Tune in for an episode on “Cautionary Tales” – specifically, this episode talks about someone, who failed to fund their living trust, and their family paid the price (literally and figuratively). Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.

Ep. No. 78. Cautionary Tales - Failure of Trust Funding

On the fifteenth episode of "Plead the Facts, presented by KI Legal," Co-Founder Michael Iakovou and Senior Associate Matthew Zwiren announce the establishment of KI Legal’s Landlord-Tenant Litigation &amp; Family Office Consulting Division

Episode 15: “KI Legal's Landlord-Tenant Litigation & Family Office Consulting Division” with Michael Iakovou and Matthew Zwiren

On the seventeenth episode of "Plead the Facts, presented by KI Legal," Partner Ralph Preite is joined by Greg Corbin, President of Bankruptcy and Restructuring at Rosewood Realty Group, to discuss everything you need to know about U.S. Bankruptcy Code 363.

Episode 17: “What to Know About U.S. Bankruptcy Code 363” with Partner Ralph Preite and Special Guest Greg Corbin

Whether or not to put your vehicle under your LLC depends on your specific situation and goals. There are several factors to consider when deciding whether to put your vehicle under your LLC:

Liability protection: One of the primary reasons to create an LLC is to protect your personal assets from potential legal claims related to your business. If your vehicle is used primarily for business purposes, putting it under your LLC can help shield your personal assets in the event of an accident or other liability issue.

Tax implications: Depending on your business structure and tax situation, there may be tax advantages or disadvantages to putting your vehicle under your LLC. You should consult with a tax professional to determine the best approach for your specific situation.

Personal use of the vehicle: If you use your vehicle for both personal and business purposes, it may be more complicated to put it under your LLC. You would need to keep accurate records of your usage and determine the appropriate portion of expenses to allocate to the LLC.

Cost and administrative burden: There may be costs associated with transferring your vehicle to your LLC, such as registration fees and taxes. You will also need to keep accurate records of the vehicle's usage and expenses for tax and accounting purposes.

Overall, putting your vehicle under your LLC can provide liability protection and potential tax benefits, but it may also come with additional administrative burden and costs. It's important to carefully consider your specific situation and consult with a professional advisor to make an informed decision.

Should You Put Your Vehicle Under Your LLC?

In this episode, David Warren – Co-Founder & Chairman of Bridgeford Trust Company – sits down with guest, Geralda Kral – Managing Director & Group Partner at UMA Wealth (Switzerland) AG. 

With over 19 years working with high-net-worth families, assisting with succession planning, asset protection, and corporate structuring, Geralda talks about her transition from a big international trust company to UMA Wealth, which she co-founded. As Geralda explains, this transition to a boutique and more nimble service paradigm was timely in light of the fallout resulting from the Pandora Papers and the introduction of CRS. They go on to discuss how the industry continues to battle the negative connotation around wealthy families who are following legal means of privacy, asset protection, and tax planning.

As they continue their conversation, David and Geralda discuss the various reporting regimes, including the Corporate Transparency Act, that are designed to protect the industry as well as the shift and interest in the United States as a tax, privacy, and asset protection haven and how this evolved from a European perspective.

Episode 29 – Pandora Papers, CRS, and Reporting Regimes with Geralda Kral

In this episode, David Warren – Co-Founder & Chairman of Bridgeford Trust Company – sits down with guest, Reuben Tylor – Founder & Director of Trustees & Fiduciaries (Cook Islands) Ltd – who has been providing legal services to the offshore industry since 1987 and is a true thought leader in asset protection.  

The conversation begins with a discussion on Reuben’s work and the development of various financial and legislative products – the most important of which was his development of asset protection legislation targeting the U.S. market in the late 1980’s. As the conversation continues, they discuss the Trust Protector concept in the context of Cook Islands law and how Trustees & Fiduciaries (Cook Islands) Ltd can serve in that role when it is beneficial to the client. 

David and Reuben conclude the interview with a detailed discussion on the formation and importance of the Relationship Property Trust (RPT): a solution to a problem Reuben had been experiencing firsthand. When a family with substantial wealth over several generations would go through a divorce, family courts were determining that assets could not be set aside from relationship property matters and were instead brought back into the matrimonial property dispute. In an effort to ensure years of wealth planning for families was not dismantled, Reuben developed the Relationship Property Act (RPA) which identified that the solution was to provide a statutory rebuttal of the need to divide and distribute the assets and Cook Islands passed the new legislation creating the RPT to keep the assets of high net-worth families intact in the event of a separation.

Episode 33 – The Offshore Industry: Asset Protection, Trust Protector and RPT with Reuben Tylor

Tracey L. Gordon is the Philadelphia Register of Wills (ROW). Gordon assumed office on January 6, 2020, and her term ends on January 1, 2024. Tracey joins the show to talk about the importance of having a will, especially in regards to protecting one's house, and other important assets.

The Source w/ Andrea Lawful-Sanders | Tracey L. Gordon - 12.6.23

In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with guest, Craig Redler – Attorney and Asset Protection Specialist. Craig has over twenty years of estate planning experience and has held positions all over the world including stints with Amicorp in its offices in Auckland, New Zealand and Miami, Florida, as well as Southpac Trust International, Inc. in its offices in the Cook Islands and Tauranga, New Zealand. Craig is the only attorney in the U.S. who has lived in the Cook Islands to work in the fiduciary industry there. These experiences honed his expertise in asset protection, and he now provides asset protection planning services to clients across the country and around the world.

During their conversation, we learn more about Craig’s experiences serving as trustee for domestic and offshore trusts and designing and managing structures on behalf of high-net-worth families worldwide. They go on to discuss why Craig went back into the private practice of law and our shared belief that advisors have a fiduciary duty to research and select the the most sophisticated and powerful asset protection tools for settlors and beneficiaries of trusts.

Episode 35 – Asset Protection, Offshore Trusts, and Fiduciary Duty with Craig Redler

Ron Pressley is an attorney, who was the probate deferment initiative attorney in the register of wills office with Tracey Gordon. Ron rejoins the source to continue the conversation about why people need to have wills to protect their assets.

The Source w/ Andrea Lawful-Sanders | Ron Pressley - 1.2.2024

This episode Murph is joined by Scherrie Prince, attorney, entrepreneur and podcaster where we spoke about protecting your assets, why sharing valuable information can break generational curses and the importance of putting your tasks on a calendar. Who inspired Scherrie to start her journey as an entrepreneur? What did Murph learned from this episode that he can implement to the brand? Tune In!

Follow Scherrie:

IG: @Scherriespeaks
www.scherrieprince.com/apblueprint

Follow Murph:

X: @ItsDMurph
IG: @ItsDMurph

Follow Flagrant 2:

IG: @Flagrant2pod_

www.dmurphspeaks.com

Put It On Your Calendar w/ Scherrie L. Prince

In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with guest, Stefan Szwarc – Partner at the South Dakota law firm of Halbach | Szwarc Law Firm. Stefan's unique journey from financial advisor to attorney lends him a comprehensive perspective on crafting effective plans for clients. The episode delves into the establishment of Stefan's new law firm, set to mark its first anniversary, highlighting its focus on and commitment to working with international families, as well as its great reputation and early successes fueled by a diverse team of attorneys offering tailored support and innovative legal solutions, including a new solution for clients regarding the ever-evolving Corporate Transparency Act.

During their conversation, you’ll hear David and Stefan discuss the influx of international families seeking U.S. trust solutions, particularly South Dakota due to its robust regulatory framework and emphasis on protecting legitimate family-held wealth in a way that makes sense for the family through innovative tax planning and asset protection. Before they wrap up, you’ll also be the first to hear about STEP South Dakota, its formation with support from many including Bridgeford Trust Company and Halbach | Szwarc Law Firm, and its pivotal role in fostering collaboration and expertise within the trust industry, both domestically and internationally.

Episode 38 - South Dakota as the Preferred Trust Situs for International Families with Stefan Szwarc

Join us as we explore the wealth management strategies of Kamal Lidder, a seasoned Wealth Advisor with two decades of experience. Discover Kamal's top tips for growing and protecting your assets, including diversification, long-term perspective, tax efficiency, and more. Learn how to navigate the financial landscape and achieve financial success with Kamal's expert guidance.

Kamal Lidder Top Strategies For Growing And Protecting Your Assets

Kamal Lidder, a seasoned Wealth Advisor. In today's episode, we're discussing asset protection and growth strategies. Join me and my guest expert as we share valuable insights and tips to help you protect and grow your assets. Stay tuned for actionable advice to enhance your financial planning.

Kamal Lidder Top Tips For Asset Protection And Growth

In this episode, David Warren – Co-Founder & Chairman of Bridgeford Trust Company – announces the launch of Bridgeford Global, the newest addition to the Bridgeford family of companies. 
Operating as the worldwide planning entity within our family of companies, Bridgeford Global is poised to meet the evolving needs of international families and their advisors with innovative solutions and unmatched expertise. 

David also introduces Mariano Marco, Global Managing Director of Bridgeford Global, who will spearhead planning and business development initiatives in the international space, particularly Latin America, promoting Bridgeford Trust Company’s expansive fiduciary planning and structuring capabilities.

Listen in as David and Mariano discuss how Bridgeford Trust Company and Bridgeford Global are perfectly positioned to serve families globally as an international fiduciary provider that is big enough to matter, but small enough to care.

Episode 39 - Bridgeford Global with David Warren and Mariano Marco

In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with previous guest, Geralda Kral – Managing Director and Group Partner at UMA Wealth (Switzerland) AG, a private client and family wealth consultancy group. Joining them is a new guest to our podcast, Michael Donev – Private Banking Advisor at BFI Infinity Inc., an independent Swiss investment advisory firm.

Together, they offer an inside look at UMA and BFI and the comprehensive wealth planning and internationally diversified investment portfolio services they offer to ultra-high-net-worth families. The conversation takes a deep dive into asset protection and privacy, addressing common misconceptions heightened by recent events like the Pandora Papers and regulatory developments such as Common Reporting Standard (CRS) and the Corporate Transparency Act (CTA). 

As the discussion unfolds, listeners gain insights into how Bridgeford, UMA, and BFI collaborate to provide a multi-jurisdictional solution tailored to each client’s unique needs as they look to diversify their wealth planning with a combination of international and U.S. trust structures, as well as attain the truest form of asset protection. Geralda and Michael conclude by offering practical suggestions for families seeking stability and safety through diversification, highlighting the role of Switzerland and the expertise of our combined firms in navigating this process effectively.

Episode 40 – Asset Protection & Multi-Jurisdictional Diversification w/ Geralda Kral & Michael Donev

Like locking the door before you leave your house, you need to protect your investments too.  There are unexpected expenses, thieves, frivolous lawsuits and more.

PROTECT YOUR ASSETS-TRUST, BUSINESS STRUCTURES & POSITIONING ON YOUR MORTGAGE

In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with Michael Parker – Managing Director at Insight Consultants, an award-winning communications consultancy in Dublin, Ireland. Michael shares his journey through various senior positions in politics and business, detailing how these experiences shaped his entrepreneurial focus and led to the founding of Insight Consultants.

As David and Michael continue, they explore Ireland’s tax benefits and asset protection opportunities. They specifically discuss the advantages of Ireland’s pro-business environment, including its status as having the world's lowest corporate tax rate and being the fastest-growing economy in the EU driven by trade. These factors contribute to Ireland being known as the "Silicon Valley of Europe." 

The conversation also addresses concerns about stability and security amid uncertainties in the U.S. Many are seeking a "flight to safety," considering moving assets offshore to find a stable and secure atmosphere outside the U.S., and Ireland emerges as a top choice for those seeking a safe haven. As the conversation wraps up, listeners will see a hybrid solution emerge combining Ireland's benefits with the tax, privacy, and asset protection advantages of the U.S., particularly in a jurisdiction such as South Dakota, creating a powerful planning solution and offering a new strategy for advisors to discuss with their clients.

Episode 41 – Navigating Stability: Ireland’s Economic Edge for Offshore Assets with Michael Parker

Kamal Lidder is a skilled wealth advisor known for his personal touch and financial know-how. He uses his strong finance background to create tailored plans for his clients, covering investments, retirement planning, and tax savings. Kamal is respected for his honesty and dedication, aiming to build lasting relationships while helping clients navigate the world of wealth management for long-term success.

'Plead the Facts' presented by KI Legal is a weekly podcast produced by KI Legal, a multidisciplinary law firm based in NYC. Plead the Facts offers listeners the chance to hear KI Legal attorneys cover topics and share their insight on the world of law and business in the disciplines that the firm touches.
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Jo Garner is a mortgage officer with extensive knowledge in tailoring mortgages to her customers who are refinancing or purchasing homes all over the country. She offers conventional, FHA, VA, HARP refinances, Rural Housing or other loan programs for refinancing and purchases.

Jo can help you look at rent vs buy, when it makes sense to refinance, how to get the best deal on your home purchase financing. Jo’s mortgage team goes the extra mile for her customers, listening to the customer to make sure the mortgage product fits what they want today and what they need later. If there is an appraisal required, the customer’s loan is given a complete “second look” once the completed appraisal is submitted to see if there are any options for saving the customer more money per month or by lessening costs.

Jo Garner has been in the real estate/financing business for over 20 years. She grew up in West Tennessee and has been in the mortgage business in the Memphis area since 1990. She got her start in Portland, Maine where she first began her real estate career. She received her real estate education from the University of Southern Maine and was personally mentored in San Diego, California by Robert G. Allen, author of Nothing Down, Creating Wealth and The Challenge

Join Jo Garner live on News Radio AM 600 WREC every Saturday 9AM to 10AM CST or on IHEART Radio Subscribe for weekly Real Estate Mortgage Shoppe podcasts with show notes at www.JoGarner.com

This podcast is an open forum for guests to share their truth without any judgement and no restrictions! I recommend you take a listen!

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IG: @Flagrant2pod_
#Flagrant2pod #itsdmurph #houstontexas #txpods

WURD Radio is the only African-American owned and operated talk radio station in Pennsylvania, and one of few in the country. Taking a multimedia approach – on-air, online and in the community – WURD is widely recognized as the pulse of the African-American community locally, regionally, and nationally. From mayoral races to presidential elections, from the street corner to the corner suite, WURD has tackled the hard issues as an influential, respected and powerful voice in the marketplace.

Legal Tea is a podcast devoted to promoting awareness of estate and elder law – in an educational, yet entertaining way. A new episode drops weekly on Tuesday. Hosted by Indiana Attorney, Jenny Rozelle. #DoYourEstatePlan

New tracks tagged #AssetProtection