Learn how many high-net-worth individuals use a legally structured, attorney-supported trust to help reduce their exposure to lawsuits and creditors — and how to decide whether it fits your situation.
Book Your Free Strategy Call →Many successful entrepreneurs and investors carry more exposure than they realize:
You may not just need a different entity — you may want a well-documented, attorney-backed structure designed to put a strong legal barrier between you and your assets.
We help high-net-worth individuals learn about and, where appropriate, install a legally structured trust intended to separate them from their assets — to help reduce exposure to lawsuits and creditors — supported by professional legal opinion. It is an asset-protection structure, not a tax-avoidance scheme.
A non-grantor structure is designed to separate you from your assets, helping reduce "alter ego" exposure.
The spendthrift provision is intended to help shield trust assets from many creditor claims (some exception creditors, such as child support, may still reach assets under applicable law).
Built for asset protection — never loophole-based tax avoidance. We do not promote tax deferral.
Designed to help preserve and pass wealth across generations under one durable structure.
A Certification of Trust can help keep your affairs private while you retain practical involvement.
This is an established type of trust supported by a practicing attorney's written opinion and grounded in long-standing trust and contract law. The points below are educational; outcomes depend on your specific facts and jurisdiction.
A practicing attorney with 25+ years in litigation and asset protection has provided a written opinion on this structure and serves as a Trust Guardian.
The IRS has issued private letter rulings touching on this type of trust (e.g., PLR-201519012). A PLR applies only to the taxpayer who requested it and is not legal precedent or an IRS endorsement — we cite it only to show the structure is a recognized legal form, not an underground scheme.
The structure draws on long-standing trust and contract-law principles rather than novel tax theories — which is what makes it defensible when properly drafted by counsel.
According to the trust's counsel, in Carbone v. Chavez a comparable spendthrift structure withstood an aggressive legal challenge. We present this as the legal team's account — not as a guarantee. Ask for the full citation and opinion letter on your strategy call.
Pick a time below. On the call we'll review your risk exposure, answer your questions, and help you decide whether this structure is right for protecting what you've built. No obligation.
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No. We do not promote or market tax deferral or tax avoidance. The IRS has made its position on those claims clear, and we respect it. This is an asset-protection structure — not a tax loophole.
Asset-protection trusts are governed by state and federal law, and outcomes are always case-specific. The trust's legal team cites Carbone v. Chavez as a case in which a comparable structure withstood challenge, and can provide the full citation and opinion letter on your call. We make no guarantee of any particular result in your situation.
LLCs and revocable trusts offer more limited protection and can be challenged in court. A properly drafted spendthrift structure is built on contract-law principles and is often more defensible — but the right answer depends on your facts, which is what the strategy call is for.
If you have meaningful assets (often $100K+) and want to be intentional about protecting what you've built, it's worth a conversation. The call will help you decide.