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In re Jane McLean Brown - 11th Circuit Discusses Asset Protection of Non-Self-Settled Trusts

Asset Protection Trust upheld by Utah Court

Fairstar: Utah Court Ignores State of Filing for Charging Order Purposes

In re Mortensen: Self-Settled Trusts Don't Work in Bankruptcy

Dean v. United States - Irrevocable Trust Protects Against Federal Tax Lien

Cooley v. Cooley

Colish v. United States

In re Knight

In re Hicks

Olmstead v. Federal Trade Commission, No. SC08-1009, FL Sup. Ct. (24 june 2010)

Charging Order Provision does Not Protect Interest in a Single-Member LLC

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Why You Can't Rely on a Wyoming LLC for Asset Protection Purposes
For many years, asset protection planners have believed and promoted the idea that an out-of-state resident could take advantage of the strong charging order laws in another state by filing their LLC in that state.

Written on Wednesday, 26 October 2011 16:34
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Mortensen Case Holds that Self-Settled Trusts Don't Work in Bankruptcy (but a SPA Trust Will)
A self-settled trust is a trust in which the grantor is also included as a beneficiary. Historically, all fifty states did not allow asset protection for a self-settled trust.

Written on Wednesday, 26 October 2011 16:33
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Asset Protection Test Case
I had a client named Bill who was a wealthy physician. In 2003, he created a SPA Trust for his wife Jenny and their four children.

Written on Tuesday, 17 May 2011 15:11
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