devji](https://assetprotectioncouncil.com/resources/articles/independent-business-media-magazine-features-asset-protection-attorney-ike-devji/) - APC Member Attorney Ike Devji is featured in the April 2016 edition of the Independent Business Magazine. In the article, "A Passion For Protection: It's Not Just What You Make, But What You Keep," Mr. Devji shares his personal experiences on the need for asset protection and his motivation for becoming an expert in this
- [Attorney Ike Devji: The Vital Role of P&C Insurance in Asset Protection](https://assetprotectioncouncil.com/resources/articles/attorney-ike-devji-the-vital-role-of-pc-insurance-in-asset-protection/) - Read APC Member Attorney Ike Devji's new article in Independent Business Magazine on the layers of liability insurance required to create an insurance “program” that is always the first line of defense in any competent asset protection plan. We cannot strongly enough stress the importance of this coverage including a personal liability umbrella on home
- [APC Member Ike Devji to speak at Financial Planning Association of Colorado](https://assetprotectioncouncil.com/resources/news/apc-member-ike-devji-to-speak-at-financial-planning-association-of-colorado/) - The Financial Planning Association of Colorado has announced that APC Member Attorney Ike Devji will be a featured speaker at their upcoming Chapter meeting on Friday March 18, 2016 at the Wellshire Event Center, 3333 S. Colorado Blvd. Denver, Colorado. Mr. Devji's presentation, "Asset Protection Strategies for the Value-Added Advisory Practice" will provide insight on
- [APC Member Hosts Virtual Wealth and Legacy Building Summit](https://assetprotectioncouncil.com/resources/news/apc-member-hosts-virtual-wealth-and-legacy-building-summit/) - Asset Protection Council™ Member and Lodmell & Lodmell affiliate, San Diego Estate Planning Attorney Kristina R. Hess, has brought together 8 master teachers who have each built successful practices or organizations and mastered their fields of business, tax, legal, wealth management and coaching - as participants in the an online Wealth and Legacy Building Summit.
- [Asset Protection for Powerball Winners](https://assetprotectioncouncil.com/resources/news/asset-protection-for-powerball-winners/) - One of our affiliate attorney's Ike Devji' discusses asset protection for Powerball winners on the local news in Phoenix, AZ. Follow the link to watch the clip. https://www.wfsb.com/story/30961986/can-arizona-lottery-winners-stay-anonymous
- [Fide Marketing](https://assetprotectioncouncil.com/resources/partners/fide-marketing/) - Flow Simple offers "headache free" online marketing services to business owners.
- [How to Pick an Asset Protection Lawyer](https://assetprotectioncouncil.com/resources/articles/how-to-pick-an-asset-protection-lawyer/) - The last four years has created an explosion in the Asset Protection planning field due to both the large number of people who have finally realized that their wealth is more finite and fragile than they ever imagined and the litigation boom that inevitably follows tough times.

## Pages

- [Home](https://assetprotectioncouncil.com/) - Unmatched Asset ProtectionCollaborate with us for your unique needs Strategic Consultation Aligned with Your GoalsStrategic Consultation Aligned with Your GoalsAs part of our nationwide network of legal, financial, and tax professionals, we provide innovative solutions like the Bridge Trust®. Get started todayGet started todayComplete Asset Protection Services We strive for excellence and diversity as a
- [Become an Affiliate Member](https://assetprotectioncouncil.com/about-apc/become-an-affiliate/) - Schedule a Call Schedule a Call with us to answer any questions and have a consultation to determine if your practice is a good fit for the APC and we are a good fit for you.Schedule a Call Full Name * Your Email * City * State * Phone * Practice Area * × Download
- [Video Library](https://assetprotectioncouncil.com/video-library/) - Welcome to our Video Library. Here you’ll find a curated collection of asset protection insights, webinars, and client updates to help you stay ahead and make informed decisions. Browse our content below, and if anything sparks a question or you’d like to learn more about how we can help, don’t hesitate to reach out —
- [The California Private Retirement Trust](https://assetprotectioncouncil.com/asset-protection/california-prt/) - Secure Your Retirement Savings with California’s Comprehensive Asset Protection SolutionIn an ever-changing legal landscape, safeguarding your assets has never been more critical. The California Private Retirement Trust (PRT) offers a powerful solution for those seeking to protect their hard-earned retirement savings from creditors. Unlike traditional qualified retirement plans, which have seen reduced protections in California,
- [Member Directory Test](https://assetprotectioncouncil.com/member-directory-test/) - SearchLocationLocationAlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingBusiness FocusBusiness FocusAsset ProtectionBusiness PlanningCertified Financial PlannerElder LawEstate PlanningFinancial AdvisorFirearms PlanningInsuranceMedicaid PlanningProbate LawPuerto Rico Tax PlanningReal EstateTax LawTrustsWealth and Investment ManagementSearch SearchLocationLocationAlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingBusiness FocusBusiness FocusAsset ProtectionBusiness PlanningCertified Financial PlannerElder LawEstate
- [Master Asset Protection in 2024](https://assetprotectioncouncil.com/master-asset-protection-in-2024/) - 2024 Asset Protection MasterclassJoin Douglass Lodmell, a leading expert in asset protection, for an exclusive masterclass designed specifically for attorneys. Enhance your practice by mastering effective asset protection strategies and learning how to offer advanced planning tools to your clients. Discover how to safeguard assets from creditors, maximize exemptions, and utilize innovative solutions like The
- [Resources](https://assetprotectioncouncil.com/resources/) - News Understanding The Bridge Trust®Laz2023-06-19T19:13:50+00:00August 31, 2020|Read More The Quantum Living Trust®Laz2023-06-19T19:14:28+00:00August 31, 2020|Read More Southpac Trust Offshore Planning Institute Conference 2017Laz2017-06-16T18:27:19+00:00June 16, 2017|Read More MORE POSTSBlog Private Retirement TrustDoug2024-10-31T13:28:41+00:00October 29, 2024|Read More Why is an Arizona holding company preferred, and how are the limited rulings to charging orders an advantage?Doug2024-02-21T12:26:19+00:00October 5, 2020|Read More COVID-19
- [About Asset Protection Council ®](https://assetprotectioncouncil.com/about-apc/) - The Asset Protection Council: Safeguarding Assets with Innovation and ExpertiseAsset Protection Council® (APC) is a nationwide network of affiliate Attorneys, CPAs, and Financial Advisors who are focused on providing a unified approach and access to the breakthrough Asset Protection Concept called The Bridge Trust ® for our affiliates and their clients. Created by Lodmell & Lodmell
- [Become an Affiliate Member](https://assetprotectioncouncil.com/about-apc/become-an-affiliate/sign-up/) - Join Our Network as an Affiliate MemberInterested in expanding your practice’s offerings and growing your client base? Becoming an Affiliate Member with our organization allows you to tap into a wealth of knowledge and resources in the field of asset protection. Fill out the form to start the process of becoming an Affiliate Member today,
- [Become an Affiliate Member](https://assetprotectioncouncil.com/test/) - Join Our Network as an Affiliate MemberInterested in expanding your practice’s offerings and growing your client base? Becoming an Affiliate Member with our organization allows you to tap into a wealth of knowledge and resources in the field of asset protection. Fill out the form to start the process of becoming an Affiliate Member today,
- [Thank You](https://assetprotectioncouncil.com/about-apc/become-an-affiliate/sign-up/become-an-affiliate-thank-you/) - Thank you for expressing interest in becoming an Affiliate Member. We look forward to partnering with you to set a new benchmark in asset protection for your clients.
- [What is The Bridge Trust ®](https://assetprotectioncouncil.com/about-apc/bridge-trust/) - Offshore Protection with Domestic SimplicityThe Bridge Trust ® is a breakthrough Asset Protection concept which “bridges” the best features of the Foreign Asset Protection Trust (FAPT) yet is even easier to use and maintain than the Domestic Asset Protection Trust (DAPT). The Bridge Trust ® is a fully registered Asset Protection Trust with a certificate
- [Key Concepts of Asset Protection](https://assetprotectioncouncil.com/asset-protection/key-concepts-of-asset-protection/) - A fifteen part video series that provides an in-depth review of the uniquely effective legal tools used to protect assets. Asset Protection Council® Members are provided access to this comprehensive video series for inclusion on your professional website. This video series is direct and to the point. It is designed to help your clients understand
- [Affiliate Thank You](https://assetprotectioncouncil.com/about-apc/become-an-affiliate/affiliate-thank-you/) - Thank you for contacting Asset Protection Council. A member of our team will contact you soon. Asset Protection Council ™ 8160 E. Butherus Drive, Suite 4, Scottsdale AZ 85260 (480) 454-8880
- [Podcasts](https://assetprotectioncouncil.com/podcasts/) - Navigating the Landscape of Asset Protection Welcome to our comprehensive hub for podcasts dedicated entirely to the subject of asset protection. Each series hosted here, whether it focuses on the nuances of real estate protection or the broader aspects of safeguarding wealth, is meticulously crafted by experts in the field to provide invaluable insights and
- [Swiss Banking](https://assetprotectioncouncil.com/asset-protection/swiss-banking/) - A Cornerstone in Asset ProtectionSwiss Banking, renowned worldwide for its long banking history and stability, has long been considered a safe haven for individuals and corporations seeking to protect their assets. Offering stringent banking laws, political and economic stability, and a sophisticated financial infrastructure, Swiss banking serves as a reliable cornerstone for international asset protection
- [Foreign Asset Protection Trusts](https://assetprotectioncouncil.com/asset-protection/foreign-trusts/) - Balancing Robust Protection and Practical Considerations with Offshore TrustsExploring the world of asset protection often leads us beyond domestic borders. One such powerful tool is the Cook Islands Trust, established by the International Trusts Act of 1984. Unique Strengths of a Cook Islands Trust The Cook Islands Trust stands apart due to its immunity to
- [Asset Protection](https://assetprotectioncouncil.com/asset-protection/) - Asset protection planning is not merely a financial strategy; it’s a prudent step towards securing a robust future for you and your loved ones. The fundamental principle of asset protection is not to obscure assets or elude tax obligations, but to form a solid defense against potential unanticipated claims and unwarranted legal threats. An All-Encompassing
- [Other Professionals](https://assetprotectioncouncil.com/other-professionals/) - Welcome to the Asset Protection Council® (APC), a leading network bringing together diverse professionals across the country, including Attorneys, CPAs, Financial Advisors, and more. We’re dedicated to offering a unified approach to asset protection, granting access to the pioneering asset protection concept known as The Bridge Trust®. Founded by Lodmell & Lodmell®, the APC allows
- [Financial Advisors](https://assetprotectioncouncil.com/financial-advisors/) - Welcome to the Asset Protection Council® (APC) – a revolutionary network of nationwide Attorneys, CPAs, and Financial Advisors. We are committed to providing a cohesive approach and access to the groundbreaking asset protection concept: The Bridge Trust®. The APC was established by Lodmell & Lodmell® to offer affiliate members the unique opportunity to extend the
- [CPAs](https://assetprotectioncouncil.com/cpas/) - Certified Public Accountants (CPAs)Welcome to the Asset Protection Council® (APC), a trailblazing network uniting Certified Public Accountants (CPAs), Attorneys, and Financial Advisors across the nation. We are dedicated to delivering a comprehensive approach to asset protection, extending access to the pioneering concept of The Bridge Trust®. Conceived by Lodmell & Lodmell®, the APC empowers affiliate
- [Lawyers](https://assetprotectioncouncil.com/lawyers/) - Welcome to the Asset Protection Council® (APC), a broad network connecting affiliate lawyers across the nation, committed to providing a unified approach to asset protection. We offer access to the groundbreaking asset protection concept known as The Bridge Trust®. Why Join the APC? Asset protection planning is a specialized field requiring deep knowledge and expertise
- [IRAs](https://assetprotectioncouncil.com/exemption-planning/bankruptcy-exemptions/iras/) - Safeguarding Your IRAsRetirement savings represent a significant portion of an individual’s wealth, often painstakingly built up over many years of hard work. It’s only natural to want to protect these savings, especially in the face of financial adversity. Bankruptcy exemptions for Individual Retirement Accounts (IRAs) play a critical role in doing just that. Let’s delve
- [Erisa Plans](https://assetprotectioncouncil.com/exemption-planning/bankruptcy-exemptions/erisa-plans/) - A Comprehensive Guide to Employee Retirement SecurityThe Employee Retirement Income Security Act of 1974 (ERISA) transformed the landscape of American pensions and retirement plans. By establishing standards to ensure the financial soundness and fairness of these plans, ERISA plays a critical role in safeguarding the retirement income of millions of American workers. This page provides
- [Homestead](https://assetprotectioncouncil.com/exemption-planning/bankruptcy-exemptions/homestead/) - A Key Provision in Bankruptcy LawThe Homestead Exemption is a significant provision in bankruptcy law, offering crucial protections for homeowners facing bankruptcy. This exemption allows an individual to exempt or shield a certain amount of equity in their primary residence from bankruptcy proceedings, thereby ensuring that individuals do not lose their homes in the process
- [Bankruptcy Exemptions](https://assetprotectioncouncil.com/exemption-planning/bankruptcy-exemptions/) - The Safety Net of Financial DistressGoing through a bankruptcy process can be daunting and stressful. However, an important aspect to remember is that bankruptcy laws are designed not just to provide relief to creditors, but also to offer a fresh start to debtors. To ensure that individuals who file for bankruptcy aren’t left destitute, the
- [Homestead Exemption](https://assetprotectioncouncil.com/exemption-planning/homestead-exemption/) - A Shield for Your HomeUnderstanding homestead exemptions can play a crucial role in protecting one of your most valuable assets – your home. Often, homeowners are unaware of the extent of legal protection available to them, and how it can safeguard their property from creditor claims or other financial liabilities. In this article, we’ll delve
- [The Private Retirement Trust®](https://assetprotectioncouncil.com/exemption-planning/the-private-retirement-trust-ca-only/) - Your Powerful Shield Against Asset Risks in CaliforniaThe world of asset protection is complex, and often, options involve transferring ownership or making irrevocable decisions. However, California residents have access to a unique, little known, yet potent creditor exemption statute that protects a Californian’s “can’t-lose” retirement assets: The Private Retirement Trust® (PRT®). Designed specifically to leverage
- [Exemption Planning](https://assetprotectioncouncil.com/exemption-planning/) - Optimizing Asset ProtectionNavigating the complex terrain of financial asset protection involves understanding exemption planning. This process involves structuring your wealth in a manner that shields as much of it as possible from potential creditors, while retaining ownership. The specifics of what assets are exempt differ vastly across states, and often involve federal laws too. Therefore,
- [Protecting Real Estate](https://assetprotectioncouncil.com/asset-protection/protecting-real-estate/) - Secure Your Investments and Ensure Your Financial FutureReal estate represents one of the most valuable assets in an individual’s portfolio. However, it’s also a category of property that’s subject to numerous potential threats, from market instability to legal issues. As such, it’s essential for investors to understand how they can effectively protect their real estate
- [Key Concepts of Protecting Real Estate](https://assetprotectioncouncil.com/asset-protection/protecting-real-estate/key-concepts-of-protecting-real-estate/) - Protecting Your Real Estate Assets: Advanced Strategies to Safeguard Your Property Investment Real Estate is a valuable asset, but also one of the hardest to protect. Unlike cash and other liquid assets, it cannot be moved away from a lawsuit. However, with the right strategies and understanding, you can protect your real estate just as
- [Understanding How Assets are Protected](https://assetprotectioncouncil.com/about-apc/understanding-how-assets-are-protected/) - The Asset Protection Council: Safeguarding Assets with Innovation and ExpertiseWelcome to our comprehensive course: Understanding How Assets are Protected: Master Class. This one-hour journey is designed to provide you with a solid understanding of how to safeguard your assets effectively. We aim to mirror the master class offered by Douglass S. Lodmell, J.D., LL.M., recognized
- [Find Your Asset Protection Attorney](https://assetprotectioncouncil.com/become-a-client/) - What is Asset Protection Council®?The Asset Protection Council® is the nation’s leading affiliation of attorneys dedicated to providing excellence in the practice area of Asset Protection. Our Affiliates are in virtually every area of the country and have a wealth of knowledge and expertise beyond just Asset Protection. Most are experienced in Estate Planning and
- [Limited Liability Companies (LLC)](https://assetprotectioncouncil.com/asset-protection/charging-order-protection-cop-entities/limited-liability-companies-llc/) - A Legal Perspective on Limited Liability Companies (LLCs)Limited Liability Companies (LLCs) are widely recognized forms of business entities that combine features of partnerships and corporations, providing remarkable flexibility and protection to business owners. From a legal standpoint, the structure and benefits of LLCs offer insights into their operation and why they are an attractive business
- [Limited Partnerships (LP)](https://assetprotectioncouncil.com/asset-protection/charging-order-protection-cop-entities/limited-partnerships-lp/) - A Legal Perspective on Limited Partnerships (LPs)Limited Partnerships (LPs) are a unique type of partnership that consists of at least one general partner and one or more limited partners. They are frequently used in situations where investors wish to participate in the profits and losses of a business without becoming involved in its management or
- [Charging Order Protection “COP” Entities](https://assetprotectioncouncil.com/asset-protection/charging-order-protection-cop-entities/) - Navigating the Waters of Charging Orders: Safeguard Your Assets EffectivelyA critical aspect of asset protection involves understanding the nuances of various legal tools at your disposal. One such tool is the Charging Order, a provision designed to safeguard the assets within Limited Liability Companies (LLCs) and Limited Partnerships (LPs). It restricts a creditor who has
- [Domestic Asset Protection Trusts](https://assetprotectioncouncil.com/asset-protection/domestic-trusts/) - Understanding the Strengths and Weaknesses of Domestic Trusts for Asset ProtectionAlaska pioneered the concept of asset protection trusts in the United States in 1998, amidst debates around their alignment with US public policy. Since then, 15 more states have followed suit, acknowledging the legality and propriety of individuals protecting their wealth from unforeseen creditors and
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- [Key Concepts of Real Estate](https://assetprotectioncouncil.com/key-concepts-of-real-estate/)
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- [The Key Concepts of Asset Protection](https://assetprotectioncouncil.com/the-key-concepts-of-asset-protection/) - [su_heading size="16" class="section-title"]A fifteen part video series that provides an in-depth review of the uniquely effective legal tools used to protect assets.[/su_heading] [su_row][su_column size="2/3"] If you can't see these video presentations on your mobile device, CLICK HERE If you can't
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- [Legal Tools to Protect Assets from Lawsuits and Judgments](https://assetprotectioncouncil.com/legal/legal-tools/) - [column width="1/1" last="true" title="" title_type="single" animation="from-top" implicit="true"] [blog layout="small" column="2" count="8" show_content="true" nopaging="true" cat="77" posts="2652"] [/blog] [column parallax_bg="to-centre" parallax_bg_inertia="-0.2" extended="false" extended_padding="true" background_color="" background_image="" background_repeat="" background_position="" background_size="auto" background_attachment="" hide_bg_lowres="false" background_video="" vertical_padding_top="0" vertical_padding_bottom="0" more_link="" more_text="" left_border="transparent" class="" id="" title="Tools" title_type="no-divider" animation="none" width="1/2"] [column_1 width="1/1" last="true" title="undefined" title_type="undefined" animation="none" implicit="true"] [linkarea background_color="accent1" hover_color="accent3" href="https://assetprotectioncouncil.com/wp-content/uploads/2014/01/SAMPLE-Flowchart-for-AMLP-IWMT-3-LLC-RLT.pdf" target="_blank" icon="" icon_color="" icon_size="8"
- [Partners](https://assetprotectioncouncil.com/partners/) - [blog layout="masonry" column="4" count="16" show_content="false" nopaging="true" cat="33" posts=""] [/blog]
- [Market Your Practice](https://assetprotectioncouncil.com/marketing/) - [column parallax_bg="disabled" parallax_bg_inertia="-0.2" extended="false" extended_padding="true" background_color="" background_image="" background_repeat="" background_position="" background_size="auto" background_attachment="" hide_bg_lowres="false" background_video="" vertical_padding_top="0" vertical_padding_bottom="0" more_link="" more_text="" left_border="transparent" class="" id="" title="" title_type="single" animation="none" width="1/2"] [column_1 width="1/1" last="true" title="" title_type="single" animation="none" implicit="true"] [su_heading class="regular-title-wrapper"] Marketing Tools [/su_heading] [/column_1] [column_1 width="1/1" last="true" title="" title_type="single" animation="none" implicit="true"] [blog layout="small" column="1" count="4" show_content="true" nopaging="true" cat="76" posts=""] [/blog] [/column_1] [column_1
- [Legal Resources](https://assetprotectioncouncil.com/legal/) - [column parallax_bg="disabled" parallax_bg_inertia="-0.2" extended="" extended_padding="1" background_color="" background_image="" background_repeat="" background_position="" background_size="auto" background_attachment="" hide_bg_lowres="" background_video="" vertical_padding_top="0" vertical_padding_bottom="0" more_link="" more_text="" left_border="transparent" class="" id="" title="" title_type="single" animation="none" width="2/3"] [column_1 width="1/6" title="" title_type="single" animation="none" implicit="true"] [icon name="balance" style="" color="accent1" size="100" ] [/column_1] [column_1 width="5/6" last="true" title="" title_type="single" animation="none" implicit="true"] Welcome to the Legal Resources of APC. This section is organized
- [Asset Protection Blog and Articles](https://assetprotectioncouncil.com/blog/) - [display-posts category="articles" include_author="true" include_excerpt="true" author="" image_size="large" include_date="true" date_format="F j, Y" order="ASC" wrapper="div"]
- [Home](https://assetprotectioncouncil.com/home-3/) - [column parallax_bg="disabled" parallax_bg_inertia="-0.2" extended="" extended_padding="1" background_color="" background_image="" background_repeat="" background_position="" background_size="auto" background_attachment="" hide_bg_lowres="" background_video="" vertical_padding_top="0" vertical_padding_bottom="0" more_link="" more_text="" left_border="transparent" class="" id="" title="" title_type="single" animation="none" width="1/1" last="true"] [column_1 width="1/1" last="true" title="" title_type="single" animation="none" implicit="true"] Asset Protection Council® We have designed a unique plan that allows clients to have the full protection of an offshore plan without the

## Listings

- [Daniel J. Krause](https://assetprotectioncouncil.com/resources/attornies/daniel-j-krause-attorney/) - Dan Krause is a Wisconsin native who founded Krause Donovan Estate Law Partners, LLC in 2000. Dan has been in the US Army, Wisconsin Army National Guard and is currently in the US Army Reserves as a JAG attorney. He is also a veteran of the US Peace Corps, having served 2 years in Kenya
- [Tyler Q. Dahl, L.L.M., CExP, C.T.C.](https://assetprotectioncouncil.com/resources/attornies/tyler-q-dahl-l-l-m-cexp-c-t-c/) - Tyler Q. Dahl is a bilingual Spanish-speaking attorney and founder of the Dahl Law Group. Mr. Dahl earned his Master’s (LLM) in Tax Law and is a Certified Tax Coach, as well as a Certified Exit Planner (CExP). He has been selected as a Super Lawyer of Northern California for 10 consecutive years. The law
- [Beverly Davidek](https://assetprotectioncouncil.com/resources/attornies/beverly-davidek-attorney/) - Beverly R. Davidek is a native of San Diego, California. She has been a licensed attorney in Texas since 1994. Throughout her career, her practice areas have included estate planning, business law, employment law, corporate counsel for AT&T, and Assistant District Attorney in Bexar County Texas. She has been employed at various mid- to large-sized
- [Rabecca L. Eunis, CPA, CFO](https://assetprotectioncouncil.com/resources/attornies/rabecca-eunis/) - Rabecca Eunis is the Co-founder and CFO of The Eunis Group, where she serves as a distinguished tax strategist and business consultant. A second-generation CPA with over 40 years of industry experience, Rabecca has dedicated her career to helping high-net-worth individuals and business owners preserve their wealth and maximize profitability. To date, her strategic interventions have saved
- [John Kenney](https://assetprotectioncouncil.com/resources/attornies/john-kenney-attorney/) - Mr.Kenney has twenty-eight years’ experience helping families, individuals and business owners with estate planning, asset protection, wealth preservation and transfer and tax minimization. He is a Managing Partner of his law firm. A sought after expert, Mr. Kenney is the author of several articles and has presented at dozens of seminars throughout the country to
- [Lizette B. Sundvick](https://assetprotectioncouncil.com/resources/attornies/lizette-b-sundvick-attorney/) - Lizette Sundvick’s practice focuses on helping families enhance their lives today and secure their futures for tomorrow. She excels in guiding her clients through the often confusing maze of tax, financial and legal decisions to create plans that ensure the well-being of their families and the accomplishment of cherished family goals. Her considerable legal expertise
- [Nina Whitehurst](https://assetprotectioncouncil.com/resources/attornies/nina-whitehurst/) - As the founder and owner of Cumberland Legacy Law, Nina Whitehurst oversees a practice devoted to providing clients with the best in estate planning. With over thirty years of experience practicing law, Nina is highly experienced in a wide variety of legal matters, including asset protection, real estate, secured lending and, of course, her real
- [Kristina R. Hess](https://assetprotectioncouncil.com/resources/attornies/kristina-r-hess/) - Kristina’s passion is to embody an everlasting trust with each of her valuable clients. Her mission is to change the course of history in your family by guiding you to establish legal and inspirational legacies in order to pass them on to your future generations. Her objective, as your family attorney is to listen, to
- [Danielle Maya](https://assetprotectioncouncil.com/resources/attornies/danielle-maya/)
- [Jared Bingham, Esq.](https://assetprotectioncouncil.com/resources/attornies/jaredbingham/)
- [Peter Vlautin, III J.D, LL.M](https://assetprotectioncouncil.com/resources/attornies/peter-p-vlautin/) - Peter has over 40 years of litigation experience. His practice includes estate planning and related litigation involving trusts and wills. He represents clients before the IRS and Franchise Tax Board. He is a member of the California and Nevada Bar and has a LL.M. in Taxation. Peter P. Vlautin, III J.D., LL.M
- [William J. Smyth](https://assetprotectioncouncil.com/resources/attornies/william-j-smyth/) - Bill received his Juris Doctorate degree from Brooklyn Law School in 1993. While at Brooklyn Law School, Bill focused his attention on estate planning, business planning and taxation courses. He was awarded the American Jurisprudence Award for Future Interests for excelling in his coursework. Bill has practiced law in Kennebunk, Maine since 1993. On May
- [Laura Lavie](https://assetprotectioncouncil.com/resources/attornies/laura-lavie/) - Laura Lavie has a J.D. and an LL.M., with over a decade of legal experience in estate planning and administration. She works with individuals and families on matters ranging from simple to complex. Ms. Lavie also incorporates and represents tax-exempt organizations such as private family foundations and public charities. She is a certified mediator, and
- [Matthew Jones](https://assetprotectioncouncil.com/resources/attornies/matthew-jones/) - Matthew Mark Jones, a native Michigander, focuses his practice primarily in the field of Estate Planning and has established himself as a bright young compassionate attorney whose personal attention to his clients’ needs transcends his years as an attorney. Mr. Jones combined his sole practice with The Law Offices of Andrew Gorman, PLC to form
- [Dustin I. Nichols, Esq.](https://assetprotectioncouncil.com/resources/attornies/dustin-i-nichols-esq/) - Dustin I. Nichols is the Managing Attorney at The Law Office of Dustin I. Nichols, A PC in Newport Beach, California. Dustin is a former Partner with the Orange County, California law firm of Brown & Streza, LLP, where he ran their Integrated Exemption Planning Division. Dustin counsels California resident business owners on Integrated Estate,
- [Frank Danzo, III](https://assetprotectioncouncil.com/resources/attornies/frank-danzo/) - As a 10 year old, Frank witnessed firsthand the legal consequences a catastrophic injury can cause to a family. When his aunt, at the age of only 31, was severely injured in a head-on car accident, his entire family was overwhelmed for the next 10 years as she lay in a nursing home in a
- [Christopher Soto](https://assetprotectioncouncil.com/resources/attornies/christopher-soto/) - Attorney Christopher D. Soto is dedicated to providing comprehensive, highly personalized estate planning counsel to couples, families, individuals and businesses. As the firm’s founder, he holds the highest standard of client services, scholarship and lawyer accessibility. He serves his clients by first listening closely to their goals, dreams and concerns. He then works with his
- [Art Matthews](https://assetprotectioncouncil.com/resources/attornies/art-matthews/) - Mr. Matthews has practiced law in California since 1989 and earned his law degree from the University of Southern California. Over the years, Mr. Matthews has handled numerous business, contract, commercial collections and real estate matters and also has significant experience representing debtors and creditors in bankruptcy. The firm includes two experienced of-counsel attorneys as
- [Greg Wambolt](https://assetprotectioncouncil.com/resources/attornies/greg-wambolt-advisor/) - Greg Wambolt is the founder of Wambolt & Associates. He has been working as a Senior Wealth Advisor for 30 years with a vision and passion for creating a firm centered around a team approach. He believes that everyone deserves access to advisors who listen to the needs of their clients, take their financial goals
- [Brian Bradley](https://assetprotectioncouncil.com/resources/attornies/brian-bradley-attorney/) - Attorney Bradley is a nationally recognized Asset Protection Attorney and a native from the world famous North Lake Tahoe. He focuses his practice in Asset Protection for Real Estate Investors, and High – Net – Worth Clients, as well as, High Stake Litigation. Mr. Bradley was selected to the Best Attorneys of America List (2020),
- [Ike Devji](https://assetprotectioncouncil.com/resources/attornies/ike-devji-attorney/) - Of-Counsel Asset Protection Attorney Ike Z. Devji, J.D. is Of-Counsel with Lodmell & Lodmell P.C. and is the firm’s former managing attorney. He is the Executive Vice-President of the Wealthy 100 ™, a Phoenix Arizona based wealth management and wealth strategy firm with a network of advisors across the United States. Mr. Devji selectively consults
- [Joseph Longo](https://assetprotectioncouncil.com/resources/attornies/joseph-longo-attorney/) - Joe began the LONGO LAW GROUP, LLP on the foundation of service of clients and results. He was influenced by his father, Dominic Longo, who founded Longo Toyota at a converted gas station with a 4 car inventory and eventually built it into a 22 acre facility housing the #1 selling car dealership in the
- [Joseph Adelizzi](https://assetprotectioncouncil.com/resources/attornies/joseph-adelizzi/) - I became a lawyer in 1984; however, that was the only the start of my path to becoming a Encinitas estate planning attorney. Around this time, my 4 grandparents and my parents all asked me to prepare their estate plans. I figured it out and prepared an estate plan for them. One of my grandmothers
- [Gregory Jacobs](https://assetprotectioncouncil.com/resources/attornies/gregory-jacobs/) - Gregory is the Managing Member of Jacobs & King. With over 20 years of experience Greg co-founded Jacobs & King in 2010. His concentration within the practice is on Trusts and Estates, Asset Protection Planning, Business Law, Real Estate and Tax issues. Prior to co-founding the firm, Greg held positions including Senior Vice President and
- [Joseph McHugh](https://assetprotectioncouncil.com/resources/attornies/joseph-mchugh/) - Joseph McHugh is an experienced California Asset Protection/Estate Planning Attorney located in Glendale, CA. He is the managing attorney in LA Law Center, LLP, specializing in Asset Protection; Estate Planning; Wills, Trusts, Probate, including the establishment of Private Foundations and Charitable Planning. Joe has an undergraduate degree from California State University at Fullerton in Business
- [Michael A. Lewin](https://assetprotectioncouncil.com/resources/attornies/michael-a-lewin/) - Lewin & Associates, Inc. was established in 1996 by President and founder Michael A. Lewin. Michael has worked in the financial services industry for over 25 years. Lewin & Associates, Inc. specializes in financial planning and mortgages. We work to help people with guaranteed savings plans, life insurance, and overall estate/legacy planning. Click Here to
- [Jay Goodman](https://assetprotectioncouncil.com/resources/attornies/jay-goodman/) - Jay Goodman is the Founder and Principal Shareholder in Jay Goodman & Associates Law Firm, P.C. In fulfilling his mission to provide reasonable cost highly effective representation to the public, he has also founded Lightning Legal Group and Life Leaf Legal Group. Mr. Goodman has been practicing law for more than twenty-seven years. Click Here
- [Ethan Okura](https://assetprotectioncouncil.com/resources/attornies/ethan-okura/) - Along with the rest of the Okura & Associates team, Ethan focuses his practice on Estate Planning; Trusts & Estates; Elder law, including Medicaid planning and protecting assets from Nursing Home Costs; and Probate. Ethan received his Bachelor of Arts degree from Brigham Young University in 1999, with a major in International Relations and a
- [Richard Hughes](https://assetprotectioncouncil.com/resources/attornies/richard-hughes/) - Richard Hughes is a graduate of Indiana University and the University of Denver College of Law. He and his staff have hosted hundreds of seminars, workshops and panel discussions on a variety of estate planning topics, including probate avoidance, tax savings, powers of attorney, living wills, HIPAA, disability issues, asset-protection strategies, Medicaid law and trust
- [Stan Miller](https://assetprotectioncouncil.com/resources/attornies/stan-miller/) - Stan Miller is one of three partners in ILP + McChain Miller Nissman, an international estate planning law firm based in Little Rock, Arkansas and St Croix, USVI. He is a founder and principal of WealthCounsel, LLC, a leading provider of education and document drafting software to attorneys nationwide. He is also a founder and
- [Linda Sampson](https://assetprotectioncouncil.com/resources/attornies/linda-sampson/) - Linda is the Founder of the Sampson Law Group. With over 30 years of Tax experience that bridges the disciplines of Corporate, International, Individual, Estates & Gifts compliance reporting; Linda is a trusted advisor when clients seek Entity and Asset Protection. Her firm provides clients with the right advice designed to ensure a clients assets
- [Eric Hartman](https://assetprotectioncouncil.com/resources/attornies/eric-hartman/) - Eric S. Hartman first began practicing as a Long Beach attorney in 1970, following graduation from law school at the University of California, Berkeley (Boalt Hall) with a Juris Doctor degree. Mr. Hartman’s undergraduate work was at Whittier College, where he graduated with a Bachelor of Arts degree in a group major of economics and business
- [Steven Spewak](https://assetprotectioncouncil.com/resources/attornies/steven-spewak/) - Steven B. Spewak, J.D., L.L.M, founder of Estate Plan Strategies, LLC, has been engaged in the private practice of law as an attorney in the metropolitan St. Louis, Missouri, area for more than 25 years. He founded Estate Plan Strategies, LLC in May 2001, after many years as a partner with prominent St. Louis law
- [Ryan O’Donnell](https://assetprotectioncouncil.com/resources/attornies/ryan-odonnell/) - Ryan O’Donnell is a Wealth Manager and Co Founder of The O’Donnell Group, a Registered Investment Advisor. He is the author of 3 books, The Obvious Solution, Thinking Slow When Life’s Changing Fast and Avoid the Noise. He is a graduate of the University of California, Davis overseas approximately $100 million in client investment assets.
- [Robert Gravette](https://assetprotectioncouncil.com/resources/attornies/robert-gravette/) - Edward Dower brings to his clients more than 40 years of experience helping people with life’s biggest issues. Since 1985 he has worked as an independent financial advisor. He provides objective, unbiased advice in his client’s best interest. Ed spent four years as a pastor and 12 years as a high school teacher before turning
- [J.R. Hastings](https://assetprotectioncouncil.com/resources/attornies/j-r-hastings/) - Attorney J.R. Hastings has practiced law in California for more than 35 years. He is a former Air Force pilot for the U.S. military and served in Vietnam. After his active duty military service, and while serving in the reserves, he continued to fly as a certified commercial pilot, and established his full-time estate planning law practice.
- [Christi Staib](https://assetprotectioncouncil.com/resources/attornies/christi-staib/) - Christi Staib is the President and financial consultant at an investment firm that covers eleven states. She has been a registered advisor at major wirehouses for the last decade. She is a trusted partner to each client and is responsive to his or her needs and problems. She demonstrates that she and her firm value
- [Gary R. Kershner](https://assetprotectioncouncil.com/resources/attornies/gary-r-kershner/) - I am a lucky man. I have a dream job and a loving and supportive family. My work as an estate planner allows me to meet people and really get to know them. I am privileged to be able to listen to inspiring life stories and have others share with me their hopes and dreams.
- [Scott C. Berryman](https://assetprotectioncouncil.com/resources/attornies/scott-c-berryman/) - Scott has worked in private practice, government practice and done significant pro bono work in the nonprofit world. He has been a solo practitioner, worked in a Midwest mega-firm, and has found the right size in a boutique firm. In addition to law work, Scott has founded a nonprofit, a public affairs firm, and a real
- [Adam Crum](https://assetprotectioncouncil.com/resources/attornies/adam-crum/) - Adam is a 5th generation Texas attorney. He received his J.D. from Texas Wesleyan University School of Law and is a member of the State Bar of Texas and licensed to practice law by the Texas Supreme Court. Adam’s family has a long history in oil and gas industry, both as lawyers and as independent
- [Michael B. Hansen](https://assetprotectioncouncil.com/resources/attornies/michael-b-hansen/) - I am an independent Certified Financial Planner™ who offer customized financial planning in a fiduciary capacity. My comprehensive approach means that I will work with your team of professionals to help get your entire financial house in order, and hopefully keep it that way – forever! I do understand that my clients’ situations are unique
- [Scott Anderson](https://assetprotectioncouncil.com/resources/attornies/scott-anderson/) - Scott M. Anderson is a veteran of the United States Marine Corps. During his service to his country, Mr. Anderson worked in military intelligence as a Russian Linguist and held a cryptographic clearance (higher than top-secret). He was meritoriously promoted to Non-Commissioned Officer status. He also was selected twice for Marine of the month and
- [Todd Villarrubia](https://assetprotectioncouncil.com/resources/attornies/todd-villarrubia/) - Todd earned a Master’s Degree (LL.M) in Tax Law from Emory University, is a Board Certified Expert in Estate Planning and Administration as etermined by the Louisiana Board of Legal Specialization, and is admitted to practice before the United States Tax Court. He is a member of the Louisiana Bar Association, NAIFA, Atticus, Advisors Forum,
- [Robert Skubiak, Esq.](https://assetprotectioncouncil.com/resources/attornies/robert-skubiak-esq/) - Robert is the founder and managing attorney of Mr. Asset Protection, LLC. As a former criminal defense attorney, he worked with Douglass Lodmell to set up his asset protection plan in 2004. As asset planning was fundamental to his long term success, Robert devoted his legal expertise towards asset protection full time. Mr. Asset Protection
- [Ian S. Giovinco](https://assetprotectioncouncil.com/resources/attornies/ian-s-giovinco/) - Ian Giovinco was born and raised in Tampa, FL. He graduated from Jesuit High School in 1984 and Florida State University in 1989 where he attained a double major in Political Science and Economics. Following Graduation from Law School in Mississippi, Ian returned to Florida where he has been a member of the Florida Bar
- [Kyron L. Johnson](https://assetprotectioncouncil.com/resources/attornies/kyron-l-johnson-attorney/) - Kyron Johnson is licensed to practice law in the State of California and before the United States Central District Court. Mr. Johnson holds a Bachelor of Arts degree from the University of the Pacific in Stockton, California and a Juris Doctor degree from the University of the Pacific at McGeorge School of Law in Sacramento,
- [Ashish Khanna](https://assetprotectioncouncil.com/resources/attornies/ashish-khanna-attorney/) - Ashish Khanna is a Director at Frontier Investment Management Company, a company founded in 1994. Ashish’s practice focuses on high net worth professionals and he is responsible for simplifying his client’s financial lives while focusing on the issues that matter most to them. With a legal and business background, Ashish has expertise for complex asset
- [Kevin P. Shay](https://assetprotectioncouncil.com/resources/attornies/kevin-p-shay-attorney/) - Kevin P. Shay is Board Certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization and is a C.P.A. He works with individuals and small business owners with the planning of their estates, including providing for the management of his client’s financial affairs in the event they become incapacitated. Mr. Shay
- [Omnia Economic Solutions](https://assetprotectioncouncil.com/resources/attornies/omnia-economic-solutions/) - Omnia is the only full-service economic development firm in Puerto Rico, combining years of experience in both the public and private sectors, including initial participation during the creation and promotion of Acts 20&22. Through its offices in San Juan and New York, Omnia has successfully transferred dozens of entities and individuals into the tax friendly
- [Richard Seff](https://assetprotectioncouncil.com/resources/attornies/richard-seff-attorney/) - After graduating from Southwestern University School of Law, I went to work for a well respected estate planning law firm, with the dream of becoming a trusted advisor to his clients. Having been a social worker, my passion has always been about empowering families. I quickly discovered that the personal lawyer relationship I had envisioned
- [Derek A. Miser](https://assetprotectioncouncil.com/resources/attornies/derek-a-miser-advisor/) - Having spent nearly twenty years in the financial industry, I spend much of my time educating legal and tax professionals on how to properly structure investment instruments to optimize non-reportable income for their clients. My clients hire me ultimately for my experience and for my judgement. They rely on me to anticipate risk and consisting
- [Daniel P. Stuenzi](https://assetprotectioncouncil.com/resources/attornies/daniel-p-stuenzi-attorney/) - Dan is a retired Illinois attorney who founded Stuenzi & Associates, a boutique estate and business planning firm in the Chicago area. Dan sold his practice and moved to Omaha to become the Chief Operating Officer for the National Network of Estate Planning Attorneys, where he served as a senior instructor for member attorneys, and
- [Gregory Ashcraft](https://assetprotectioncouncil.com/resources/attornies/gregory-ashcraft-attorney/) - Greg is an Estate Planning attorney in the firm. When he is not helping families create, implement, or execute plans to protect his clients assets and family members, he is busy with four children. He and his wife, Rachel, love music and met at Murrieta Valley High School when they were in choir together. They
- [Timothy McNeely](https://assetprotectioncouncil.com/resources/attornies/timothy-mcneely-advisor/) - Tim McNeely is CEO of LifeStone Wealth Management and works with a limited number of entrepreneurs and entrepreneurial dentists for whom he can have a major impact. Using a consultative wealth management approach, he helps successfully business owners make smart decisions about their money by addressing their five biggest concerns: preserving their wealth, tax mitigation,
- [Andrew C. Sigerson](https://assetprotectioncouncil.com/resources/attornies/andrew-c-sigerson-attorney/) - The founding member of the firm, Andrew is a lifelong resident of Omaha, Nebraska. He has nearly 20 years of legal experience and has focused his practice on estate and business planning since 1999. He has lectured across the country on an array of estate planning and business law topics, in addition to co-authoring several
- [I. Mark Cohen, J.D., LL.M, CFP®](https://assetprotectioncouncil.com/resources/attornies/i-mark-cohen-attorney/) - Mark Cohen is the founding partner and visionary for both OptiFour Integrated Wealth Management,LLC, Registered Investment Advisor, and Cohen & Burnett, P.C., Attorneys and Counselors at Law, as well as the co-author of Lessons to My Children: Simple Life Lessons for Financial Success, Wealth andAbundance. Mark is licensed to practice law in both Virginia and
- [Benjamin J. Sowards](https://assetprotectioncouncil.com/resources/attornies/benjamin-j-sowards-attorney/) - Mr. Sowards is an estate planning and wealth transfer attorney. He sets ups estate plans, including living trusts, to help to avoid probate, minimize taxes and limit conflict. He also helps to settle out and administer trust and probate estates. He represents trustees to help them comply with the terms of the trust agreement and
- [Ryan Oestreich](https://assetprotectioncouncil.com/resources/attornies/ryan-oestreich-attorney/) - Ryan Oestreich joined MassMutual Eastern Pennsylvania in 2008. His hard work and expertise was quickly recognized by his clients, co-workers and national industry groups. As a member of the Management Team at MassMutual Eastern Pennsylvania, he helps to mentor fellow advisors, develop strategic relationships, and add to his growing team. Ryan is an Eagle Scout
- [Dmitriy Ishimbayev](https://assetprotectioncouncil.com/resources/attornies/dmitriy-ishimbayev-attorney/) - Dmitriy Ishimbayev is the founder of Ishimbayev Law Firm, P.C. Dmitriy is a licensed attorney in the states of New York and New Jersey and works with entrepreneurs, professionals, emerging businesses and startups. He is a business attorney who understands the needs and challenges that businesses face every day as he has received B.S. degree
- [Joe Breshears](https://assetprotectioncouncil.com/resources/attornies/joe-breshears-attorney/) - Founding Attorney Joe Breshears’ estate planning practice focuses on helping families enhance their lives today and secure their futures tomorrow. Joe excels inguiding his clients through the complex maze of financial and legal decisions to create plans that ensure their family’s well-being by preserving their property saved in a lifetime of hard work and protecting
- [Maura Curran](https://assetprotectioncouncil.com/resources/attornies/maura-curran-attorney/) - Maura has been practicing for the past 2 decades in estate planning, asset protection, real estate and estate administration. After graduating from law school, she worked as a law clerk for Ohio’s largest probate court in Cleveland. She saw the downside when people did not have an estate plan in place, or had a poor
- [James J. Ruggiero, Jr.](https://assetprotectioncouncil.com/resources/attornies/james-j-ruggiero-jr-attorney/) - Jim Ruggiero founded the Ruggiero Law Offices in 1990 to offer personalized guidance to residents in Philadelphia and Lehigh Valley area to protect their life’s work and utilize resources available to remain independent and enjoy the golden years. Having grown up in a home where three generations resided together, he carries a special understanding of
- [Matthew Odgers](https://assetprotectioncouncil.com/resources/attornies/matthew-odgers-attorney/) - Attorney Matthew W. Odgers is the owner and founder of Odgers Law Group, a firm based in San Diego, California that focuses its energy on working with business owners in the areas of dentistry, medicine, and entrepreneurship. The practice services healthcare professionals in San Diego in both the dental and medical fields with an emphasis
- [Bruce C. Johnson](https://assetprotectioncouncil.com/resources/attornies/bruce-c-johnson-attorney/) - Bruce C. Johnson has a background in high level estate transactions, but his firm was born when he decided he wanted to work with people as partners and not as paychecks. He genuinely cares about his clients and wants what is best for them and their financial futures. Bruce is a member of the Washington,
- [Brent M. Gunderson](https://assetprotectioncouncil.com/resources/attornies/brent-m-gunderson-attorney/) - Brent’s practice focuses primarily in the areas of business, trust and estate planning, trust and probate administration, elder law, and immigration law. Brent first opened his own practice in Mesa in 1996. Before that, Brent was the partner in charge of the estate planning and business immigration practice areas at Brown & Bain, P.A. (now
- [Ali Talai](https://assetprotectioncouncil.com/resources/attornies/ali-talai-attorney/) - Talai Law Offices is a boutique law firm located in Los Angeles providing estate planning, business planning, and asset protection planning legal services. Talai Law Offices has built its excellent reputation by helping clients build and protect successful businesses as well as their estates and legacy. We develop long – lasting relationships with our clients,
- [Kris Mukherji](https://assetprotectioncouncil.com/resources/attornies/kris-mukherji-attorney/) - At the Law Office of Kris Mukherji, as an Estate Planning and Business Law attorney in San Diego, I provide personalized legal service covering all aspects of business and estate planning including, trust administration, probate, trust litigation, asset protection, business contracts, and all facets of purchasing and selling a business. I want to develop long
- [Jeff Knapp](https://assetprotectioncouncil.com/resources/attornies/jeff-knapp-attorney/) - Jeffrey L. Knapp is one of only four New-Jersey based Estate Planning Law Specialists, an exam-tested national credential that has been available for more than 20 years. Jeff is known as a trusted advisor who combines over 30 years of varied legal experience with focused forward vision to inspire and draw out in his clients
- [Scott Smith](https://assetprotectioncouncil.com/resources/attornies/scott-smith-attorney/) - Scott Royal Smith is a real estate investor and asset protection attorney in Austin, TX. He graduated from Albany Law School and began his career in high-stakes corporate litigation. Scott learned the key secret he now uses to defeat lawsuits: that they are a business. Through his defense work, he targets defeating lawsuits before they
- [Tiffany O’Connell](https://assetprotectioncouncil.com/resources/attornies/tiffany-oconnell-attorney/) - Tiffany is the principal of O’Connell Law LLC. Tiff focuses her practice on estate planning, Medicaid and veterans benefits planning, trust and probate administration, business succession planning, charitable planning, and retirement and wealth strategies. Tiff decided in 2010 to open her own practice in order to provide a very high level of customer service to
- [Matthew Tramm](https://assetprotectioncouncil.com/resources/attornies/matthew-tramm-attorney/) - Matthew Tramm is an Arden Hills native with a passion for serving his fellow Minnesotans. In his younger years, he was a captain of his high school hockey team before going on to play college hockey for Bethel University. Matthew ultimately graduated from Hillsdale College in Michigan where he earned a degree in political economics
- [Yaasha Sabba](https://assetprotectioncouncil.com/resources/attornies/yaasha-sabba/) - One of San Francisco’s only Family Startup Lawyers™, Yaasha Sabba manages Sky Unlimited Legal Advisory PC and is a part of a larger network of attorneys who view the business of law as flawed. Instead of a one-size-fits-all approach to managing business or personal risk, Yaasha and his team have created one-of-a-kind systems for entrepreneurs
- [William Simon, Jr](https://assetprotectioncouncil.com/resources/attornies/william-simon-jr-attorney/) - Bill helps business owners achieve financial freedom through legal strategies that maximize and protect their assets. As Chief Counsel at Sollertis, Bill works with his clients in the preparation of a Master Asset Protection Plan™ and, once created, manages a team of strategically selected Private Practice Attorneys who work with him to implement the plan
- [Martha Yancey](https://assetprotectioncouncil.com/resources/attornies/martha-yancey-attorney/) - Attorney Martha Yancey’s law practice focuses on Estate Planning and Social Security Disability appeals. She is a master at helping her clients navigate the legal landscape by explaining technical concepts in plain English so that her clients can make informed decisions. Because she has seen how disability and incapacity can change lives, she counsels her
- [James O. Roberson Jr.](https://assetprotectioncouncil.com/resources/attornies/james-o-roberson-jr-attorney/) - Mr. Roberson practices law in Maryland focusing on tax law, business law, wealth preservation, asset protection, trust & estates and charitable giving. Mr. Roberson advises individuals, corporations and trusts on tax, international business transactions, and assists borrowers seeking funding in complicated financing transactions. Mr. Roberson advises individuals, corporations and trusts on tax, domestic and internationally
- [Randall F. Kaiden, J.D., LL.M.](https://assetprotectioncouncil.com/resources/attornies/randall-f-kaiden/) - Randall Kaiden is an experienced California Estate Planning & Elder Law Attorney. He is a Martindale-Hubbell AV Rated Preeminent Attorney, Past President of the National Academy of Elder Law Attorneys Southern California District, and a Certified Specialist in Estate Planning, Probate and Trust Law by the State Bar of California Board of Legal Specialization. He
- [Samuel T. Crump, Sr.](https://assetprotectioncouncil.com/resources/attornies/samuel-t-crump-sr/) - Sam Crump has over thirty years of experience as an attorney, elected official and entrepreneur. Sam is the owner of Anthem Law in Anthem, Arizona, and he focuses on business and estate planning matters. Sam earned his BA and MPA at the University of San Francisco, and his JD at Santa Clara University School of
- [Alyssa Greenberg](https://assetprotectioncouncil.com/resources/attornies/alyssa-greenberg/) - Prior to establishing Alyssa B. Greenberg, Esq. LLC, Ms. Greenberg worked as an associate at a law firm in New York City, where she focused on estate planning matters. While at law school, Ms. Greenberg served as a legal intern in the school’s elder law clinic. Ms. Greenberg received numerous undergraduate honors from Hamilton College,
- [Michael Uadiale](https://assetprotectioncouncil.com/resources/attornies/michael-uadiale/) - Licensed in California and the State of Texas as a CPA, Michael Uadiale is the Managing Partner of SMEED CPA, Inc. Founded in 2007, the Practice is very focused on helping clients get to Financial Freedom within 5 – 7 years using tax reduction strategies, business advisory tools, wealth planning coupled with asset protection. He
- [Jaskaran S. Sondh](https://assetprotectioncouncil.com/resources/attornies/jaskaran-s-sondh/) - Jaskaran S. Sondh is the founding attorney of Sondh Law, APC. He earned his B.S. in Economics from the University of La Verne, graduating magna cum laude, and his J.D. and Certificate in Dispute Resolution from Pepperdine University School of Law. He is a member of the State Bar of California. He is also admitted
- [Jerry R. Lowe](https://assetprotectioncouncil.com/resources/attornies/jerry-r-lowe/) - A California native, Jerry left after high school to pursue Accounting and Master of Business degrees from Westminster College of Salt Lake City, followed by a law degree at the Pettit College of Law at Ohio Northern University. During his first year in law school, he earned an Academic Scholarship, and developed a love for
- [Nick Maggard](https://assetprotectioncouncil.com/resources/attornies/nick-maggard/) - Nick is a nationally recognized speaker, expert on a variety of estate planning and financial topics and founder of Maggard Elder Law. As a sought after expert, mentor, and speaker within the legal community, Maggard has been called upon to speak on a number of estate planning topics by leading industry outlets and groups across
- [Evan Farr](https://assetprotectioncouncil.com/resources/attornies/evan-farr/) - In addition to being one of approximately 500 Certified Elder Law Attorneys in the Country, Evan is also a Charter Member of the Academy of Special Needs Planners and one of approximately 100 members of the NAELA Council of Advanced Practitioners, selected for this honor by his fellow practitioners who are members of the National
- [Barney Balonick](https://assetprotectioncouncil.com/resources/attornies/barney-balonick/) - Known for finding his opponents’ weaknesses and for using his own brand of guerilla warfare to win, Barney Balonick holds an established reputation as a Los Angeles lawyer never afraid to fight for his clients. At his firm, the Balonick Law Office, Inc., Barney’s areas of practice include judgment enforcement, creditors’ rights, asset recovery, business
- [Kirk Chisholm](https://assetprotectioncouncil.com/resources/attornies/kirk-chisholm/) - Kirk Chisholm is a Wealth Manager and Principal at Innovative Advisory Group, an independent Registered Investment Advisor located in Lexington, MA. He has been providing wealth management services to individuals, executives, entrepreneurs, and their families since 1999. He is an outside the box thinker, risk manager, inflation expert, blogger, podcaster, and all-around interesting guy. Kirk
- [Michael L. Rutkowski](https://assetprotectioncouncil.com/resources/attornies/michael-l-rutkowski/) - Mike’s Passion Is Helping People. Whether it’s his career in estate planning, business coaching, or the gym he runs out of his garage, helping others gets him out of bed everyday (at 4:30am!). Mike’s legal career started in workers’ compensation insurance defense, where he would focus the majority of his practice until 2010, when many
- [James F. Malinowski](https://assetprotectioncouncil.com/resources/attornies/james-f-malinowski/) - Jim received a Bachelor of Mechanical Engineering in 1968 from Kettering University, (formerly General Motors Institute) in Flint Michigan. While at GMI, he was a member and officer of the Phi Delta Theta fraternity and served on the Student Government Council. He received a Juris Doctor in 1973 from Michigan State University Law School (formerly
- [Brian J. Hogan, Esq.](https://assetprotectioncouncil.com/resources/attornies/brian-j-hogan/) - Founder of successful corporate law firm. Practice specializes in corporate transactions of all types, mainly mergers and acquisitions, franchising (on behalf of both franchisors and franchisees), and serving as outside general counsel several for dynamic, growing companies. We complete corporate purchases and sales with an innovative strategy that begins with assessing the needs of the

## Portfolio

- [Project #1](https://assetprotectioncouncil.com/resources/project-items/project-1/) - Quisque velit nisi, pretium ut lacinia inDuis mollis turpis ac diam scelerisque volutpat. Sed neque orci, auctor in convallis id, dictum sodales massa. Aenean nisl sapien, congue nec fringilla et, tincidunt nec sem. Proin faucibus, dolor vel auctor feugiat, ligula sapien venenatis augue, eget ullamcorper tellus justo nec felis. Aenean vel justo orci. Maecenas tempor
- [Project #2](https://assetprotectioncouncil.com/resources/project-items/project-2/) - Quisque velit nisi, pretium ut lacinia inDuis mollis turpis ac diam scelerisque volutpat. Sed neque orci, auctor in convallis id, dictum sodales massa. Aenean nisl sapien, congue nec fringilla et, tincidunt nec sem. Proin faucibus, dolor vel auctor feugiat, ligula sapien venenatis augue, eget ullamcorper tellus justo nec felis. Aenean vel justo orci. Maecenas tempor
- [Project #3](https://assetprotectioncouncil.com/resources/project-items/project-3/) - Quisque velit nisi, pretium ut lacinia inDuis mollis turpis ac diam scelerisque volutpat. Sed neque orci, auctor in convallis id, dictum sodales massa. Aenean nisl sapien, congue nec fringilla et, tincidunt nec sem. Proin faucibus, dolor vel auctor feugiat, ligula sapien venenatis augue, eget ullamcorper tellus justo nec felis. Aenean vel justo orci. Maecenas tempor
- [Project #4](https://assetprotectioncouncil.com/resources/project-items/project-4/) - Quisque velit nisi, pretium ut lacinia inDuis mollis turpis ac diam scelerisque volutpat. Sed neque orci, auctor in convallis id, dictum sodales massa. Aenean nisl sapien, congue nec fringilla et, tincidunt nec sem. Proin faucibus, dolor vel auctor feugiat, ligula sapien venenatis augue, eget ullamcorper tellus justo nec felis. Aenean vel justo orci. Maecenas tempor
- [Project #5](https://assetprotectioncouncil.com/resources/project-items/project-5/) - Quisque velit nisi, pretium ut lacinia inDuis mollis turpis ac diam scelerisque volutpat. Sed neque orci, auctor in convallis id, dictum sodales massa. Aenean nisl sapien, congue nec fringilla et, tincidunt nec sem. Proin faucibus, dolor vel auctor feugiat, ligula sapien venenatis augue, eget ullamcorper tellus justo nec felis. Aenean vel justo orci. Maecenas tempor
- [Project #6](https://assetprotectioncouncil.com/resources/project-items/project-6/) - Quisque velit nisi, pretium ut lacinia inDuis mollis turpis ac diam scelerisque volutpat. Sed neque orci, auctor in convallis id, dictum sodales massa. Aenean nisl sapien, congue nec fringilla et, tincidunt nec sem. Proin faucibus, dolor vel auctor feugiat, ligula sapien venenatis augue, eget ullamcorper tellus justo nec felis. Aenean vel justo orci. Maecenas tempor

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## Labels

- [401K Plan Advisor](https://assetprotectioncouncil.com/resources/attorney-focus/401k-plan-advisor/)
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- [Strategic Consulting](https://assetprotectioncouncil.com/resources/attorney-focus/strategic-consulting/)
- [Wealth Management](https://assetprotectioncouncil.com/resources/attorney-focus/wealth-management/)
- [Wealth Preservation](https://assetprotectioncouncil.com/resources/attorney-focus/wealth-preservation/)
- [Asset Protection](https://assetprotectioncouncil.com/resources/attorney-focus/asset-protection/)
- [Estate Planning](https://assetprotectioncouncil.com/resources/attorney-focus/estate-planning/)
- [Corporate Law](https://assetprotectioncouncil.com/resources/attorney-focus/corporate-law/)
- [Real Estate](https://assetprotectioncouncil.com/resources/attorney-focus/real-estate/)
- [Bankruptcy](https://assetprotectioncouncil.com/resources/attorney-focus/bankruptcy/)
- [Medicaid Planning](https://assetprotectioncouncil.com/resources/attorney-focus/medicaid-planning/)
- [Elder Law](https://assetprotectioncouncil.com/resources/attorney-focus/elder-law/)
- [Estate Tax Planning](https://assetprotectioncouncil.com/resources/attorney-focus/estate-tax-planning/)
- [Special Needs Planning](https://assetprotectioncouncil.com/resources/attorney-focus/special-needs-planning/)
- [Veterans Benefits Planning](https://assetprotectioncouncil.com/resources/attorney-focus/veterans-benefits-planning/)
- [Wills and Trusts Creation](https://assetprotectioncouncil.com/resources/attorney-focus/wills-and-trusts-creation/)
- [Veterans Benefits](https://assetprotectioncouncil.com/resources/attorney-focus/veterans-benefits/)
- [Probate](https://assetprotectioncouncil.com/resources/attorney-focus/probate/)
- [Auto Accidents](https://assetprotectioncouncil.com/resources/attorney-focus/auto-accidents/)
- [Wills & Trusts](https://assetprotectioncouncil.com/resources/attorney-focus/wills-trusts/)
- [Durable Powers of Attorney & Living Wills](https://assetprotectioncouncil.com/resources/attorney-focus/durable-powers-of-attorney-living-wills/)
- [Long Term Care Planning](https://assetprotectioncouncil.com/resources/attorney-focus/long-term-care-planning/)
- [Trusts & Estates](https://assetprotectioncouncil.com/resources/attorney-focus/trusts-estates/)
- [Asset Recovery](https://assetprotectioncouncil.com/resources/attorney-focus/asset-recovery/)
- [Judgement Enforcement](https://assetprotectioncouncil.com/resources/attorney-focus/judgement-enforcement/)
- [Debt Collection](https://assetprotectioncouncil.com/resources/attorney-focus/debt-collection/)
- [Breach of Contract](https://assetprotectioncouncil.com/resources/attorney-focus/breach-of-contract/)
- [Asset Transfer](https://assetprotectioncouncil.com/resources/attorney-focus/asset-transfer/)
- [Business Law](https://assetprotectioncouncil.com/resources/attorney-focus/business-law/)
- [Consumer Bankruptcy](https://assetprotectioncouncil.com/resources/attorney-focus/consumer-bankruptcy/)
- [Business Services](https://assetprotectioncouncil.com/resources/attorney-focus/business-services/)
- [Tax Services](https://assetprotectioncouncil.com/resources/attorney-focus/tax-services/)
- [Services for Individuals](https://assetprotectioncouncil.com/resources/attorney-focus/services-for-individuals/)
- [CPA for Doctors](https://assetprotectioncouncil.com/resources/attorney-focus/cpa-for-doctors/)
- [Financial Services](https://assetprotectioncouncil.com/resources/attorney-focus/financial-services/)
- [Smeed Finance](https://assetprotectioncouncil.com/resources/attorney-focus/smeed-finance/)
- [Estate Administration](https://assetprotectioncouncil.com/resources/attorney-focus/estate-administration/)
- [Estate Litigation](https://assetprotectioncouncil.com/resources/attorney-focus/estate-litigation/)
- [Integrated Exemption Planning](https://assetprotectioncouncil.com/resources/attorney-focus/integrated-exemption-planning/)
- [Private Retirement Trust℠ (“PRT℠”)](https://assetprotectioncouncil.com/resources/attorney-focus/private-retirement-trust/)
- [Business Litigation](https://assetprotectioncouncil.com/resources/attorney-focus/business-litigation/)
- [Commercial Collections](https://assetprotectioncouncil.com/resources/attorney-focus/commercial-collections/)
- [Business & Corporate Law](https://assetprotectioncouncil.com/resources/attorney-focus/business-corporate-law/)
- [Civil Litigation](https://assetprotectioncouncil.com/resources/attorney-focus/civil-litigation/)
- [Family Law](https://assetprotectioncouncil.com/resources/attorney-focus/family-law/)
- [Real Estate Law](https://assetprotectioncouncil.com/resources/attorney-focus/real-estate-law/)
- [Probate & Estate](https://assetprotectioncouncil.com/resources/attorney-focus/probate-estate/)
- [Personal Injury](https://assetprotectioncouncil.com/resources/attorney-focus/personal-injury/)
- [Construction Law](https://assetprotectioncouncil.com/resources/attorney-focus/construction-law/)
- [Insurance Defense](https://assetprotectioncouncil.com/resources/attorney-focus/insurance-defense/)
- [Administration](https://assetprotectioncouncil.com/resources/attorney-focus/administration/)
- [Tax Law](https://assetprotectioncouncil.com/resources/attorney-focus/tax-law/)
- [Charitable Giving](https://assetprotectioncouncil.com/resources/attorney-focus/charitable-giving/)
- [Business Formation](https://assetprotectioncouncil.com/resources/attorney-focus/business-formation/)
- [Business Management](https://assetprotectioncouncil.com/resources/attorney-focus/business-management/)
- [Intellectual Property](https://assetprotectioncouncil.com/resources/attorney-focus/intellectual-property/)
- [Social Security Disability Representation](https://assetprotectioncouncil.com/resources/attorney-focus/social-security-disability-representation/)
- [Kids Protection Planning](https://assetprotectioncouncil.com/resources/attorney-focus/kids-protection-planning/)
- [Probate Avoidance](https://assetprotectioncouncil.com/resources/attorney-focus/probate-avoidance/)
- [Health Care Law](https://assetprotectioncouncil.com/resources/attorney-focus/health-care-law/)
- [Trust Administration](https://assetprotectioncouncil.com/resources/attorney-focus/trust-administration/)
- [Probate/Trust Administration](https://assetprotectioncouncil.com/resources/attorney-focus/probate-trust-administration/)
- [LLC’s](https://assetprotectioncouncil.com/resources/attorney-focus/llcs/)
- [Trusts](https://assetprotectioncouncil.com/resources/attorney-focus/trusts/)
- [Anonymous Land](https://assetprotectioncouncil.com/resources/attorney-focus/anonymous-land/)
- [Delaware Statutory](https://assetprotectioncouncil.com/resources/attorney-focus/delaware-statutory/)
- [Limited Partnerships](https://assetprotectioncouncil.com/resources/attorney-focus/limited-partnerships/)
- [Joint Ventures](https://assetprotectioncouncil.com/resources/attorney-focus/joint-ventures/)
- [Property Transfers](https://assetprotectioncouncil.com/resources/attorney-focus/property-transfers/)
- [Hourly Consulting](https://assetprotectioncouncil.com/resources/attorney-focus/hourly-consulting/)
- [Elder Law & Medicaid Planning](https://assetprotectioncouncil.com/resources/attorney-focus/elder-law-medicaid-planning/)
- [Business Planning](https://assetprotectioncouncil.com/resources/attorney-focus/business-planning/)
- [Charitable Planning](https://assetprotectioncouncil.com/resources/attorney-focus/charitable-planning/)
- [College Career & Life Planning](https://assetprotectioncouncil.com/resources/attorney-focus/college-career-life-planning/)
- [Estate & Trust Settlement](https://assetprotectioncouncil.com/resources/attorney-focus/estate-trust-settlement/)
- [Legacy Planning Services](https://assetprotectioncouncil.com/resources/attorney-focus/legacy-planning-services/)
- [Small Business General Counsel](https://assetprotectioncouncil.com/resources/attorney-focus/small-business-general-counsel/)
- [Planning For Your Children](https://assetprotectioncouncil.com/resources/attorney-focus/planning-for-your-children/)
- [Litigation](https://assetprotectioncouncil.com/resources/attorney-focus/litigation/)
- [Dental & Medical](https://assetprotectioncouncil.com/resources/attorney-focus/dental-medical/)
- [Asset Protection Planning](https://assetprotectioncouncil.com/resources/attorney-focus/asset-protection-planning/)
- [Business and Estate Planning](https://assetprotectioncouncil.com/resources/attorney-focus/business-and-estate-planning/)
- [Investment Management](https://assetprotectioncouncil.com/resources/attorney-focus/investment-management/)
- [Wills](https://assetprotectioncouncil.com/resources/attorney-focus/wills/)
- [Financial Planning](https://assetprotectioncouncil.com/resources/attorney-focus/financial-planning/)
- [Risk Management](https://assetprotectioncouncil.com/resources/attorney-focus/risk-management/)
- [Certified Financial Planner](https://assetprotectioncouncil.com/resources/attorney-focus/certified-financial-planner/)
- [Probate Law](https://assetprotectioncouncil.com/resources/attorney-focus/probate-law/)
- [Financial Consulting and Investment](https://assetprotectioncouncil.com/resources/attorney-focus/financial-consulting-and-investment/)
- [Tax Mitigation](https://assetprotectioncouncil.com/resources/attorney-focus/tax-mitigation/)
- [Puerto Rico Tax Planning](https://assetprotectioncouncil.com/resources/attorney-focus/puerto-rico-tax-planning/)
- [Business Law and Probate & Trust Administration](https://assetprotectioncouncil.com/resources/attorney-focus/business-law-and-probate-trust-administration/)
- [Small Business Planning](https://assetprotectioncouncil.com/resources/attorney-focus/small-business-planning/)
- [Legacy Building](https://assetprotectioncouncil.com/resources/attorney-focus/legacy-building/)
- [Special Needs](https://assetprotectioncouncil.com/resources/attorney-focus/special-needs/)
- [Wealth and Investment Management](https://assetprotectioncouncil.com/resources/attorney-focus/wealth-and-investment-management/)
- [Mortgages](https://assetprotectioncouncil.com/resources/attorney-focus/mortgages/)
- [Annuities](https://assetprotectioncouncil.com/resources/attorney-focus/annuities/)
- [Insurance](https://assetprotectioncouncil.com/resources/attorney-focus/insurance/)
- [Retirement Planning](https://assetprotectioncouncil.com/resources/attorney-focus/retirement-planning/)
- [Accounting and Financial Reporting](https://assetprotectioncouncil.com/resources/attorney-focus/accounting-and-financial-reporting/)
- [Firearms Planning](https://assetprotectioncouncil.com/resources/attorney-focus/firearms-planning/)
- [Conservatorship](https://assetprotectioncouncil.com/resources/attorney-focus/conservatorship/)
- [Financial Elder Abuse](https://assetprotectioncouncil.com/resources/attorney-focus/financial-elder-abuse/)
- [Employment Law](https://assetprotectioncouncil.com/resources/attorney-focus/employment-law/)
- [Tax Strategy](https://assetprotectioncouncil.com/resources/attorney-focus/tax-strategy/)
- [Exit Planning](https://assetprotectioncouncil.com/resources/attorney-focus/exit-planning/)

## Portfolio Categories

- [Finance](https://assetprotectioncouncil.com/portfolio_category/finance/)