POPULARITY
2 episodes with Brian T Bradley
2 episodes with Brian T Bradley
2 episodes with Brian T Bradley
2 episodes with Brian T Bradley
2 episodes with Brian T Bradley
2 episodes with Brian T Bradley
2 episodes with Brian T Bradley
Brian T. Bradley, JD. Esq. is a distinguished Asset Protection Attorney, Financial Planner, and #1 Best Selling Author of the book: Over Exposed! Brian is also a husband, father, and highly ranked Brazilian Jiu Jitsu practitioner. He is a sought-after educator and speaker in both the legal and financial spheres. Brian is the founder of Bradley Legal Corp and Bradley Financial Planning and is passionate about educating people against legal attacks on wealth and empowering people to take charge of your financial well-being by leveraging tools like The Hybrid Bridge Trust and personalized tax-deferred financial strategies. What You Will Learn: Who is Brian T Bradley? What led Brian Bradley to specialize in asset protection? How does he define asset protection, and why is timing important in establishing it? What misconceptions do people have about asset protection, especially in relation to taxes and trusts? What are the limitations of LLCs in providing asset protection? What types of trusts can be used for asset protection, and what are the differences between them? Why is it important for high-risk professionals to have a solid asset protection plan? What are the benefits of a hybrid trust in asset protection? What is the difference between term life insurance and permanent life insurance? How do whole life insurance and indexed universal life insurance (IUL) differ in terms of cash value and growth? Why is it important for individuals to consider both life insurance and asset protection in their financial planning? What are the advantages and disadvantages of using annuities compared to 401(k) plans? How can individuals ensure that their annuities are inheritable for their beneficiaries? What financial strategies should someone with real estate investments consider when planning for retirement? Why is it essential to have a comprehensive estate plan, and what elements should it include? How can individuals prepare for potential financial gaps, such as those arising from medical expenses or legal issues? What advice does he offer for planning and implementing financial protection strategies over time? Brian shares how everyone can contact him. Additional Resources from Brian T Bradley: Website: https://btblegal.com/ Email: brian@btblegal.com Phone: (888) 773-9399 LinkedIn: https://www.linkedin.com/in/brian-t-bradley-esq-a47a7b12/ Facebook: https://www.facebook.com/profile.php?id=100035926521724 X: https://www.x.com/TahoeVandals99 YouTube: https://www.youtube.com/channel/UC-9W72jqtV_ze45Lz6pwjgA Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg
Protect your assets with these essential legal tips. Learn how to safeguard your finances and investments with expert advice on Asset Protection.Brian T. Bradley, JD. Esq. is a distinguished Asset Protection Attorney, Financial Planner, and #1 Best Selling Author of the book: Over Exposed! Brian is also a husband, father, and highly ranked Brazilian Jiu Jitsu practitioner. He is a sought-after educator and speaker in both the legal and financial spheres.Brian is the founder of Bradley Legal Corp and Bradley Financial Planning and is passionate about educating people against legal attacks on wealth and empowering people to take charge of their financial well-being by leveraging tools like The Hybrid Bridge Trust and personalized tax-deferred financial strategies.Connect with BrianE-mail address: brian@btblegal.com LinkedIn: https://www.linkedin.com/in/brian-t-bradley-esq-a47a7b12/ Website: https://btblegal.com/ YouTube: https://www.youtube.com/channel/UC-9W72jqtV_ze45Lz6pwjgA Remember to SUBSCRIBE so you don't miss "Information That You Can Use." Share Just Minding My Business with your family, friends, and colleagues. Engage with us by leaving a review or comment. https://g.page/r/CVKSq-IsFaY9EBM/review Your support keeps this podcast going and growing.Visit Just Minding My Business Media™ LLC at https://jmmbmediallc.com/ to learn how we can help you get more visibility on your products and services.Asset Protection, Financial Planning, Wealth Defense, Tax Savings, Hybrid Bridge Trust, Legal Strategies, Financial Strategies, Asset Protection Attorney, Financial Planner, Trust Tools, Tax-Deferment, Wealth Management
Andrew welcomes Brian T. Bradley, a top attorney and financial planner with a focus on asset protection and wealth preservation, to explore real-world strategies for protecting and growing wealth. They dig into tools like Medicaid-compliant annuities, IULs, and asset protection trusts, with Brian breaking down how to leverage the tax code and why early planning is critical—whether for business continuity, retirement, or long-term care. Brian also discusses how proactive financial moves help safeguard wealth from potential risks, combining security with smart growth strategies. Chapters: 00:00:00 - Setting the Stage 00:01:58 - Brian T Bradley: Insights from the Field 00:04:18 - Why Protecting Your Assets Matters 00:08:41 - Key Strategies for Asset Protection 00:12:52 - Unpacking Medicaid-Compliant Annuities 00:18:27 - Breaking Down Long-Term Care Costs 00:24:03 - Real Stories: Medicaid in Action 00:27:14 - Life Insurance: Term or Permanent? 00:28:46 - Beyond Whole Life: Indexed Insurance Explained 00:30:56 - The Power of Indexing for Wealth Growth 00:33:05 - Maximizing Tax Benefits with Smart Strategies 00:42:04 - Business Owners & Life Insurance Essentials 00:45:59 - Reflecting on Key Takeaways Connect with Brian Bradley Bradley Financial Planning Brian on LinkedIn Bradley Legal Corp Brian on YouTube Connect with The Better Than Rich: Get Your Free Delegation Plan - Better Than Rich BTR Mini-Course Website Facebook Instagram Twitter TikTok
Without asset protection, your wealth is as good as gone. One slip and fall from a tenant, one angry ex-spouse, one jealous onlooker, and you could have your real estate relinquished and your bank accounts drained. And as the economy continues to get even more rocky, lawsuits that threaten your hard-earned nest egg are becoming more and more common. So, how do you build a legal fortress around your fortune? Brian T. Bradley, Esq., our go-to asset protection expert, is back on the show with news that could affect all real estate investors. A recent case surrounding LLCs (limited liability companies) has completely changed the landscape for investors, businesses, and anyone who operates within an LLC. Now, the LLC you so carefully set up could mean nothing if you eventually get sued. But there is something you can do about it. In this episode, Brian goes over the changes in this new LLC law, how you can start protecting your assets (even if you only have a couple of properties), how to NOT commit “accidental fraud,” and the rise of “Robin Hood” lawsuits you MUST protect yourself against. In This Episode We Cover: The asset protection “layers” anyone can use to protect themselves from lawsuits A new court case on LLCs that could change the way business is done “Piercing the veil” and mistakes you're probably making that could cost you everything The “accidental fraud” actions MANY investors make when protecting their assets Why you NEVER want to put your rental properties into an S-Corp The rise in “Robin Hood” lawsuits that target wealthy, successful investors And So Much More! Links from the Show Find an Agent Find a Lender BiggerPockets Youtube Channel BiggerPockets Forums BiggerPockets Pro Membership BiggerPockets Bookstore BiggerPockets Bootcamps BiggerPockets Podcast BiggerPockets Merch Listen to All Your Favorite BiggerPockets Podcasts in One Place Learn About Real Estate, The Housing Market, and Money Management with The BiggerPockets Podcasts Get More Deals Done with The BiggerPockets Investing Tools Find a BiggerPockets Real Estate Meetup in Your Area Davids's BiggerPockets Profile David's Instagram Subscribe to David's YouTube Channel Rob's BiggerPockets Profile Rob's Instagram Rob's TikTok Rob's Twitter Rob's YouTube How to “Layer” Legal Protection So Lawsuits Won't Touch Your Wealth Don't Lose Your Portfolio to Lawsuits! Here's How to Protect Yourself Asset Protection for Rookies: 7 Wealth-Saving Answers from an Expert 10 Landlord-Tenant Laws Every Landlord Should Know Books Mentioned in the Show: Pillars of Wealth by David Greene Connect with Brian: Brian's BiggerPockets Profile Brian's Website Click here to listen to the full episode: https://www.biggerpockets.com/blog/real-estate-838 Interested in learning more about today's sponsors or becoming a BiggerPockets partner yourself? Email advertise@biggerpockets.com. Learn more about your ad choices. Visit megaphone.fm/adchoices
On this week's episode, I'm excited to bring on Brian Bradley, Esq. as a guest.Brian T. Bradley, Esq. is the Senior Managing Partner at Bradley Legal Corp and is a leading educator and nationally recognized asset protection attorney for high risk professionals, Entrepreneurs, real estate investors and ultra high net worth families.Collectively they are protecting over 5 Billion worth of assets. Brian's goal is to give you "peace of mind" knowing your assets are safe and they make it difficult for predatory lawyers to target vulnerable people. Brian was selected to the Best Attorneys of America List 2020, Lawyers of Distinction List 3 years in a row 2018 through 2020, Super Lawyers Rising Star List 2021 and 2015, nominated to America's Top 100 High Stake Litigators List and the Top 100 in Real Estate.Brian also writes and teaches on Advanced Estate and Strategic planning, and is a featured speaker at numerous Investment Summits, Real Estate, Cashflow, Finance and Life Coaching shows.Connect with Brian Here:Guest's Website: www.btblegal.comEmail Address: Brian@btblegal.com LinkedIn: Brian T. Bradley, Esq. | LinkedInRecommended Book: Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not!---Connect with Vijay on Instagram: @RealVijayKailashConnect with Vijay on LinkedIn: Vijay Kailash, CFA | LinkedIn--A quick message from our show's sponsor:Do you invest in index funds? This simple strategy (when used with your index funds) can lower risk, produce income, and help you retire early.This conservative strategy has outperformed SPY for over a decade. And the best part? This strategy takes just 5 minutes a week to execute.Click here now to learn this simple strategy for FREE: https://www.optionsellingsecrets.comRequired Disclosures: Options involve risk and are not suitable for all investors. Past performance is not indicative of future performance. Achieving a 7-figure investment portfolio nor retiring early are guaranteed. All opinions shared are each individual's opinions and are not the opinions of The Vijay Kailash Show, Option Selling Secrets, or other companies that may be mentioned in this show.
1129 Are you a business owner, real estate investor, or high net worth individual worried about protecting your hard-earned assets from potential lawsuits and creditors? Our guest today is a nationally recognized asset protection attorney who will share his expert insights on how you can safeguard your wealth and minimize risks. He has been featured on various top shows and publications, and his accomplishments speak for themselves. Get ready to learn valuable tips and tricks from the best in the business! Now, let's welcome to the show Brian Bradley Email:- brian@btblegal.com Website: www.btblegal.com ___________ Go to www.BusinessBros.biz to be a guest on the show or to find out more on how we can help you get more customers! #Businesspodcasts #smallbusinesspodcast #businessmarketingtips #businessgrowthtips #strategicthinking #businessmastery #successinbusiness #businesshacks #marketingstrategist #wealthcreators #businessstrategies #businesseducation #businesstools #businesspodcast #businessmodel #growthmarketing #businesshelp #businesssupport #salesfunnel #buildyourbusiness #podcastinglife #successgoals #wealthcreation #marketingcoach #smallbusinesstips #businessmarketing #marketingconsultant #entrepreneurtips #businessstrategy #growyourbusiness --- Support this podcast: https://podcasters.spotify.com/pod/show/businessbrospod/support
How "collectible" are you? Could a single lawsuit take away everything you've earned? Brian T. Bradley, a nationally recognized asset protection attorney, says our current legal system is less about justice and more about redistributing wealth. Brian discusses how asset protection could be your best bet to level the playing field and keep your wealth safe. Josh and Brian also discuss how to layer your asset protection, tactics you can bring to your CPA, and when to use LLC, LP, or Asset Protection Trust. These strategies are valuable to real estate investors, medical professionals, entrepreneurs, and anyone looking to safeguard their wealth. Links mentioned:Brian's Website: https://btblegal.com/Email Brian: brian@btblegal.comView previous episodes at:https://neohomeloans.com/infinite-financial-freedom/ Also on YouTube, Spotify, Apple Podcasts, and more!
Brian T. Bradley, Esq. is the Senior Managing Partner at Bradley Legal Corp and is a leading educator and nationally recognized asset protection attorney for high risk professionals, Entrepreneurs, real estate investors and ultra high net worth families.Collectively they are protecting over 5 Billion worth of assets. Brian's goal is to give you “peace of mind” knowing your assets are safe and they make it difficult for predatory lawyers to target vulnerable people.Brian was selected to the Best Attorneys of America List 2020, Lawyers of Distinction List 3 years in a row 2018 through 2020, Super Lawyers Rising Star List 2021 and 2015, nominated to America's Top 100 High Stake Litigators List and the Top 100 in Real Estate.Brian also writes and teaches on Advanced Estate and Strategic planning, and is a featured speaker at numerous Investment Summits, Real Estate, Cashflow, Finance and Life Coaching shows.Learn more: https://btblegal.comInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-brian-bradley-senior-managing-partner-at-bradley-legal-corp
Brian T. Bradley, Esq. is the Senior Managing Partner at Bradley Legal Corp and is a leading educator and nationally recognized asset protection attorney for high risk professionals, Entrepreneurs, real estate investors and ultra high net worth families.Collectively they are protecting over 5 Billion worth of assets. Brian's goal is to give you “peace of mind” knowing your assets are safe and they make it difficult for predatory lawyers to target vulnerable people.Brian was selected to the Best Attorneys of America List 2020, Lawyers of Distinction List 3 years in a row 2018 through 2020, Super Lawyers Rising Star List 2021 and 2015, nominated to America's Top 100 High Stake Litigators List and the Top 100 in Real Estate.Brian also writes and teaches on Advanced Estate and Strategic planning, and is a featured speaker at numerous Investment Summits, Real Estate, Cashflow, Finance and Life Coaching shows.Learn more: https://btblegal.comInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-brian-bradley-senior-managing-partner-at-bradley-legal-corp
While building wealth takes a whole lot of time and effort, your valuable assets can be taken from you in an instant if they're not protected correctly. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Brian T. Bradley, the Senior Managing Partner at Bradley Legal Corp, a leading educator and nationally recognized asset protection attorney for high-risk professionals, entrepreneurs, real estate investors and ultra-high-net-worth families. Brain's goal is to give you a peace of mind, knowing your assets are safe, by making it difficult for predatory lawyers to target vulnerable people.In this episode, you will learn:What asset protection is.The three layers of asset protection.How to properly layer your asset protection plan as you and your wealth grows.What asset protection trusts are, and the differences between the three main types (foreign, domestic, hybrid).Three misconceptions about asset protection.And more!Resources: Episode Transcript & Blog | www.btblegal.com | brian@btblegal.com | Schedule an Introductory Call | Bautis Financial: 7 N Mountain Ave Montclair, New Jersey 07042 (862) 205-5000
Brian T. Bradley, Esq. is a nationally recognized Asset Protection Attorney. He has been interviewed and a featured guest on many top shows such as: Bigger Pockets Rookie, Flipping America Podcast with Roger Blankenship the “Flipping America Guy” and member of the Forbes Magazine Real Estate Council. Brian was selected to the Best Attorney's of America's List 2020, Lawyers of Distinction List three years in a row (2018, 2019, 2020,) Super Lawyers Rising Star List 2015, nominated to America's Top 100 High Stake Litigators List, nominated to the 2017 Law Firm 500 Award. Brian also writes on high-end asset protection. Ownership of real estate has many benefits from an investment and tax standpoint. There is downside risk, however, since the value of real estate holdings may be significant and can be used to cover damages awarded in a lawsuit. Therefore, it's important to consider asset protection strategies relating to real estate holdings in order to minimize such risk. In today's episode, Brian lays out how asset protection really works from a legal standpoint and dispels some common myths that are thrown around in the industry. Episode Link: https://btblegal.com/ --- Transcript Before we jump into the episode, here's a quick disclaimer about our content. The Remote Real Estate Investor podcast is for informational purposes only, and is not intended as investment advice. The views, opinions and strategies of both the hosts and the guests are their own and should not be considered as guidance from Roofstock. Make sure to always run your own numbers, make your own independent decisions and seek investment advice from licensed professionals. Michael: What's going on everyone? Welcome to another episode of the Remote Real Estate Investor. I'm Michael Albaum and today I'm joined by Brian Bradley, asset protection attorney and he's going to be dropping some knowledge about all the things we should be aware of as real estate investors when it comes to protecting our assets. So let's get into it. Brian, what's going on, man? Thanks so much for taking the time to hang out with me today. I really appreciate it. Brian: No, absolutely Michael, thanks for having me on. It's going to be an important topic, a fun topic, I'm gonna try to keep it fun and not legally dense and you know, just like I'm not anyone's, you know, Attorney here legal guru. So we're just gonna be talking generalities, right? We're gonna learn a lot in this, you know, it's gonna be a lot of fun and as you're building scale and making more money, you know, you're getting a bigger red button on you and so like this world of where we're gonna be talking about asset protection is kind of a big deal. There's just a lot of ways to skin a cat, different layers, different strategies for where you're at in your life. So, you know, I think as we break these down, hopefully I can, you know, make this will make a little bit more sense for you and your listeners. Michael: Yes, it will. Thank you. I am super excited to learn a lot because before we hit record here, you and I were chatting about some of the topics that we'll be covering today and I was like, what is that totally brand new. So I'm really excited from a self-serving perspective. So give everyone that quick and dirty background who doesn't know Brian Bradley, who you are, where you come from, and what is it you're doing in real estate today? Brian: Yeah, absolutely. So, you know, I'm an asset protection attorney, you know, we're talking about it off recording, like from Lake Tahoe, so you know, big snowboard ski, you know, ski bum, you know, Lake bum, I got into asset protection from the litigation side of the law, I was selected to America's best attorney list 2021-2020 Super Lawyers rising star 2021-2015. Michael: My guess is that no, that's not like an online survey, you filled out to get that… Brian: Oh, no, and another do with me, that's really just people that you work their butt up in court, and then they recommend you or judges recommend you and I have nothing to do with it and it's actually pretty, you know, I appreciate even just the nomination, let alone winning it, you know, to where I think they only say 1% of all attorneys in the nation even get nominated for those awards, let alone then, you know, 1% of those even gets picked to as a as a winner and so… Michael: Congratulations… Brian: Thanks, yeah and for me getting into, you know, asset protection, which will define what that is, you know, in a minute, like, that'll be like our think our base starting point. I just, I just got into this weird area of law, because when I like money, I like investing, I like, you know, not paying as much taxes as you know, as I can and as you grow, you got to be smart with your money, right and who can take it from you and so as a trial lawyer starting out, I just had so many clients who were being sued and their lives just turned completely upside down coming to me after they're already being sued and at that point, you know, you're just too far down the rabbit hole, you know, it's like going to get a car insurance after you already got in an accident or, you know, home insurance after your house already, you know, caught on fire, it's just, it's not gonna happen and so I see a lot of people thinking that they don't need to do anything is another misconception. You know, it's kind of human nature, right? You know, like, I'm just gonna ride lady luck. I'll deal with it when I when, you know, it hits me later on and that's just not how anything that needs to be proactive in the legal sense is going to work like insurance or asset protection. Wishful thinking is not a protection tool. You know, that's how everything you know, like, go to Vegas, go to breaks and hit the roulette table and see how long your wishful thinking is gonna last for you, right? You know or, you know, as you're leveling up, people forget about this. Like, as your wealth is leveling up, you're leveling up, you don't level up your protection, you don't level up your insurance. Yeah, people go buy an umbrella policy, but they don't realize what an umbrella policy is just like everything else, right? You know, it just provides more access and money to, you know, for coverage, but it doesn't, it's not the same escape clauses, you know, like, there's no insurance in the world that's gonna say, okay, hey, if I go punch you in the face, are you gonna cover it for me? No, like, they don't cover you for intentional wrongdoings or allegations of fraud and intentional wrongs and so that's how they have their escape clauses out especially for very big cases. You know, if you're talking about like a million dollar or more lawsuit. A couple other big misconceptions that we need to address as we lay this landscape is just, you know, the revocable living trust, if people think like, oh, yeah, I have a trust, right, that you know, they don't realize trust. There's a lot of different types of trust. Your family estate plan, your revocable living trust are not designed to protect you while you're living in they don't have the lead have teeth to be able to. So once you pass, they're only designed to avoid probate not protect you while you're living from lawsuits and then over the last five years, I've noticed this massive misconception about the use of limited liability companies. LLCs and they just think that they're like, you know, Silver Bullet Dracula slayers and you guys miss, like, first word first letter, like limited, I tell you. Whereas, whereas this happened, where's this come from? Like, they're not hiding the fact they tell you like they titled it telling you limited liability. So like, now we have to reeducate people on this, like, yeah, don't put everything in the world under one LLC. Otherwise, if it gets pierced, you're gonna lose it on like, What are you talking about, which we'll break that down, you know, in a little bit. And then the sad thing is like, and I think it's worth explaining is this, if you just look around, and you look at, you know, our legal system and the world we live in, it's just broken, it's a broken system, you know, and we're so happy nirvana and just to like, kind of lay this framework down a little bit more. We're no longer about justice. We're about redistributing wealth from the haves, which is you, your listeners, people trying to grow and accumulate more to the have nots and over the last 40-50 years, things that didn't happen in the past, or that weren't allowed to happen in the past like contingency fee lawyers or law from advertising their common place. and then this created a cultural shift of a predatory legal system that's no longer about justice. So it's about profits now and then when you get on the road of high net worth, in affluent families and wealth, this level of protection, now we have to deal with taking a macroeconomic, more of like a global look about what's going on and the big picture here is really that we have a global financial system that has structurally deep rooted issues. You know, we have government backed fiat currencies that are now in question. This is also including the US dollar. So don't think like, just because we're in the US, we're exempt from all of this, you know, monetary policy today, you know, the one that exists is, you know, inflate or die and then you got governments looking for a deep and accessible pools of financing and meaning our money, you know, the hard workers, the people who are investing, along with financial repression, monetary economic manipulation. So this just adds all the challenges that we have to deal with when we're looking to protect your assets and so asset protection is that modern best bet to level this playing field by using a lot of the tools and the combination of the tools that we're going to talk about today to make it very hard for you to be collected on and so what this is really about is just like a talk about giving you peace of mind, lifestyle preservation, and you know, really just how collectible are you at the end of the day… Michael: Love it. But well, I am all about doing things to help peace of mind and insulate ourselves from the world at large. This you happy world at large. So help us understand Brian, like, what are some of the things when someone says asset protection to you like, Brian, I gotta protect my assets? What does that mean to you? What alarm bells are going off in your head? Brian: Yeah, absolutely. One is like, do you understand the difference between tax mitigation and asset protection and I've been getting this a lot, you know, especially this last year, obviously, as we see what's going on, you know, within inflation, taxes and everything right now, asset protection is not tax mitigation, like that's your CPE and wealth managers job. If creating an asset protection plan or an asset protection, trust or going offshore, you know, where to create tax havens like one that's illegal, it's fraud, you know, so system won't work, and then you go to jail for that type of stuff. Michael: So don't do that is what you're saying. Brian: That's not what this is about. So people always like, oh, I want to protect my assets and I don't want to pay taxes, completely two different things. The asset protection plan is to protect your assets from predatory lawsuits and litigation, not saying I want to not pay taxes, that's tax mitigation, talk to your CPA and wealth managers. First, lock down your assets from lawsuits because if you get sued and lose everything, what's your miracle working CPA going to be able to do for you if you have nothing for them to work on, so order of operation, protect your assets, then let them work through the system that's created to actually like mitigate, you know, forced depreciation, all those wonderful things that they do cost segue analysis… Michael: Yeah but Brian, to that, to that point, really quick. I'm just curious, like, do you work with a lot of CPAs because I can see, I can envision a scenario in which the legal side of things is super buttoned up super tight, but maybe isn't very tax efficient and so my guess is there's probably a happy medium, or some input that a CPA or wealth manager can inject into the situation to help make both things as tight as possible. Brian: Correct. You got to, you know, the issue generally is people don't involve their lawyers until later on down the line and it creates a lot of problems. So for example, a lot of CPAs will set up S Corps for investors, especially real estate investors for some reason, and great for tax purposes, horrible for litigation and I get this call a lot, you know, and most of my clients are calling with like 50 $100 million of real estate all stuffed in one S Corp. Okay, great again, for tax mitigation, horrible for let's say you get sued and now you're S Corp and all the shares get frozen and cease, there is nothing I can do for you. At that point, I can't move assets out and then even if I want it and you realize like, oh my god, I have so many pieces of property under one corporation like this is very risky, I need to start diversifying and employing these assets out, you're stuck, you're not going to be able to and I just had this call yesterday with a potential client. The reason is, when you're all the benefits of the S Corp, right? You know, deferred taxation and all this stuff, you're kicking the can down the road, once you start taking the assets out, you have to pay the money back and so people don't generally have millions of dollars sitting in their bank account saying like, okay, hey, I feel like you know, taking all the assets out of my S Corp now and now I'm going to go and pay the piper and the IRS. So because you don't have that money sitting around to pay the IRS and the taxes, we can move the assets for you and I'm not going to force you to go, you know, and have the IRS coming after you to collect on you and move the assets out anyways, because now you're just creating a bad situation for the client. So the lesson here to learn is if you're thinking of investing, you need to talk to both the lawyer and the CPA, because a lot of CPAs, they shouldn't be giving you legal advice. They're not lawyers, and they're not going to understand the aspect of what happens actually in court with s corpse and C corpse, when it comes to litigation, and why we don't want to use those to protect your assets. So we have to all talk together. The problem is I get this all I get the mess after the fact right, and then I have to start supporting afterwards and so when done, right, really, the modern, you know, estate planning is asset protection, what we're doing is creating legal barriers between your assets, and your potential creditor, the person suing you, the person trying to come after your money before it's needed and that's it, you know, it's like a safe for your gold or your guns or your valuables. Anything of value, you know, you want to put behind the legal barrier and out of your personal name so that it's not easily attached with a lien or reached and so I just like the rich, I really liked the Tony Robbins saying success leaves clues. The rich don't own things in their personal names their businesses do their trust, do they just get the beneficial use and enjoyment out of them while separating out that legal liability and we do that through just like different tools and mechanisms that we have kind of like key concepts and roadmaps like LLC is limited partnerships and trust. Michael: Got it. Okay and so when real estate investor comes to you, they're just getting started. They are moist clay, you can totally mold them, they don't already have a bunch of issues. What is your go to, like ideal scenario for asset protection? Brian: Yeah, so there, I mean, you're just starting out your green horn, like really just going to be an LLC and insurance and that's where you're gonna go, okay and as you think about how to use these systems and how to grow within them, okay, I want you and your listeners to think about winter, okay, like we were talking about this before we started recording like I'm from Lake Tahoe, snow, cold snowboarding skiing, I lived in Michigan, freezing cold arctic, you know, minus 40 degree weather for a while, well, I'm in Portland damp cold, you got to really layer you and so the first entry layer is as your base layer, when you're getting dressed, it's going to sit on your skin. This is the equivalent of an LLC and insurance. This is you know, when you're just starting out investing in you have zero to three units, or you know, zero to three properties, you're exposed net worth generally is like 250,000, net or below and then as you grow, and you add more assets, and you hit around that four unit or four property mark, you could be starting to invest in a couple different states as well, you know, you have now around like 500, to 700,000 exposed nets, what you need is a mid-layer, which is usually a little bit thicker, that's going to be made out of like a merino wool sweater, or for you ladies a car and again, this is your management company, like a limited partnership and I can break down that later on if we have time and then when you hit around that 1 million net worth mark, you know, you're gonna want to water shell waterproof layer. This keeps you nice and dry and warm when the weather's really bad. You know, this is your doomsday lawsuit protection layer is going to be an asset protection trust and specifically for our clients, we use a hybrid trust, which is combining an offshore trust and domesticating it through the IRS. So when a client comes to me, I receive it I realistically, you want four things you know, you want you're going to want an effective plan to have, you're going to want to control your plan. Three, you want a reasonable and sustainable cost, you know, depending on what layer you're at, is going to be individual for the for the client profile and then four you want a plan that's going to be easy to maintain compliance on what the IRS like I can create the strongest thing in the world for you. But if you're not going to be maintaining it and you don't want to do the IRS compliance with it, eventually you're just going to stop doing it and the whole system falls apart. So as you go through the valuation process and you're talking to different attorneys and you're vetting the process, just remember the acronym ECCC effectiveness, control cost and compliance and as long as you can start checking off all those boxes, you know you're gonna have a really good system. If you want to I can break down the first layer if you want to Trying to kinda go there like LLCs, or just really wherever you feel like directing this. Michael: Yeah, so I think our listeners probably have a good handle on LLCs. But I would love if you would walk us through what this hybrid trust is because it's not something that I'm familiar with, I've never heard of before. Brian: So yeah, and I think the reason why is like not many people focus on asset protection at a high level, you know, I think events like insurance, a lot of people wonder not only purely asset protection attorneys, right, they're generally business attorneys who do some asset protection or their real estate, you know, attorneys who do a little bit and they take continuing legal education course, learn about LLCs, and the kind of stops there and like insurance, they kind of tried to cast a large net nationwide, what was one thing you can cast nationwide and LLC and so I kind of think that's why like, the base layer, knowledge kind of stops there, because not many people just focus on, you know, very, very strong protection. This comes with the asset protection trust. So it's this final layer, the bad weather, you know, the outer shell waterproof layer, is this asset protection trust, it's going to be really the heart and soul of the system, especially when you have over 1 million exposed and that wealth and what I mean exposed is like your 401 K is exempt. So I don't include that in a net worth evaluation, because it's already a reset protecting some states, like if you're a Florida resident, we have a very strong homestead exemption of 100% of your of your primary residence. So I will take that out of the equation too, depending on the state you're in and the homestead. So what we're looking at is exposed unprotected, and that, you know, equity and wealth, all right. The great thing about trust is that they can be sculpted, to fit how you need them and they can morph as you need them without dealing with funding issues that you're going to fall into an LLC and other business entities that get their protection pierced, meaning now you're going to be held personally liable. So I just love trust and having a trust at the very top of the planning is very powerful and this is where picking the proper jurisdiction for a trust really comes into play. The standard 101 trust that I'm sure like everybody's familiar with, you know, kind of started in the 60s is the family revocable living trust. So you know, like when trust, you know, trust don't die. So then when you do, you act, and you fund your trust, which a lot of people forget to do, like, oh, I created my estate plan, and then they never transfer title into it. Remember, fund that fund the trust, if it's just, you know, your revocable living trust, the benefit of it is when you pass you don't have to go through probate, you can just skip the court system and probate and it changed the landscape of estate planning. Then you have what are called land trusts for real estate, you know, you hold your land, and then you connect them to an LLC. But land trusts don't have any protection in and of themselves. They're only as strong as the LLC that they're connected to, you know, so they're just a privacy mechanism, not a protection mechanism. Okay from there, you have higher levels of trust. They're called asset protection trust and I really want to spend the time, you know, with this and break down the three different types, you know, and after this, I think you and probably 99% of your listeners are going to know more than 99% of all the attorneys out there about asset protection, trust, they came, yeah, they came about in the early 1980s. You know, and so an asset protection trust is what's called a self-settled spendthrift trust. All sell settled means is that you created it for yourself, you know, they're for you, by you, as your own beneficiary, and they have very important spendthrift provisions in them. So this lets you protect your assets while you're actually living, you know, from creditors trying to sue you from not having to relinquish control of your assets. The difference is that they allow you to protect your assets, not just for your grandkids, but for yourself, which you weren't allowed to do in the past and then like I said, you're probably familiar with another type of self-settled trust the revocable living trust. They're the same and that they're self-settled created for you by you. The difference is that with an asset protection version of this trust, it includes these critical provisions called spendthrift provisions and what spendthrift provisions are is they are provisions that allow you to protect your assets from the creditors, they're the actual teeth behind it and for those to work, the trust them has to be not revocable, but it will revocable. So it's a very different type of trust, you know, just like chocolate or vanilla, both ice cream, just different types of ice cream. Michael: Yeah… Brian: You know, this is where the fun really starts to actually happen. There's two major school of thoughts here you can go international meaning offshore, another country jurisdiction, you know, you hear about Cook Islands, Cayman Islands, Belize, in the Bahamas, or domestically here in the US, you know, Nevada, Delaware, Wyoming, Texas, um, so you can set them up here in the United States and you know, if you don't mind, I think a great way to talk about it, just kind of talking about it through historical context, because I think if you understand the foundations of both offshore and domestic then you understand the principles of how we combine them together and why you want to Michael: Yeah, let's do it. Brian: Alright, cool. So again, you really have these three options, right, you can establish them offshore, you're going establish them domestically, and then we can hybrid them out like a hybrid car, take the best of both worlds put them together. So from the historical concept, the offshore trust actually came first, in 1984, when the famous Cook Islands, they created the first asset protection trust. I like and choose the Cook Islands if and when it's applicable, just because it literally offers the best home court advantage and why it's the best is because asset protection is just what these trusts in the Cook Islands were specifically drafted for and the power here is they have this wonderful word called statutory non recognition of any other jurisdictional court orders in the world, including the United States and so what this means is that if you have a judgment against you, in the United States, and you took it down to the Cook Islands, your US judgment is literally worthless, it literally has no value whatsoever. statutorily the Cook Islands they prohibited from recognizing it even from their own constitution and so if somebody wants to sue your trust, and it has a Cook Islands, you know, clause in it. So as a Cook Islands trust, they will have to start their case all over from scratch, the person who's suing you, they're going to have to prove their case beyond the reasonable doubt. This is the murder standard, the highest legal standard in the world that 99% sure standard. Not that you know, 51%, preponderance of the evidence, I'm not sure we don't know what happened. But we don't like the way they look right now. So let's just let's just give it to them. You know, you can't get a contingency fee attorney to represent you, because they're just not allowed down there. It's an ethical in the Cook Islands, just like it used to be unethical here in the United States. But then that got changed in the 60s, the claim meaning the lawsuit, you know, it's not amendable. So what this means is that it can't be changed or amended after the discovery process starts like we can do here in the United States. Like we can literally just say, okay, I'm suing you for this, dig around start discovery, then completely change what We're suing you for, because we started using as a fishing expedition. The person suing you, yeah, no, I mean, this is just like standard trial tactics is like, okay, hey, let me just flood you with discovery and like, start poking around and say, oh, hey, we didn't even know this was right here. Now I'm gonna add this to the complaint and sue you now, for this looks like a better cause of action anyways, I can't do that down there. But we can do it here all the time in the US. Michael: So it sounds like I need to go move to the Cook Islands. Brian: Now. Well, here and maybe not right, because you know, there's, there's cons to things, we'll get to the cons in a minute. So the person suing you, they're gonna have to front the entire court costs by the judge from New Zealand and if you lose your pay, you know, and I honestly think this is one of the worst things that we don't have here in the United States, though, like the loser doesn't need to pay the legal fees and the cost of the winner. So if you get sued for something completely bogus, I mean, a frivolous lawsuit, and you spend $200,000, defending yourself on legal fees, then the judge finally is like, this is ridiculous. I'm throwing this case out, you're still out 200,000 bucks, you know, the person who sued you, they're not going to be getting the bill for that because our legal system in the United States, they just that will discourage lawsuits and our legal system is run by trial lawyers who don't want to discourage lawsuits and there's only a one year statute of limitations. So if you go back to those four things I mentioned, right, remember, like effectiveness, cost, control, compliance, I mean, effectiveness, five out of five stars, nothing really nothing beats statutory nonrecognition. So what about the other ones, right, you know, control costs and compliance. This is kind of his kryptonite, you know, these are the drawbacks. If you're going to be purely foreign, like a purely foreign trust, you have a lot more IRS reporting, compliance and disclosure. So you have these things called IRS forms 3520 3520 A's. What this is, is a full balance sheet disclosure of everything that trust owns, and sometimes even the entire trust agreement to be disclosed and submitted to the IRS and it is expensive for this IRS forms to be done every year. Also, you're going to have factor compliance, because you're going to have a foreign bank account at that time. And of course, we're these trusts to work, you're going to be out of control of the trust. That's why they work so good. That's why they're the creme de la crème and clients are just not comfortable with this. So while we literally have the most effective trust in the world, by far, it's not something that I generally start with, I probably only say like 1% of my clients, I will go to a purely foreign trust with which then brings us right to the second option. Okay, we're not going to be going forward and what about these domestic trust? Yeah, they came about 10 years later down the road of all places, Alaska started it out and then not to be outdone, obviously, you're gonna be like, Well, hey, we're Wyoming and Nevada and Delaware like this is what we're known for. So we're jumping on the gravy train, right and then now about 19 other states now have created some form of asset protection, self-settled trust statutes. So we're seeing as a state starting to jump on board seeing yeah, our legal system is a threat and things have to get done to protect your assets and so as to protection the United States is very is very important to understand this ballot on It's just the concepts like how you go about doing it is very important. The issue with a purely foreign under the purely domestic asset protection trust is that, you know, we live in the United States of America, we have a Constitution, Article four section one for Faith and Credit Clause. What this provides and means is that every state has to grant the full faith and credit to the judicial proceedings of every other state. What this is means what it's telling you is that, for example, Nevada can pass and has passed an asset protection statute, okay, but it cannot ignore a California or Washington or like another states court orders. So where the Cook Islands can literally just throw that California judgment in the trash. Nevada can't do that. Nevada has to respect it constitutionally and even litigate it and then you have courts that are just simply ignoring the choice of law clause. So I mean, like literally, like bait levers more dissent in re Hubber, cucumber Steelman, Dover still all great facts, all great cases, they should have one of those cases, and judges literally just use their superpower public policy, we're ignoring the you know, choice of law clause, trust is breach means loss of assets, that's just completely unacceptable and so because of the case law that we're seeing, I'm not a big fan of a purely domestic asset protection, trust or anything purely domestic without something offshore built into it. This is why I prefer the hybrid version called like, we just call it a bridge trust, but it's really just like a hybrid, hybrid trust, think of them like a hybrid cars, okay? What we're doing just combining the best of both, and then making a better product and so these trusts have been around for almost three decades. So they're not, you know, the new lady to the dance, they've been around for about 30 years now and at the end of the day, what you're doing is taking a fully registered foreign Cook Island, offshore asset protection, trust, what all that for two years of solid case law, again, so it's fully registered offshore from the day we created with the offshore trustee, they're there in standby just in case you need them and then we build a bridge back to the IRS for IRS classification. So the IRS is literally taking this foreign trust and then they're classifying it as a domestic US trust, by complying with USC Section 7701. It's called the court test control test and so because of that bridge, as long as we have our compliance in place, we stay classified domestically and what this does is that the trust is now going to be cheaper to create. So generally, a purely foreign trust is going to cost like 4550, even $60,000 plus $12,000, a year to maintain very expensive, a hybrid trust is going to be cheaper, you're generally gonna be talking about, you know, 23 to 30,000, to set up a hybrid trust, plus no IRS tax filings whatsoever, while you're domestic because it's classified as a domestic US grantor trust, so you have no more IRS tax filings, unless God forbid, we have to break that bridge and now you also get the power of the offshore trust. If and when we need it. It's in our toolbox now, just like a contractor who says like, okay, hey, I don't need to use all my tools today. But I'm going to need them possibly at some point. So now I can use them as I need them. Versus coming to me later on after the fact oh, my God, Brian, I mow somebody over with my car, like, can you help me? You know, like, I want that foreign trust? Well, no, sorry, it's after the fact I can't do it now. But if we have the hybrid, I could have engaged it. So that would be like during the State of duress, we would break the bridge, stop being an IRS compliance, you are what you are a foreign trust. Until that point, you want to be classified domestically. So that hybrid trust is very, very effective, you may control of your assets, you may take control the trust, right up until that doomsday scenario where you don't want to be in control of it anymore. You know, maintenance and compliance with the IRS. Very simple. So at that point, you've now checked off all the boxes, effectiveness, cost control and compliance check, check, check, check, check and so this is where you know, for our clients, we generally are starting with these hybrid trust. Michael: Wow, this is wild, is super cool and so are you thinking that most folks that are in that kind of million dollars of expose net worth, this is where that starts to make sense. Brian: That's exactly like, so our main client profile that comes in you would think they'd be like, you know, 10s of millions of dollars for us, like realistically, I would say 75% of our clients generally around that 1.2 million, exposing that. Some high risk, probably like a doctor or surgeon lawyer, or just straight real estate investors. I have some of my favorite clients, nurses, firefighters, cops who self-funded their retirement through cash flowing properties, and now they're about to retire and they realize like, I can't lose all of this now because this is literally my nest egg and my legacy. Yeah, they need to lock it down and so you generally see the average client profiles like 1.2 to 2 million of exposed net with some risk, and it makes sense at that point. Yeah, get the LLC get the limited partnership get the trust for like 30,000 dollars locked down a million plus, and then sleep well at night. That's when the investment kind of makes sense for this type of protection. Michael: Yeah, that makes total sense and what would you say because I would imagine, after listening to this folks might go to other attorneys they work with mentioned this type of hybrid trust and they might be told now you don't need an LLC is good enough. I mean, what's the I know, we've talked about kind of a counter argument, but how does that conversation get ahead? Brian: Most of the time, I was, say, like the one the estate planning attorney, they will know about this, because their knowledge base, you know, is just not going to be around, let alone foreign trust. I mean, there's not that many people who even know like that much detail about how a foreign trust works, let alone using the incorrect domestic asset protection trust, you know, how many times I have California residents, using the Nevada asset protection trust, and the person who set it up for them, like the lawyer has no idea like, okay, what about this case? We're still in 2012, California case that said, hey, you're a California resident, we don't recognize asset protection trust, because we don't have the statutes here. So your Nevada asset protection, trust, and sorry, it's worthless, it's not gonna it's not gonna work, you know, so unless you go to an actual specialist and say, hey, here's the case law, here's what's going to happen down the run. Most people don't have that level of education, because they're not in that world. They don't exist in in it. So I feel bad for the clients because where's the knowledge come from? You think you're going to an attorney who was specialized in this, but you're not taught this in law school, you're not taught this for the bar exam, so how you develop this level of knowledge is really just did you get into the right group of people and were you passionate about it enough to like transition your practice into it… That's why I do these talks is just to educate people and you know, just the base thing, like, why not just an LLC, they're disregarded entities for tax purposes. So they're disregarded for taxes. That means it's disregarded to you for lawsuits and liability, meaning you're pierced. If you're using them for real estate. They're not businesses, they're holding companies, which means the number one argument that will win and pierce that every time is well, Your Honor, this is an actual business. It's an extension of Michael is just a holding company. Boom, you're pierced funding issues, bad accounting systems, like there's four ways to pierce that veil right there and I don't even have to think part about it. Charging, charging order protection mean, like what state do I go set these things up in? You know, how many times I hear people like, oh, just go create a Wyoming LLC? Are you a resident of Wyoming? Is the asset in Wyoming and the answer is no to either one of those, you just tried to buy another state's jurisdiction, that you have no connection to try bringing another state's laws to like California and other state that you're not connected to, and there's no reason to, you're gonna get laughed out of court. Like, it's just you can't go by other states more beneficial laws and bring them, you know, to another state that, you know, that has no jurisdictional connection to it and anonymity is the other like, really, like, flavor of the last like, two years is like, oh, create this anonymous, Delaware or Wyoming? Trust and Ghost the lawsuits, right? Yeah, well, that's not how these that's not how it works but that's how it's being sold by, you know, law firm salesmen and promoters. Yeah, create this and get a really crazy operating agreement and then next thing, you know, like, you're never gonna have to show up in court. I'm sorry, you have a personal agent of service for these out of state law firms their sole job, like, let's say, Mike here is my, you know, personal agent of service, he's gonna get my service and he's gonna say, hey, Brian, here's your service. That's why dude, you just… Michael: Got to show up in court… Brian: Court now and amenities done at that point. So the only way that an amenity works is you show up the court, a judge is gonna say, Hey, you're getting sued for a million bucks. Here's your you know, asset disclosure list. Tell me everything that you own, because we didn't know what can be collected on or not, at that point, and amenity or a quote, unquote, air quotes, Secrecy is now up to you. So you're gonna decide, am I gonna lie under oath and hope to god, I don't get you know, my operating agreement will hold up and commit perjury in court, or do I just disclose it. So like, you're the weak link at that point and then if you lie and commit perjury, under oath, you're going to jail on top of losing your assets. So it makes more sense just to say, hey, create a proper asset protection plan, LLC in the state that is layered up into a management company, once you hit the net worth put in the trust, and then sleep well at night because at the end of the day, I don't care if you lose your lawsuit. I care about it for your collectible or not, you know, like you can lose the 10 $50 million case. I just if the asset protection trusts setup strong and in the right jurisdictions with a proper exit strategies, does it mean that you can be collected on and then it lets me settle a case for pennies on the dollar… Michael: Dang this is nuts, Brian… This is like or this is earth shattering stuff. We got to have you back on to talk more about this. But I want to be very respectful of your time get you out here for people that have a similar response and you're like, holy crap, I gotta call this guy Brian, immediately. Learn more about this, reach out for your services. What's the best way for folks to get in touch get a hold of you? Brian: Yeah, one great resources, jump on my website, www.btbegal.com , I use it more as an educational resource with a lot of case law client studies. I just want you to be educated at the end of the day like, listen this here's the case law. Like, that's what lawyers should know about, especially trial lawyers. That's why I'm a good trial lawyer. I tell stories through case law and then another great way is through my email, you know, Brian: B R A I N @btblegal.com. I do you know, free 30 minute consultation, whether we're a great fit or not, like we'll figure that out over the phone. I would just rather how people have an educated decision, and then they can like go shop around. Michael: Love it, love it. Well, hey, man, thanks again for coming on. Really appreciate the time and we'll definitely be in touch. Brian: Yeah, for sure. Thanks brother… Michael: All right, everyone. That was our episode, a big thank you to Brian for coming on talking about a lot of things that we've never heard before on the show and definitely bring up some excellent counterpoints to be thinking about as always, if you enjoyed the episode, feel free to leave us a rating or review wherever it is to get your episodes and we look forward to seeing the next one. Happy investing…
5 Talents Podcast - Commercial Real Estate, REI, Financial Freedom
Brian T. Bradley, Esq. is the Senior Managing Partner at Bradley Legal Corp and is a leading educator and nationally recognized asset protection attorney for high-risk professionals, Entrepreneurs, real estate investors, and ultra-high net worth families. Collectively they are protecting over 5 billion worth of assets. Brian's goal is to give you "peace of mind" knowing your assets are safe and they make it difficult for predatory lawyers to target vulnerable people. In this episode, Brian discusses asset protection and its importance to high-risk professionals. He breaks down trust into its various components and explains how asset protection works to protect investments and real estate before an attack can occur. He discusses the increasing frequency of doomsday lawsuits, and how asset protection is your modern best bet to level the playing field. He talks about how, if you're starting and don't have any assets, you shouldn't make any investments. [00:00 - 04:01] Opening SegmentIntroducing Brian to the show!Specializes in protecting investments and real estate[04:02- 19:00] Asset Protection And Accumulate More AssetsThe legal system is broken and predatoryAsset protection is the best way to level the playing field and protect your wealthAsset protection is to start at the base layer and build up as you accumulate more assetsThe global monetary system is inflationaryInflation is bad for the poor because it takes money away from themThe need to be aware of what's happening in the worldFocus on tax mitigation first and then decrease your taxable estate[19:01 - 30:30] Balance Out The System Through Asset ProtectionFocus on cash flow and not taking into account other factorsThe different stages of an investor's journeyInvest in ways that will allow them to take advantage of tax code benefitsBalance out the system through asset protectionThe three main layers of asset protectionDoomsday lawsuit protection[30:31 - 36:54] Closing SegmentAdding a strong asset protection trust because it can help protect your moneySee the links below to connect with Brian!Quotes:"Asset protection is not traditional estate planning. It's just a modern way tool to balance out the system.” - Brian Bradley"Asset protection isn't traditional estate planning, it's modern estate planning." - Brian BradleyConnect with Brian through Website & LinkedIn!Connect with me:www.5talents.capitalLinkedInInstagramWatch 5T CRE on YouTubeLeave us a review and receive your free ebookEmail us --> abel@5tcre.com5 TALENTS CAPITAL | ABEL PACHECOIf you are ready to start your investment journey with 5 Talents Capital, here are the next steps you should take:View our informational video and case study at https://5talents.capital/grow-your-wealth/After viewing the video follow the prompts which will lead you to a scheduling link to meet one on one with Abel Pacheco. Register for our investor portal here investor portal once registered you will be able to review some of our past deals and you will receive alerts for upcoming investSupport the show
Asset Protection isn't something that's commonly discussed in this business and today we learn a little bit more about why it should be... Brian T. Bradley, Esq. is the Senior Managing Partner at Bradley Legal Corp and is a leading educator and nationally recognized asset protection attorney for high risk professionals, Entrepreneurs, real estate investors and ultra high net worth families. Collectively they are protecting over 5 Billion worth of assets. Brian's goal is to give you "peace of mind" knowing your assets are safe and they make it difficult for predatory lawyers to target vulnerable people. Brian was selected to the Best Attorneys of America List 2020, Lawyers of Distinction List 3 years in a row 2018 through 2020, Super Lawyers Rising Star List 2021 and 2015, nominated to America's Top 100 High Stake Litigators List and the Top 100 in Real Estate. Brian also writes and teaches on Advanced Estate and Strategic planning, and is a featured speaker at numerous Investment Summits, Real Estate, Cashflow, Finance and Life Coaching shows. Brian helps shine some light on the topic of Asset Protection and gives lots of valuable insight for us today without having to pay the hourly rate! Follow us on social media and don't forget to subscribe for more educational and comical episodes such as this one! Facebook: https://www.facebook.com/joshua.ferrari.16/ Linkedin: https://www.linkedin.com/in/joshua-ferrari-6b9107160/
I interviewed Brian T. Bradley, a lawyer who specializes in Asset Protection. We talked about making sure your gains are protected against litigation. He also explains how to use increasing levels of protection to ensure you have the right and most cost-effective mitigation strategy for wherever you are on your wealth journey. Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com Links and Resources from this Episode www.practicalwealthadvisors.com https://linktr.ee/curtmay Email Curtis for a free report - curtmay@gmail.com Call his office - 610-622-3121 Connect with Brian T. Bradley https://www.linkedin.com/in/brian-t-bradley-esq-a47a7b12 https://btblegal.com/ Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Meet the guest: Brian T. Bradley What asset protection is How avoiding probate works Building good asset protection through the ECC process The downside of using LLCs for asset protection The common misconceptions surrounding LLCs How the self-settled trust works What the different trusts are: How they work and how they differ from others The order of progression Do you need to have an LLC for every property? Why is it important to get your protection set up before you start any operations? How to reach out to Brian T. Bradley Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Click here to subscribe with Apple Podcasts Click here to subscribe with Spotify Click here to subscribe with Stitcher Click here to subscribe with RSS
You can have as many assets as you want, but they won't do you any good if they aren't protected. In this episode, Brian T. Bradley, Esq. breaks down asset protection and why it's important to have a comprehensive plan. Brian is the Senior Managing Partner at Bradley Legal Corp, an Advisory Board Member of the Asset Protection Counsel, and is a leading educator and nationally recognized asset protection attorney for high-risk professionals, entrepreneurs, real estate investors, and ultra-high net worth families. With insights from his presentation “Understanding Asset Protection,” he gives business owners and investors valuable and practical tips to guide them on keeping their assets secure, saving on taxes, and avoiding lawsuits. There's a lot to learn in this episode with host Jim Pfeifer, so grab your pen and get ready to take some notes! To see the full show notes and transcript, click here.Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors' Community.Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.
Most investors assume LLCs for rental properties are the way to go in terms of asset protection. From a novice's point of view, LLCs seem to provide everything you would need?—anonymity, simple tax filing statuses, and legal protection. But, an LLC in reality isn't as airtight as most real estate investors think. And the worst time to learn about the limitations of an LLC is during a lawsuit, where your wealth (and sanity) is at risk.To stop you from guessing when it comes to asset protection, we've brought on our go-to expert and heavy hitter asset protection lawyer, Brian T. Bradley, Esq. Not only is Brian well versed in the realm of asset protection, but he's also helped numerous clients protect their real estate wealth, making him the perfect person to ask about LLCs, limited partnerships, trusts, and more.Brian walks through the different types of legal “layering” that real estate investors can set up to protect themselves from lawsuits and angry creditors. He defines exactly how each type of real estate investor should set up their assets as their net worth expands, and what to do BEFORE you get served with a lawsuit. While Brian may not know your personal situation, he does speak with years of experience serving high-net-worth investor clients and can relay their mistakes (so you don't make them too).In This Episode We Cover:What is asset protection and why is it crucial for real estate investors in particularThe “layers” of legal protection that real estate investors must haveWhat an LLC really protects you from and why it may be different than what you think“Piercing the veil” and why most investors need to go a step beyond LLCsLimited partnerships and trusts that give you the best asset protectionFinancing hiccups when keeping your rental properties in trustsAnd So Much More!Links from the ShowBiggerPockets ForumsBiggerPockets Youtube ChannelOn the Market PodcastBiggerpockets BlogsBiggerpockets Agent FinderReal Estate Rookie PodcastRookie Podcast 106: Asset Protection for Rookies: 7 Wealth-Saving Answers from an ExpertTony RobbinsAirbnbWhatsAppMySpaceTikTokCardano (ADA)Rob's TikTok ProfileRob's InstagramRob's Youtube ChannelDavid's InstagramDavid's Tiktok ProfileConnect with Brian:Brian's Company WebsiteEmail Brian: brian@btblegal.comCheck the full show notes here: https://biggerpockets.com/blog/real-estate-595See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Brian T. Bradley, Esq. is the Senior Managing Partner at Bradley Legal Corp and is a leading educator and nationally recognized asset protection attorney for high risk professionals, Entrepreneurs, real estate investors and ultra high net worth families. Collectively they are protecting over 5 Billion worth of assets. Brian's goal is to give you "peace of mind" knowing your assets are safe and they make it difficult for predatory lawyers to target vulnerable people. Brian was selected to the Best Attorneys of America List 2020, Lawyers of Distinction List 3 years in a row 2018 through 2020, Super Lawyers Rising Star List 2021 and 2015, nominated to America's Top 100 High Stake Litigators List and the Top 100 in Real Estate. Brian also writes and teaches on Advanced Estate and Strategic planning, and is a featured speaker at numerous Investment Summits, Real Estate, Cashflow, Finance and Life Coaching shows. Links: http://www.btblegal.com (www.btblegal.com) https://www.linkedin.com/in/brian-t-bradley-esq-a47a7b12/ (https://www.linkedin.com/in/brian-t-bradley-esq-a47a7b12/) *Disclaimer. Richard Carthon is the Founder of Crypto Current. All opinions expressed by members of the Crypto Current Team, Richard or his guest on this podcast are solely their opinions and do not reflect the opinions of Crypto Current. You should not treat any opinion expressed by Richard as a specific inducement to make a particular investment or follow a particular strategy but only as an expression of his opinion. This podcast is for informational purposes only. ~ Put your Bitcoin and Ethereum to work. Earn up to 12% interest back with Tantra Labs ~ New to crypto? Check out our Crypto for Beginners Step-by-Step Guide to Crypto Investing ~ Follow us on Youtube, Twitter, Instagram, Facebook, LinkedIn, & Tik Tok ~ Want to make ~$25+ a month for FREE? Sign up to get a FREE emrit.io Coolspot today! ~ Want to learn more about cryptocurrency? Check out our educational videos today! ~ Swan is the easiest and most affordable way to accumulate Bitcoin with automatic recurring purchases. Start your plan today and get $10 of free Bitcoin dropped into your account. ~ Want access to cool crypto/blockchain projects that you can use immediately? Check out our partnerships page! ~ Looking to attend a cryptocurrency or blockchain event? Check out our events page! ~ Tune in on Crypto Current TV throughout the week for a 24/7 crypto stream on the latest action on crypto markets, news, and interviews with the industry's top experts! ~ Enjoying our podcast? Please leave us a 5 star review here! ~ Stay up to date with the latest news in cryptocurrency by opting-in to our newsletter! You will receive daily emails (M-S) that are personalized and curated content specific to you and your interests, powered by artificial intelligence. ~ We were featured as one of the Top 25 Cryptocurrency Podcasts and one of the 16 Best Cryptocurrency Podcasts in 2020. ~ Are you an accredited investor looking to invest in cryptocurrency? Check out Crescent City Capital. ~ Earn Interest. Receive Loans. Trade Crypto. Start Today! Learn more about how you can sign up for Blockfi ~ Want to be on our show or know someone who should? Contact us today! ~ We hope you are enjoying our cryptocurrency and blockchain educational content! We greatly appreciate donations, which all go directly towards creating even better educational content. Thank you for your generosity! Buy us a coffee here :)
Conscious Millionaire J V Crum III ~ Business Coaching Now 6 Days a Week
Welcome to the Conscious Millionaire Show for entrepreneurs, who want to create an abundant future for themselves and humanity. Heard by millions in 190 countries. Do you want to put more money in the bank, create a powerful impact, and enjoy a purposeful life? This is the podcast for you! Join host, JV Crum III, as he goes inside the minds of Millionaire Entrepreneurs and World-Class Business Experts. Today's featured episode... Brian T. Bradley: Legal Ways to Protect Your Assets Brian T. Bradley is a leading educator and nationally recognized asset protection attorney for high risk professionals, entrepreneurs and investors protecting Billions of assets. He was selected to the Best of Attorneys of America List in 2020 as well as numerous other awards. Like this Podcast? Get every episode delivered to you free! Subscribe in iTunes Download Your Free Money-Making Gift Now... "Born to Make Millions" Hypnotic Audio - Click Here Now! Please help spread the word. Subscribing and leaving a review helps others find our podcast. Thanks so much! Inc Magazine "Top 13 Business Podcasts." Conscious Millionaire Network has over 3,000 episodes and millions of listeners in 190 countries. Join us as a regular listener to get money-making secrets on how you can grow your business and profits faster!
Welcome to the Conscious Millionaire Show for entrepreneurs, who want to create an abundant future for themselves and humanity. Heard by millions in 190 countries. Do you want to put more money in the bank, create a powerful impact, and enjoy a purposeful life? This is the podcast for you! Join host, JV Crum III, as he goes inside the minds of Millionaire Entrepreneurs and World-Class Business Experts. Today's featured episode... Brian T. Bradley: Legal Ways to Protect Your Assets Brian T. Bradley is a leading educator and nationally recognized asset protection attorney for high risk professionals, entrepreneurs and investors protecting Billions of assets. He was selected to the Best of Attorneys of America List in 2020 as well as numerous other awards. Like this Podcast? Get every episode delivered to you free! Subscribe in iTunes Download Your Free Money-Making Gift Now... "Born to Make Millions" Hypnotic Audio - Click Here Now! Please help spread the word. Subscribing and leaving a review helps others find our podcast. Thanks so much! Inc Magazine "Top 13 Business Podcasts." Conscious Millionaire Network has over 3,000 episodes and millions of listeners in 190 countries. Join us as a regular listener to get money-making secrets on how you can grow your business and profits faster!
Title: Clarifying Asset Protection and the Many Misconceptions on LLC with Brian T. Bradley, Esq. Brian T. Bradley, Esq. is the Senior Managing Partner at Bradley Legal Corp and is a leading Educator and nationally recognized Asset Protection Attorney for High Risk Professionals, Entrepreneurs, Real Estate Investors and Ultra High Net Worth Families. Collectively they are protecting over 5 Billion worth of assets. Brian's goal is to give you "peace of mind" knowing your assets are safe. Brian was selected to the Best Attorneys of America List 2020, Lawyers of Distinction List 3 years in a row 2018 through 2020, Super Lawyers Rising Star List 2021 and 2015, nominated to America's Top 100 High Stake Litigators List and the Top 100 in Real Estate. Brian also writes and teaches on Advanced Estate and Strategic planning, and is a featured speaker at numerous Investment Summits, Real Estate, Cashflow, Finance and Life Coaching shows. Let's hear more of his story! [00:01 - 2:54] Opening Segment Let's welcome my guest for today's show, Brian If you haven't heard about Brian's previous episode with us, you should definitely check that episode out. [02:55 - 33:55] A Deep Dive into LLC Brian shares about the misconceptions held about the LLC Space Three big problems in creating business entities Is there a way to get tax benefits while being disregarded and still get protection? The “next level protection” Legally register your LLC in the state you're living in! On registering your LLC in a state you are not a resident in What proper asset protection should look like A limited partnership management How is setting up a limited partnership different Brian's advices for those who wants to take transition The third level of protection: Asset Protection Trust [33:56 - 36:41] Closing Segment Final Words Connect with my guest, Brian, in the links below Tweetable Quotes "What being disregarded means is that the IRS is not taxing your business separate from you.” - Brian T. Bradley, Esq. "What you need to realize is as you are building assets, there's better ways to accelerate wealth.” - Brian T. Bradley, Esq. "Real Estate is just different.” - Brian T. Bradley, Esq. ------------------------------------------------------------------------ Shoot Brian a message through his email brian@btblegal.com And checkout their company's website www.btblegal.com WANT TO LEARN MORE? Connect with me through LinkedIn Or send me an email sujata@luxe-cap.com Visit my website www.luxe-cap.com or my YouTube channel Thanks for tuning in! If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!
IN THIS EPISODE, YOU'LL LEARN:What asset protection is and why it is important.When a real estate investor needs to start considering asset protection.What LLCs are and whether or not you need one to invest.Common and dangerous misconceptions around LLCs.How to properly setup and structure LLCs.How LLCs and asset protection works for house hacks.What asset protection trusts are.And much, much more!EPISODE RESOURCESGet more content from Robert.Learn about our Investing Starter Packs on real estate.Key Concepts of Asset ProtectionAsset Protection Overview PresentationGary Keller's book The Millionaire Real Estate Investor.All of Robert's favorite books.Support our free podcast by supporting our sponsors.Save with a credit union that helps you build financial confidence with Navy Federal Credit Union.Make your home safe with Simplisafe and get 40% off today. Indoor and outdoor cameras, comprehensive sensors, you name it.Now, not only the wealthy can afford collectibles! Enter Otis, an investment platform that makes it possible for almost anyone to invest in shares of cultural assets. Sign up now at withotis.com/TIP to get your first share for FREE!Get exclusive rewards and comprehensive benefits with Point Card. Membership starts at $99 a year and comes with unlimited cash-back on every purchase! Use promo code INVEST to get 25% off current membership fees when you create an account. Valid until January 31, 2022 only, so sign up now!Switch to Mint Mobile and get premium wireless service, starting at JUST $15 bucks a month, and get the plan shipped to your door for FREE.Read this episode's transcript and full show notes on our website.Connect with Robert: Website | Instagram | TwitterConnect with Brian: Website | LinkedInSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Brian T. Bradley, Esq. is a nationally recognized Asset Protection Attorney. He has been interviewed and a featured guest on many top shows such as Flipping America Podcast with Roger Blankenship the “Flipping America Guy” and a member of the Forbes Magazine Real Estate Council. SharkPrenuer hosted by Kevin Harrington (the original Shark on the hit TV show ‘Shark Tank' and inventor of the infomercial), Simple Passive Cash Flow with host mastermind investor Lane Kawaoka, White Coat Investors, Best Advice Ever with super host Joe Fairless (the host of the longest-running REI show). Brian was selected to the Best Attorney's of America's List 2020, Lawyers of Distinction List three years in a row (2018, 2019, 2020,) Super Lawyers Rising Star List 2015, nominated to America's Top 100 High Stake Litigators List, nominated to the 2017 Law Firm 500 Award. Brian also writes on high-end asset protection [00:01 - 03:13] Opening Segment Get to know Brian Bradley Bio [03:14 - 12:38] Asset Protection for Real Estate Investors Just Like Modern Estate Planning “Success leaves clues” - Tony Robbins Outgrowing LLCs How to Manage Different State LLCsWhat are you holding? What state is it located at? [12:39 - 27:02] Asset Protection: Layering and Leveling Up Limited liability company versus limited partnership How to manage your tax filings Fraudulent TransfersFraudulent conveyance versus fraud The power of adding an offshore component Looking for stronger layers of asset protection [27:03 - 33:51] Closing Segment Quick break for our sponsorsGroundfloor offers short-term, high-yield real estate debt investments to the general public. Check www.passivewealthstrategy.com/groundfloor/ to get started. Brian's favorite personal bookThe Alchemist Brian's favorite business bookRich Dad's Cashflow Quadrant Where's your travel destination after the pandemic?Japan or Iceland Connect with my guest. See the links below. Resource Mentioned: Indian Palms Country Club Association v. Anchorbank Tweetable Quotes: “You don't want to mix different state assets all in one LLC.” - Brian Bradley “At some point, you should be responsible for the negligence of your own decisions.” - Brian Bradley ------------ Connect with Brian Bradley through briantbradley@aol.com, Facebook, Youtube, and LinkedIn. Visit their website https://btblegal.com/. Invest passively in multiple commercial real estate assets such as apartments, self storage, medical facilities, hotels and more through https://www.passivewealthstrategy.com/crowdstreet/ Participate directly in real estate investment loans on a fractional basis. Go to www.passivewealthstrategy.com/groundfloor/ and get ready to invest on your own terms. LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode or click here to listen to our previous episodes
Global Investors: Foreign Investing In US Real Estate with Charles Carillo
Brian T. Bradley is a nationally recognized Asset Protection Attorney for High-Risk Professionals, Entrepreneurs, Real Estate Investors and Ultra High Net Worth Families. He was selected to the Best Attorneys of America List 2020, Lawyers of Distinction List 3 years in a row and Super Lawyers Rising Star List. Learn More About Brian Here: BTB Legal - https://btblegal.com/ What do you want to hear/see more of and less of? What question do you always wish I would ask but I never do? Connect with the Global Investors Show, Charles Carillo, and Harborside Partners: ◾ Setup a FREE 30 Minute Strategy Call with Charles: schedulecharles.com/ ◾ Global Investors Web Page: https://charleskcarillo.com/global-investors-podcast/ .◾ Join Our Email Newsletter: http://bit.ly/32pehL0 ◾ Foreign Investing in US Real Estate Facebook Group: facebook.com/groups/ForeignInvestingInUSRealEstate/
Brian T. Bradley, Esq. is the Senior Managing Partner at Bradley Legal Corp and is a leading Educator and nationally recognized Asset Protection Attorney for High Risk Professionals, Entrepreneurs, Real Estate Investors and Ultra High Net Worth Families. Brian's goal is to give you "peace of mind" knowing your assets are safe. We talk about the following… What is Asset Protection What has changed in the legal system over the last 30 years. How do you properly layer an asset protection plan? What is an asset protection trust and how are domestic and foreign trusts different? What are the misconceptions of LLCs? 4 things for asset protection to work: Your system must be seen as impenetrable Must be managed properly Cannot attract a lawyer It just MUST work Brian's Tips: Asset protection is the modern best bet. Keep your assets in another name OTHER than your legal name-- get an LLC. Have an effective plan, always! For assets that are real estate, use the state that the real estate is located in because you're not gaining anything by using another state. You're just doubling your maintenance cost! So, just keep it simple and properly layered. Success is not overnight. Links Brian's Facebook Brian's LinkedIn
Episode 82 - No matter what stage of your financial journey you are at, you should be thinking about asset protection. Yes, even if you are just starting out. Brian T. Bradley is a lawyer who specializes in just that, making sure your gains are protected against litigation. He's going to explain just how to use increasing levels of protection to ensure you have the right and most cost-effective mitigation strategy for wherever you are on your wealth journey. After hearing this show, you're going to take a hard look at where you are, and where you should be heading. Click here to download your free CME credits for listening to the show! Register for the Marriage and Money, M.D. Summit for free!For physicians who want a stronger marriage and better path to building wealthJoin us for this incredible free online event November 15-17, 2021!Medical careers drain time and energy from physicians and their spouses, not to mention the crushing debt most doctors are faced with when they first come out of training. The Marriage and Money, M.D. summit is a free 3-day online event that will give physician families the tools, resources, and encouragement they need to strengthen their marriage and build wealth so they can have the happy family and financial independence they deserve!Click here to learn more and sign up for free today! Check out the additional free resources available at The Scope of Practice!Business management resourcesPersonal finance resourcesPodcasting resourcesRecommended online coursesRecommended booksBrian T. Bradley, Esq. is a nationally recognized Asset Protection Attorney. He has been interviewed and a featured guest on many top shows such as: Flipping America Podcast with Roger Blankenship the “Flipping America Guy” and member of the Forbes Magazine Real Estate Council. SharkPrenuer hosted by Kevin Harrington (the original Shark on the hit TV show ‘Shark Tank' and inventor of the infomercial), Simple Passive Cash Flow with host mastermind investor Lane Kawaoka, White Coat Investors, Best Advice Ever with super host Joe Fairless (the host of the longest running REI show).Brian was selected to the Best Attorney's of America's List 2020, Lawyers of Distinction List three years in a row (2018, 2019, 2020,) Super Lawyers Rising Star List 2015, nominated to Americas Top 100 High Stake Litigators List, nominated to the 2017 Law Firm 500 Award. Brian also writes on high-end asset protection.No more than 2.5% percent of lawyers are selected by Super Lawyers Rising Star. Super Lawyers, is a Thomas Reuters business, and is a rating service of outstanding lawyers who have attained a high degree of peer recognition and professional achievement.Connect to Brian BradleyBradley Legal Protection Corporation WebsiteEmail Brian at Brian@btblegal.com
LifeBlood DEFI: We talked about the future of cryptocurrency, what makes Bitcoin unique, what gives it value, how governments are likely to treat it, how it's taxed, and how to position yourself for success with it with Brian T. Bradley, Asset Protection Attorney. Listen to learn if Bitcoin has what it takes to be here for the long term! For the Difference Making Tip, scan ahead to 19:21. You can learn more about Brian at BTBLegal.com, Facebook and LinkedIn. You can learn more about the show at MoneyAlignmentAcademy.com, Twitter, LinkedIn, Instagram, Pinterest, YouTube and Facebook or contact George at Contact@GeorgeGrombacher.com.
Join your host Andrew Tisser with his guest Brian Bradley, as they talk about the different layers of asset protection and the part where people go wrong when it comes to managing their assets. Asset protection is not traditional estate planning but is modern estate planning, Brian explains. Before it is even needed, it serves as a legal barrier between your assets and your potential creditor—or the person suing you.In this episode you will learn:· Managing assets with a false sense of security can lead to…· What is asset protection?· What are AMLPs or Asset Management Limited Partnerships?· The Different Types of Trust.· Extreme cases involving offshore trusts show us…About Brian Bradley:Brian T. Bradley, Esq. is a nationally recognized Asset Protection Attorney. He has been interviewed and a featured guest on many top shows such as Flipping America Podcast with Roger Blankenship, the "Flipping America Guy," and a member of the Forbes Magazine Real Estate Council. Brian was selected to the Best Attorney's of America's List 2020, Lawyers of Distinction List three years in a row (2018, 2019, 2020,) Super Lawyers Rising Star List 2015, nominated to Americas Top 100 High Stake Litigators List, nominated to the 2017 Law Firm 500 Award. Brian also writes on high-end asset protection.Find Brian Bradley Esq:Website: https://btblegal.com/LinkedIn: https://www.linkedin.com/company/bradley-legal-corp/Email: brian@btblegal.com Connect with Talk2Medoc on:Website: https://www.andrewtisserdo.com/Linkedin: https://www.linkedin.com/in/andrewtisserdo/Facebook: https://www.facebook.com/andrew.tisserInstagram: https://www.instagram.com/talk2medoc_llc/Twitter: https://twitter.com/Talk2MeDocYouTube: https://www.youtube.com/channel/UC0O_Sf3aYLavYaJ_hg7bM8g
Believes asset protection is about life preservation rather than legal. Protecting what you have is most important when first starting out in investing. Single member LLC's are basically worthless due to the court dismissing them. LLC has “one mindset” while limited partnership has “duel/split mindset” A disregarded entity makes you personally liable for a lawsuit putting all assets at risk. Landtrust is used as a privacy device and only holds land it is not for protection.
On this episode, we're talking asset protection for real estate investors with Attorney Brian T. Bradley!Watch at YouTube.MatthewMa.com!Brian T. Bradley, Esq. is the Senior Managing Partner at Bradley Legal Corp and a leading Educator and nationally recognized Asset Protection Attorney for high risk professionals, entrepreneurs, real estate investors, and high net worth families. Collectively, they protect over 5 Billion in client assets. Brian's goal is to give clients "peace of mind" knowing their assets are safe. Brian has been on the Best Attorneys of America List, Lawyers of Distinction List, Super Lawyers Rising Star List, and nominated to be on America's Top 100 High Stake Litigators List and the Top 100 in Real Estate. Brian also writes and teaches advanced estate and strategic planning and is a featured speaker at investment summits and a frequent guest on real estate and finance shows. Reach out to Brian T. Bradley at brian@btblegal.com.Connect:Facebook: https://www.facebook.com/Bradley-Legal-Corp-2050182898528275LinkedIn: https://www.linkedin.com/company/bradley-legal-corp/YouTube: https://www.youtube.com/channel/UC-9W72jqtV_ze45Lz6pwjgAWebsite: https://btblegal.com/Leave a review on iTunes and let me know what you think !Host: Matthew MaMatthew Ma is an Investor, Syndicator, Founder, Coach, and Podcast Host. He's a Broker Associate with eXp Realty and strives to help agents grow their business with proven, effective methods learned from experience. Through his podcast, The Truth About Real Estate, and Avant University, he educates buyers, sellers, investors, and real estate agents on the current state of the market, how to use innovations in technology, sales, and marketing to build a scalable business. As an investor and syndicator with Avant Asset Management, he's dedicated to client success by building wealth through investments in apartment building syndications. Reach out to Matthew Ma at Matt@MatthewMa.com.
On this episode, we're talking asset protection for real estate investors with Attorney Brian T. Bradley!Watch at YouTube.MatthewMa.com!Brian T. Bradley, Esq. is the Senior Managing Partner at Bradley Legal Corp and a leading Educator and nationally recognized Asset Protection Attorney for high risk professionals, entrepreneurs, real estate investors, and high net worth families. Collectively, they protect over 5 Billion in client assets. Brian's goal is to give clients "peace of mind" knowing their assets are safe. Brian has been on the Best Attorneys of America List, Lawyers of Distinction List, Super Lawyers Rising Star List, and nominated to be on America's Top 100 High Stake Litigators List and the Top 100 in Real Estate. Brian also writes and teaches advanced estate and strategic planning and is a featured speaker at investment summits and a frequent guest on real estate and finance shows. Reach out to Brian T. Bradley at brian@btblegal.com.Connect:Facebook: https://www.facebook.com/Bradley-Legal-Corp-2050182898528275LinkedIn: https://www.linkedin.com/company/bradley-legal-corp/YouTube: https://www.youtube.com/channel/UC-9W72jqtV_ze45Lz6pwjgAWebsite: https://btblegal.com/Leave a review on iTunes and let me know what you think !Host: Matthew MaMatthew Ma is an Investor, Syndicator, Founder, Coach, and Podcast Host. He's a Broker Associate with eXp Realty and strives to help agents grow their business with proven, effective methods learned from experience. Through his podcast, The Truth About Real Estate, and Avant University, he educates buyers, sellers, investors, and real estate agents on the current state of the market, how to use innovations in technology, sales, and marketing to build a scalable business. As an investor and syndicator with Avant Asset Management, he's dedicated to client success by building wealth through investments in apartment building syndications. Reach out to Matthew Ma at Matt@MatthewMa.com.
No one ever wants to think about getting sued and all their assets being vulnerable. Is your portfolio protected as good as it should be in the event that doomsday occurs? * Brian T. Bradley is a nationally recognized Asset Protection Attorney for High-Risk Professionals, Entrepreneurs, Real Estate Investors, and Ultra High Net Worth Families. Brian is going to discuss all the actions you need to take to protect yourself and your portfolio in the event that you experience your own doomsday. * He will also talk with Joe about the importance of being proactive in securing your wealth instead of reacting to possible threats because it might be too late by then. Learn the different strategies of asset protection and understand what will work best for your current situation in order to maximize your benefits. * You can reach Brian at https://btblegal.com/ for more information. ----- Increase Your Net Worth by grabbing our FREE tax savings download, and Subscribing to our weekly newsletter. JoeRobert.com ***Connect across your favorite social platform: https://linktr.ee/Joerobert ***Subscribe to our podcast: The Joe Robert Show.
Brian T. Bradley, Esq. is a leading educator and a nationally recognized Asset Protection Attorney for high-risk professionals, entrepreneurs, real estate investors, and ultra-high net worth families. Brian's goal is to give you peace of mind, knowing your assets are safe. He was selected to the Best Attorney's of America's List 2020 of 2020, Lawyers of Distinction List for three years in a row(2018-2020), Super Lawyers Rising Star list of 2015, nominated to America's Top 100 High Stake Litigators List, nominated to the 2017 Law Firm 500 Award.He also writes and teaches on high-end asset protection. Brian has been featured as a guest presenter at various summits and talks on numerous investing, real estate, cash flow, finance, and coaching shows.[00:01 – 07:04] Opening SegmentLet's get to know Brian BradleyBrian talks about his backgroundHis role as an Asset Protection AttorneyDistinctions and Accolades he received throughout his careerBrian talks about high-risk professionalsDoomsday scenarios to prepare for[07:05 – 21:16] High-End Asset ProtectionFallacies in LLC'sFactors to consider when looking to protect your assetsHaving management companies to own and manage LLC'sJurisdiction shoppingA false understanding of anonymityFirst steps to take and safeguard your assetsAsset management limited partnership[21:17 – 23:20] Closing SegmentBrian's advice to aspiring investorsDon't be afraid. Take failures as opportunities to learn and grow.How He stays on top of his gameHis way to make the world a better placeHow to reach out to Brian – links belowFinal wordsTweetable Quotes:“Once your mind is right for success, then success comes.” - Brian Bradley“As long as you do what you do, learning something new, and working on yourself, you're always gonna be at the top.” - Brian Bradley “The more you own, the more you have. The bigger visibility you have, the more of a target you are.” - Brian Bradley“People have this false sense of understanding what anonymity actually is.It doesn't mean that you can just disappear and never be found and you're never gonna be sued again. Anonymity works before lawsuit so people can't look you up. “ - Brian Bradley“Don't be afraid. You're going to fail. But take these failures as learning opportunities and don't let them stop you. Learn from it, grow, and move on.” - Brian BradleyResources Mentioned: Bradley Legal Corp------------------------------------------------------------------------------------------Connect with Brian, send him an email at brian@btblegal.com, or visit https://btblegal.com/ Connect with me:I love helping others place money outside of traditional investments that both diversify strategy and provide solid predictable returns.Call: 901-500-6191FacebookLinkedInLike, subscribe, and leave us a review on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in! Email me --> sam@brickeninvestmentgroup.com
Brian T. Bradley, Esq. is a leading educator and a nationally recognized Asset Protection Attorney for high-risk professionals, entrepreneurs, real estate investors, and ultra-high net worth families. Brian's goal is to give you peace of mind, knowing your assets are safe. He was selected to the Best Attorney's of America's List 2020 of 2020, Lawyers of Distinction List for three years in a row(2018-2020), Super Lawyers Rising Star list of 2015, nominated to America's Top 100 High Stake Litigators List, nominated to the 2017 Law Firm 500 Award.He also writes and teaches on high-end asset protection. Brian has been featured as a guest presenter at various summits and talks on numerous investing, real estate, cash flow, finance, and coaching shows.[00:01 – 07:04] Opening SegmentLet's get to know Brian BradleyBrian talks about his backgroundHis role as an Asset Protection AttorneyDistinctions and Accolades he received throughout his careerBrian talks about high-risk professionalsDoomsday scenarios to prepare for[07:05 – 21:16] High-End Asset ProtectionFallacies in LLC'sFactors to consider when looking to protect your assetsHaving management companies to own and manage LLC'sJurisdiction shoppingA false understanding of anonymityFirst steps to take and safeguard your assetsAsset management limited partnership[21:17 – 23:20] Closing SegmentBrian's advice to aspiring investorsDon't be afraid. Take failures as opportunities to learn and grow.How He stays on top of his gameHis way to make the world a better placeHow to reach out to Brian – links belowFinal wordsTweetable Quotes:“Once your mind is right for success, then success comes.” - Brian Bradley“As long as you do what you do, learning something new, and working on yourself, you're always gonna be at the top.” - Brian Bradley “The more you own, the more you have. The bigger visibility you have, the more of a target you are.” - Brian Bradley“People have this false sense of understanding what anonymity actually is.It doesn't mean that you can just disappear and never be found and you're never gonna be sued again. Anonymity works before lawsuit so people can't look you up. “ - Brian Bradley“Don't be afraid. You're going to fail. But take these failures as learning opportunities and don't let them stop you. Learn from it, grow, and move on.” - Brian BradleyResources Mentioned: Bradley Legal Corp------------------------------------------------------------------------------------------Connect with Brian, send him an email at brian@btblegal.com, or visit https://btblegal.com/ Connect with me:I love helping others place money outside of traditional investments that both diversify strategy and provide solid predictable returns.Call: 901-500-6191FacebookLinkedInLike, subscribe, and leave us a review on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in! Email me --> sam@brickeninvestmentgroup.com
A lot of investors or people in the real estate industry think that they already know everything and end up losing their business in an instant. Real estate is not just about understanding how to maximize your taxes, but also knowing how the law works in every state plays an important role. This episode will make you familiarized with the importance of Asset Protection in real estate as Brian Bradley, a well-known Asset Protection Attorney shares his background and expertise in helping people to keep their assets safe.What You'll Learn From This Episode:Brian's Background in Asset Protection and Real EstateWhat is Asset Protection and Why it is ImportantUnderstanding LLC, How it Works, and Common Misconceptions About ThisHow to Protect Yourself and Your Asset when Investing Out-of-StateWhat is Asset Protection Trusts and How it WorksSteps in Setting up an Asset Protection in Place to Protect Your AssetsImportance of Knowing How to Get the Right Asset Protection Attorney and What Questions You Should be AskingRole of Insurance in Asset Protection PlanningHaving Systems, Procedures, and Team in Place to Scale Your BusinessGuest Bio:Brian T. Bradley, Esq. is a leading educator and nationally recognized Asset Protection Attorney for High Risk Professionals, Entrepreneurs, Real Estate Investors and Ultra High Net Worth Families. Brian’s goal is to give you peace of mind knowing your assets are safe. Brian was selected to the Best Attorneys of America List 2020, Lawyers of Distinction List 3 years in a row 2018 through 2020, Super Lawyers Rising Star List 2015,nominated to Americas Top 100 High Stake Litigators List.Website: https://btblegal.com/Email: brian@btblegal.com To Connect With Us:Please visit our website: www.bonavestcapital.com and please click here, to leave a rating and review!Sponsor:Thinking About Creating and Growing Your Own Podcast But Not Sure Where To Start?Visit https://mypodcast.website/ and Schedule a call with Adam A. Adams
Today, my guest is Brian T. Bradley Esquire. He is the leading educator and nationally recognized asset protection attorney for high risk professionals, entrepreneurs, real estate investors and ultra high net worth families. Brian's goal is to give you peace of mind knowing your assets are protected. And in just a minute, we're going to speak with Brian about asset protection, the risk real estate investors face and what you can do to protect yourself.
Today we are joined for a conversion with Brian T. Bradley, Brian is a leading Educator and nationally recognized Asset Protection Attorney for High Risk Professionals, Entrepreneurs, Real Estate Investors and Ultra High Net Worth Families. Brian's goal is to give you peace of mind knowing your assets are safe. Brian was selected to the Best Attorneys of America List 2020, Lawyers of Distinction List 3 years in a row 2018 through 2020, Super Lawyers Rising Star List 2015, nominated to America's Top 100 High Stake Litigators List. He also writes and teaches on High-End Asset Protection.You can learn more about Brian and his practice at btblegal.com and LinkedinShow Notes:What An Asset Protection Attorney Does | Asset Protection PlannersArizona State Baseball | D1 BaseballTrial of Michael Jackson | WikipediaJudge Brings Hammer Down in "‘Cages Kids' Case | The Santa Barbara IndependentWill vs. Trust: What's the Difference? | InvestopediaThe Great Recession | WikipediaRobert Kiyosaki | WikipediaCook Islands Trust | Offshore-Protection.comCook Islands, A Paradise of Untouchable Assets | New York TimesToday's Rampage at the Capitol, As It Happened | New York TimesIdentity Politics | WikipediaFBI calls for help identifying people who stormed Capitol | NBC News Royce Garcia | WikipediaBELIEVE ft Les Brown, Tyrese Gibson | YoutubeWhat is a Soul Tie? | Spirit VineThe Creature from Jekyll Island by G. Edward Griffin | Institute for Principle StudiesBond Market | WikipediaBook Review: Rich Dad Poor Dad | Medium
Brian T. Bradley, Esq. is a leading Educator and nationally recognized Asset Protection Attorney for High-Risk Professionals, Entrepreneurs, Real Estate Investors and Ultra High Net Worth Families. Brian’s goal is to give you peace of mind knowing your assets are safe. Brian was selected to the Best Attorneys of America List 2020, Lawyers of Distinction List 3 years in a row 2018 through 2020, Super Lawyers Rising Star List 2015, nominated to America's Top 100 High Stake Litigators List. He also writes and teaches on High-End Asset Protection. Brian has been a featured guest on numerous Investing, Real Estate, Cashflow, Finance, and Coaching shows and presents at various investing summits. (00:01-04:51) Opening Segment - Introduction of the host into the show - Alpesh introduces the guest of the show, Brian Bradley - Brian shares something interesting about himself (04:52-35:35) Real Estate Investing Journey and Ins and Outs of Asset Protection - Does Brian personally invest? - What is Asset Protection? - Importance of layering protection - How does LLC work? - Types of LLC - Weaknesses of LLC - LLC vs DST - What is a Bridge Trust? - Importance of Bridge Trust and Jurisdiction - What happens when someone gets sued? - Cons of Asset Protection - How to protect primary residence? - Asset Protection on Primary Residence - Cons of Bridge Trust/Foreign Asset Protection Trust (35:36-35:55) Break (35:56-36:10) Second Segment - Welcoming listeners and guest back to the show (36:11-39:41) Fire Round - Will Brian change the business strategy after Coronavirus? - Brian's favorite real estate, finance, or other related books - Tool or website Brian recommends - Brian's advice to beginner investors - How does Brian give back? - How can Wealth Matters Podcast listeners reach out to Brian? (39:42-40:05) Closing Segment Reach out to Brian by visiting www.btblegal.com or email brian@btblegal.com
Show notes:Brian T. Bradley, Esq. is a leading Educator and nationally recognized Asset Protection Attorney for Entrepreneurs, Real Estate Investors and Ultra High Net Worth Families. Brian’s goal is to give you peace of mind knowing your assets are safe. Brian was selected to the Super Lawyers Rising Star List 2015, Lawyers of Distinction List 3 years in a row from 2018 through 2020, and Best Attorneys of America List 2020. Brian speaks at various investment summits and has been a featured guest on numerous Investing, Real Estate, Cash flow, Finance and Coaching shows.On this episode you'll learn:-Brian's background and how he assists investors-What is asset protection-How to properly layer your protection-Where to setup your LLC-Points of Series LLCs-Nevada/Wyoming LLC's-Differences between LLC and Trusts-Clients buying properties in personal namesContact Info:Website: www.btblegal.comLinkedin: https://www.linkedin.com/in/brian-t-bradley-esq-a47a7b12
Want to avoid mistakes in Long Distance Investing? Download your FREE document at billykeels.com/7mistakestoavoid Episode 55: Dream Big While Protecting Your Assets In the conversation with today’s guest, Brian Bradly, you’ll learn the following: [00:29 - 03:00] Bradley’s profile, in Billy’s guest introduction. [03:00 - 06:24] The backstory and life journey of Bradley up to today, in his own words. [06:23 - 09:21] How much asset protection comes in a Revocable Living Trust, and the meaning of an Irrevocable Living Trust. [09:21 - 11:28] What Asset Protection is, and who the main players in it are. [11:28 - 17:46] The typical client who would be looking for Asset Protection. [17:46 - 22:50] The meaning and application of the terms ‘Pierce the Veil’ and ‘Asset Anonymity’. [22:50 - 28:08] The differences between an Asset Protection Trust and a Bridge Trust, how they work together and what they can do for you. [28:08 - 33:07] The process you need to go through to make sure you have everything in as safe a state as possible. [33:07 - 36:27] Where insurance plays out in Asset Protection. Here’s what Brian shared with us during today’s conversation: Where in the world Buck is currently: Portland Oregon. Favourite European city: Prague, Czech Republic. The best thing to happen in the past 24hours: Delving in to some Tony Robbins material after properly discovering him a couple of weeks ago! A mistake Brian would like you to learn from so you don’t have to pay full price for it: Check your Ego - in the long run, it pays to Take Less and Learn More to gain success. Book Recommendation: The Alchemist, by Paulo Coelho. Be sure to reach out and connect with Brian Bradley by using the info below: Website: https://btblegal.com Email: brian@btblegal.com LinkedIn: Brian T. Bradley, Esq Start taking action TODAY so that you can gain more Education and Control over your financial life. To see the Video Version of today’s conversation just CLICK HERE. Do you want to have more control and avoid the mistakes that I made getting started in long distance investing? Then you can DOWNLOAD the 7 Mistakes to Avoid in Long Distance Investing Guide by clicking HERE. Be sure to connect with Billy! He’s made it easy for you to do…Just go to any of these sites: Website: www.billykeels.com Youtube: billykeels Facebook: Billy Keels Fan Page Instagram: @billykeels Twitter: @billykeels LinkedIn: Billy Keels
Brian T. Bradley, Esq. is a leading Educator and Nationally recognized Asset Protection Attorney for High Risk Professionals, Entrepreneurs, Real Estate Investors and Ultra High Net Worth Families. Brian’s goal is to give you peace of mind knowing your assets are safe. Brian was selected to the Best Attorneys of America List 2020, Lawyers of Distinction List 3 years in a row 2018 through 2020, Super Lawyers Rising Star List 2015, nominated to Americas Top 100 High Stake Litigators List. He also writes and teaches on High-End Asset Protection. Brian speaks at many investment seminars and has been a featured guest on numerous Investing and Real Estate shows. Connect with Brian: LinkedIn brian@btblegal.com www.btblegal.com On the LLYMI Podcast, we talk about how to use Real Estate Investing to take control of your life. We interview people at all stages of the journey to financial freedom in order to piece together a more cohesive story from beginner to veteran. What does it truly look like to be financially free? LLYMI • Live Like You Mean It • Interviews focused on peoples’ journeys to financial freedom MFM • Multifamily Minute • A quick educational segment focused on an aspect of Multifamily Investing & Personal Finance Interested in investing? Visit: www.legacyax.com Connect with me: www.linkedin.com/in/vanhagye
Googling real estate asset protection will result in pages filled with misconceptions, like that asset protection is only for high net worth investors or that all you need to protect yourself is an LLC. To separate the truth from fiction, we welcome back Brian T. Bradley who, since our last conversation, has been voted America’s Best Attorney for 2020. After summarizing key asset protection strategies and how they act as different layers of insurance, we dive straight into the top asset protection myths. You’ll hear why you should never set up your LLC as a single-member company and how to decide which state to set up your limited partnerships in. From our special focus on LLCs, we explore how anonymity can work in your favor but why it doesn’t offer any legal protection. An important point, Brian highlights that asset protections don’t exist to hide your assets. Instead, they’re a holistic strategy to protect your assets from risks that range from getting into a car accident to someone injuring themselves on your property. We also touch on the power of offshore trusts and how Quantum Living Trusts can offer incredible protection for families who have under one million dollars in net worth. Tune for real insights into asset protection and to learn the asset protection questions that you should be asking your attorney or CPA. Key Points From This Episode:A warm welcome back to Brian T. Bradley, America’s Best Attorney for 2020.Brian provides an overview of asset protection and how it leads to peace of mind.Unpacking the first asset protection misconception; that all you need is an LLC.Why you should never set up your LLC as a single-member entity.Hear the answer to the common question — “In which state should you set up your LLC?”Setting up your limited partnership in a state with strong charging order jurisdictions.Why a lack of case law doesn’t necessarily mean that you should create a series LLCs. The limits of anonymity and where it can work in your favor.How asset protection is designed to protect your investments, not hide them. The powerful protection that comes from setting up an offshore trust.How a Quantum Living Trust can afford incredible protections to families with under one million dollars in net worth.Changing your asset protection strategies and the ease of converting to a bridge trust. Why you should be wary of any law firm that only talks about selling you an LLC.How your assets can be threatened by circumstances that aren’t related to your business.Important questions that you should ask your asset protection attorney. Links Mentioned in Today’s Episode:Brian T. Bradley on LinkedInBrian T. Bradley EmailBrian T. Bradley on TwitterBradley Legal CorpQuantum Living TrustRitter on Real Estate Episode 16 Best Attorney's of AmericaUnited States V. GrantChase BankKilker v. Stillman
Brian T. Bradley Esq., the Senior Managing Partner of Bradley Legal Corp., an Asset Protection Attorney for High Net Worth families and individuals, Entrepreneurs, Real Estate Investors and Ultra High Net Worth Families joins Enterprise Radio. The post Key Concepts of Asset Protection appeared first on Enterprise Podcast Network - EPN.
Understanding the Ins and Outs of Asset Protection with Brian Bradley: Discovering Multifamily Podcast Episode 61 On this episode of Discovering Multifamily, Brian T. Bradley, Esq. joins us as a leading Educator and nationally recognized Asset Protection Attorney for High Risk Professionals, Entrepreneurs, Real Estate Investors and Ultra High Net Worth Families. Brian’s goal is to give you peace of mind knowing your assets are safe. Brian was selected to the Best Attorneys of America List 2020, Lawyers of Distinction List 3 years in a row 2018 through 2020, Super Lawyers Rising Star List 2015, nominated to Americas Top 100 High Stake Litigators List. He also writes and teaches on High-End Asset Protection. Podcast Links: iTunes: https://podcasts.apple.com/us/podcast/discovering-multifamily/id1506820688 Website: www.redknightproperties.com/media Spotify: https://lnkd.in/gfcVc3p Links/Shout-Outs Mentioned: www.redknightproperties.com - Red Knight Properties Websitehttps://www.linkedin.com/in/brian-t-bradley-esq-a47a7b12/ - Brian T. Bradley -Linkedinwww.btblegal.com - Brian Bradley Website #financialfreedom #passiveinvesting #activeinvesting #investsmart #investwisely #buildingwealth #multifamily #podcast #Red Knight Properties
In the past, real estate investors didn’t need to worry about getting sued. Now, it’s becoming part of the cost of doing business. Asset protection has become the front-line defense against predators who abuse the legal system. In today’s episode, we dive into the subject with Brian T. Bradley, a leading and asset protection attorney for real estate investors, and high net worth families. Brain explains how the likelihood that you get sued increases the more your business grows. Having talked about the need for investors to protect their assets, we explore the different forms of asset protection that can range from deliberately carrying debt to establishing an LLC in a different state. After touching on how asset protection can get you to the negotiating table faster and in a stronger position, Brian unpacks the practical steps that investors should take to protect their assets. We discuss the pros and cons of onshore versus offshore asset protection and how Bridge Trusts offer the best of both worlds. Brian then talks about why hitting a net worth of $500,000 substantially increases your risk — it’s just enough to get sued but not enough to easily recover from it. We dispel common misconceptions around asset protection and Brian provides step-by-step information on the topic, including what happens to your money when you place it into a trust, and the average costs of asset protection. Tune in to hear more about asset protection. As Brian can attest, there’s no point earning money if you’re not able to keep it. Key Points From This Episode:Exploring Brian’s acclaimed career as an educator and asset protection attorney.What ‘asset protection’ means from a real estate perspective. Why lawsuits are an increasingly large issue; never have anything in your name. Brian unpacks the roadmap for the different forms of asset protection. How judges have broad powers to reach your assets, even when lacking legal authority. The asset protection steps you should take when you’re an entry-level investor.What an asset protection trust is and how it’s different from other trusts.The pros and cons of offshore versus onshore asset protection strategies. How US courts don’t always acknowledge the precedent of the state your trust is set up in. The best of both worlds: setting up Bridge Trusts; a hybrid onshore, offshore model. Why hitting a net worth of $500,000 substantially increases your risk. Common misconceptions that people have regarding LLCs and asset protection.What happens to your money when you transfer it into a trust. The four layers of asset protection: LLCs, asset management companies, asset protection trusts, and insurance. Limits to insurance companies and how they might “wiggle out” of claims.Dispelling more myths around asset protection. Why you should always seek professional help when it comes to liability.If you enjoy the guests and content please subscribe and leave a review. Your reviews matter and each one has a major impact on the success of the show!Want to get more investing resources?Visit kentritter.com for more free passive real estate investing resources including videos, blogs, and tools visitInterested in Investing alongside my firm? Contact me at kritter@birgeandheld.com.My company Birge and Held Asset Management have a twelve-year track record creating sustainable wealth for over 2,000 investors through high-quality multifamily investments.https://birgeandheld.comThank you for listening!
Brian T. Bradley, Esq. is a leading Educator and nationally recognized Asset Protection Attorney for High-Risk Professionals, Entrepreneurs, Real Estate Investors and Ultra High Net Worth Families. Brian’s goal is to give you peace of mind knowing your assets are safe. Brian was selected to the Best Attorneys of America List 2020, Lawyers of Distinction List 3 years in a row 2018 through 2020, Super Lawyers Rising Star List 2015, nominated to Americas Top 100 High Stake Litigators List. He also writes and teaches on High-End Asset Protection. Brian has been a featured guest on numerous Investing, Real Estate, Cashflow, Finance and Coaching shows. If you like what you hear be sure to like, share, subscribe! Podcast- Mindful Multi-Family show Network on Facebook- Mindful Multi-Family Network Instagram- Chris_Salerno_ Youtube Channel- Chris Salerno Website- www.qccapitalgroup.com Like, subscribe, share, and comment below! This podcast should not be copied, distributed, published or reproduced, in whole or in part. The information contained in this recording was obtained from publicly available sources, has not been independently verified by QC Capital, LLC, The Mindful Multi Family Show, and the Host, may not be current, and QC Capital, LLC, The Mindful Multi Family Show, and the Host has no obligation to provide any updates or changes. All price references and market forecasts are as of the date of recording. This podcast is not a product of QC Capital, LLC, The Mindful Multi Family Show, and the Host Research and the information contained in this podcast is not financial research. The views and opinions expressed in this podcast are not necessarily those of QC Capital, LLC, The Mindful Multi Family Show, and the Host and may differ from the views and opinions of other departments or divisions of QC Capital, LLC, The Mindful Multi Family Show, and the Host and its affiliates. QC Capital, LLC, The Mindful Multi Family Show, and the Host is not providing any financial, economic, legal, accounting, or tax advice or recommendations in this podcast. The information contained in this podcast does not constitute investment advice or an offer to buy or sell securities from any QC Capital, LLC, The Mindful Multi Family Show, and the Host entity to the listener and should not be relied upon to evaluate any potential transaction. In addition, the receipt of this podcast by any listener is not to be taken to constitute such a client of any QC Capital, LLC, The Mindful Multi Family Show, and the Host entity. Neither QC Capital, LLC, The Mindful Multi Family Show, and the Host nor any of its affiliates makes any representation or warranty, express or implied, as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed.
Brian T. Bradley, Esq. is a nationally recognized Asset Protection Attorney. He has been interviewed and a featured guest on many top shows such as Flipping America Podcast with Roger Blankenship the “Flipping America Guy” and member of the Forbes Magazine Real Estate Council. SharkPrenuer hosted by Kevin Harrington (the original Shark on the hit TV show ‘Shark Tank' and inventor of the informercial), Best Advice Ever with host Joe Fairless and many others. Brian was selected to the Best Attorney’s of America’s List 2020, Lawyers of Distinction List three years in a row (2018, 2019, 2020,) Super Lawyers Rising Star List 2015, nominated to Americas Top 100 High Stake Litigators List, nominated to the 2017 Law Firm 500 Award. Brian also writes on high-end asset protection.
You've spent all this time and energy and effort building up your assets and slashing your debt. Now... how do you protect it? Our next guest is an expert at it! Brian T. Bradley, Esq. was selected to the Lawyers of Distinction List Three (3) Years in a row 2018, 2019, & 2020, Super Lawyers Rising Star List 2015, nominated to Americas's Top 100 High Stakes Litigators List, nominated to the 2017 Law Firm 500 Award. He represents Self-Made Entrepreneurs, Professional Athletes, Business Owners, Medical Doctors, Real Estate Investors, those investing in cashflowing properties, and HNW Families. In this podcast, you will discover... - How Brian discovered law (and the not-perfect time that he got out of law school) and pivoted into litigation - How he made it day-to-day while he was doing pro-bono cases - What kind of asset protections residents, fellows, and newly practicing physicians should be aware of - When retirement plans do NOT work for asset protection and how they can be limited in protection - What the differences are between revocable and irrevocable trusts - Specific kinds of trusts that are the best for specific states and what you need to know Resources Mentioned Asset Protection Services
Brian Bradley, BTBLegal.com – The Sharkpreneur podcast with Seth Greene Episode 417 Brian Bradley Brian T. Bradley, Esq. is a leading Educator and Asset Protection Attorney for High Risk Professionals, Entrepreneurs, Real Estate Investors and High Net Worth Families. Brian’s goal is to give you peace of mind knowing your assets are safe. Brian also acts as a Chief Knowledge Officer (CKO) for law firms helping them maximize their value, along with technology integration. Brian was selected to the Lawyers of Distinction List 3 years in a row 2018 through 2020, Super Lawyers Rising Star List 2015, nominated to Americas Top 100 High Stake Litigators List, nominated to the 2017 Law Firm 500 Award. He also writes and teaches on High-End Asset Protection. Brian has been featured on numerous Investing, Real Estate, Cashflow, Finance and Coaching shows. Listen to this informative Sharkpreneur episode with Brian Bradley about the key concepts for asset protection planning. Here are some of the beneficial topics covered on this week’s show: ● Why people need to budget for asset protection before they get sued. ● How courts are okay with you doing preventative asset protection planning. ● Why preventative asset protection planning can save you money. ● How claims can be solved before they happen if you have asset protection. ● Why a revocable living trust is different from your asset protection trust. Connect with Brian: Guest Contact Info Twitter BTBLegalEsq LinkedIn linkedin.com/in/brian-t-bradley-esq-a47a7b12 Links Mentioned: BTBLegal.com Learn more about your ad choices. Visit megaphone.fm/adchoices
Brian T. Bradley, Esq. is an Asset Protection Attorney for High-Risk Professionals (e.g, Doctors and Investors) and high net-worth families. On the podcast, he talks about Asset Protection for doctors. Specifically, he talks about the risk doctors face beyond just malpractice and ways to structure our lives to decrease that stress, protect assets from modern threats, and have peace of mind. This goes beyond LLCs and Malpractice Insurance. This is higher-level asset protection that works. Also the legal risk and future lawsuits of COVID-19 and how to prepare for it. Contact Brian Bradley: www.btblegal.com Brian@btblegal.com ------------- Dr. G's Facing Fear Progress Report: Yesterday at 11 am EST I faced my fear of public speaking by doing just that! It was an honor to deliver the talk to kick off the SMART Wellness Retreat. You can watch my talk, Turn FEAR into Fuel on the SMART Wellness FB page: https://www.facebook.com/smartwellnessretreat Check out my talk and the fabulous talks from the event on the SMART Wellness Retreat FB page. --------------------- Are you looking for a way to speak to your tribe and amplify your brand? You should get your podcast up and running. You missed this class of the Podcasting Launch course but you can still watch the Podcasting Masterclass here: podcastinglaunch.com ------------- Looking for a home for your podcast? Try Libsyn. Fearless Freedom with Dr. G is a Libsyn affiliate which means that you can use the code DRG at checkout on Libsyn.com and save while supporting this podcast at the same time.
Brian Bradley is a returning guest from episode . He has been in law for over a decade and in this episode, he wants to help you understand the best ways to protect your assets and also give some advice specific to today's coronavirus pandemic. Brian T. Bradley Real Estate Background: Asset Protection Attorney for Investors, Self-Made Entrepreneurs, Business Owners, High-Risk Professionals, and Affluent Families Sets up systems and strategic teams for our client's asset protection and wealth management Based in Portland, OR Say hi to him at Best Ever Book: for more info on groundbreaker.co Best Ever Tweet: “Plan before you need it, don’t wait till after an attack happens.” -Brian Bradley
On this show, we talked about how litigation has become a multi-billion dollar business, the difference between theoretical and practical authority and what a super creditor is with Brian T. Bradley, Principal Attorney at Bradley Legal Corp, speaker, consultant and coach. Listen to learn how a more litigious legal system could impact you! For the Difference Making Tip, scan ahead to 20:32! You can learn more about Brian at BTBLegal.com, Facebook and LinkedIn. Time to get your Mind, Body and Money right? StriveDetox.com. Enter “moneysavage” at checkout for 25% off. George is honored to be included on Investopedia's list of the Top 100 Financial Advisors for 2019! You can learn more about the show at GeorgeGrombacher.com, Twitter, LinkedIn, Instagram and Facebook or contact George at Contact@GeorgeGrombacher.com.
Brian T. Bradley, Esq. is a public speaker, a leading Educator and Asset Protection Attorney for High-Risk Professionals, Entrepreneurs, Real Estate Investors and High Net-Worth Families. His goal is to give you peace of mind knowing your assets are safe. Also, acts as a Chief Knowledge Officer (CKO) for law firms helping them maximize their value, along with technology integration. Brian was selected to the Lawyers of Distinction List 3 years in a row 2018 through 2020, Super Lawyers Rising Star List 2015, nominated to America's Top 100 High Stake Litigators List, and nominated to the 2017 Law Firm 500 Award. He also writes and teaches on High-End Asset Protection. Brian has been featured on numerous Investing, Real Estate, Cash flow, Finance and Coaching shows. KEY POINTS What is Asset Protection Ways to Create an Asset Protection plan The Pros and Cons of an LLC Asset Protection Strategy and its importance The Power of Legal Authority over Practical Authority Asset Management Limited Partnership Structure Domestic versus Foreign Asset Protection Trusts What is a Bridge Trust Why is Jurisdiction important when setting up an Asset Protection System Full and Maybe Asset Protection How COVID 19 impact wealth and businesses Steps to create a conservative plan for crisis LIGHTNING QUESTIONS What was your biggest hurdle getting started in real estate investing, and how did you overcome it? Failure to launch. Do you have a personal habit that contributes to your success? Very organized and structured and love flexibility. Do you have an online resource that you find valuable? https://www.biggerpockets.com/ (Bigger Pockets) https://oxfordclub.com/ (The Oxford Club) What book would you recommend to the listeners and why? https://www.amazon.com/Richest-Man-Babylon-Ancients-Inspiring-ebook/dp/B07BB5N17S (The Richest Man in Babylon) book by George S. Clason If you were to give advice to your 20-year-old self to get started in real estate investing, what would it be? Be coachable and learn. RESOURCES Visithttp://m/gp/product/B00NB86OYE/ref=as_li_tl?ie=UTF8&tag=jacob0ee-20&camp=1789&creative=9325&linkCode=as2&creativeASIN=B00NB86OYE&linkId=100a9d2905599266aa7088bba0a33d55 ( Audible) for a free trial and free audiobook download! https://btblegal.com/ (BTB Legal Website) https://www.linkedin.com/in/brian-t-bradley-esq-a47a7b12/ (LinkedIn) Email: Brian@btblegal.com
Target Market Insights: Multifamily Real Estate Marketing Tips
Asset protection is a key component of creating and preserving wealth, yet many struggle to understand which strategies are right for them. LLCs, trusts and bridge trusts are three key entities that can help investors protect their hard-earned assets. I spoke to an asset protection attorney, Brian T. Bradley to discuss these strategies in more detail and learn more about the benefits of each. In the discussion, he shares who should use LLCs and trusts, why insurance does not provide sufficient protection and covers frequently asked questions he receives. Partner: Join the Capital Impact Club to Accelerate Through Multifamily + Marketing Key Insights Real estate is the most ligated area of law Protecting assets is about peace of mind to maintain lifestyle and capital preservation Asset protection is not just for the rich, it’s for anyone with assets The ones starting out are going to make the most mistakes Put assets in an LLC and not in your personal name Create two LLCs to separate ownership from use and enjoyment Insurance industry is trying to collect premiums, not pay out claims They will pay out small claims, but larger payouts are challenged and force you to sue the insurance company for claims Legal and Practical Authority - a judge can do whatever they want Asset Management Limited Partnership - simplifies LLCs and consolidates tax returns Trusts can be set up in the US or off-shore Only 17 states have domestic asset protection trusts Bridge trusts combine the best of US and offshore trusts Bridge trust is an irrevocable tax-neutral grantor trust First layer is LLC, next layer is Asset Management Limited Partnership, final layer is Asset Protection Bridge Trust A trust is a separate entity that can own assets for a beneficiary Asset protection is not about hiding assets or tax avoidance Partner: Download a Free Sample Apartment Deal Package Bull’s Eye Tips: Apparent Failure: Injured baseball player, pivoted to law, and worked for free for 3 years Most Recommended Digital/Mobile Resource: Google Analytics Daily Habit: Reflection and organization Wish I Knew When I Was Starting Out: You can’t control everything Advice for Smart, Driven College Student: Check your ego Current Curiosity: Everything from Jesus's his real-life to neuroscience to woodworking Best Place to Grab a Bite in Portland area: Industry Connect with Brian: Email: brian@btblegal.com Website: www.btblegal.com Leave us a review and rating on Apple Podcasts or Spotify. Be sure to check out more info at TargetMarketInsights.com.
Brian T. Bradley, Asset Protection attorney for Real Estate Investors, joins us to discuss advanced asset protection strategies for $1M+ net worth individuals. Connect with Brian at http://btblegal.com/
Brian T. Bradley, Esq. is a leading Educator and Asset Protection Attorney for High-Risk Business Professionals, Entrepreneurs, and Real Estate Investors. Brian’s firm focuses on adding value for clients and educating them on what they don’t realize they don’t know. What Brian does for clients is to act as an advisor or consigliere and focuses on setting up systems and strategic teams to protect your assets and manage your wealth... Additional show notes at HouseDudesPodcast.com
Brian T. Bradley, Esq. is a leading Educator and Asset Protection Attorney for High-Risk Business Professionals, Entrepreneurs and Real Estate Investors. Brian’s firm focuses on adding value for clients and educating them on what they don’t realize they don’t know. What Brian does for clients is to act as an advisor or consigliere and focuses on setting up systems and strategic teams to protect your assets and manage your wealth. The goal is lifestyle preservation, peace of mind, changing the way predators view you, along with better tax planning, risk management and decreasing your taxable estate. Brian also acts as a Chief Knowledge Officer (CKO) for firms helping to maximize the value of existing and new products, along with technology integration. Brian was selected to the Lawyers of Distinction List 2019, Super Lawyers Rising Star List 2015, nominated to America's Top 100 High Stakes Litigators List, nominated to the 2017 Law Firm 500 Award. In this episode we chat about: Asset Protection Business Start-Ups Exemption Planning Maximizing value and integration of Law Firms Asset protection and secondary tax planning and tax benefits Interested in Real Estate Investing but don't have the time? How about putting your money to work passively. Head over to HouseDudes.com for more information. Please subscribe through iTunes or your favorite podcast app! If you like what you hear please give us a rating, like, and share. It really helps the show grow. iTunes: http://bit.ly/HouseDudesiTunes Google Play: http://bit.ly/HouseDudesGooglePlay YouTube: http://bit.ly/HouseDudesYouTube Stitcher: http://bit.ly/HouseDudesStitcher SoundCloud: http://bit.ly/HouseDudesSoundcloud Facebook: https://www.facebook.com/HouseDudesPodcast/ Patreon: https://www.patreon.com/housedudes Follow Josh Koth and Jack Hoss on their journey towards financial freedom using the power of Real Estate through the REI Rookies Podcast (Real Estate Investing Rookies Podcast). We share our experiences as we acquire rental properties, build net worth, and work towards financial freedom. We are focused on creating wealth through conventional and creative real estate investing while improving our financial education. If you are a fan of Rich Dad Poor Dad by Robert Kiyosaki and Millionaire Real Estate Investor by Gary Keller or are looking for an alternative to the Dave Ramsey, Jim Cramer, Motley Fool or Suze Orman shows we invite you to subscribe today!
This episode will do at least two things for you: 1. Give you superior knowlege about how to protect your own assets. 2. Give you superior knowledge that will allow you to increase your own value proposition by being able to start conversations with your clients about this same same topic, helping you to stand out from other real estate professionals. Additionally, Brian shares his love of being a dad of two darling little girls and gives some great parenting advice as well.
Brian T. Bradley, Esq. is a leading Educator and Asset Protection Attorney for High Risk Business Professionals, Entrepreneurs and Real Estate Investors. Brian's firm focuses on adding value for clients and educating them on what they don't realise they don't know. What Brian does for clients is act as a advisor or consigliere and focuses on setting up systems and strategic teams to protect your assets and manage your wealth. The goal is lifestyle preservation, peace of mind, changing the way predators view you, along with better tax planning, risk management and decreasing your taxable estate. Brian also acts a Chief Knowledge Officer (CKO) for firms helping to maximize their value of existing and new products, along with technology integration. Brian was selected to the Lawyers of Distinction List 2019, Super Lawyers Rising Star List 2015, nominated to America's Top 100 High Stakes Litigators List, nominated to the 2017 Law Firm 500 Award. During this show we discuss: About an asset protection trust About asset protection The importance of asset protection What you need to do after setting up an asset protection system Tools to aid your asset protection plan Mistakes people make when trying to put together an asset protection plan that could land them in trouble The most misunderstood aspect of asset planning How to protect your home equity, business assets from lawsuit predators Benefits of a private retirement plan to my assets and wealth As the most litigated business, here are various ways you can plan ahead of lawsuit predators in the Real Estate business 3 things a RE investor ought to know about the law concerning assets in RE Product based asset vs team/strategy based planning and why Third party administrators and their importance to your business How to add value to your wealth And so much more...
Brian is here today to tell us how we can best protect the assets that we work so hard to acquire. He’s an asset protection attorney, so he’s seen first hand the consequences of not properly setting up your business from the beginning. If you enjoyed today’s episode remember to subscribe in iTunes and leave us a review! Best Ever Tweet: “If I’m not adding value for my clients, they don’t need me” - Brian T. Bradley Brian T. Bradley Real Estate Background: Asset Protection Attorney for Investors, Self-Made Entrepreneurs, Business Owners, High Risk Professionals and Affluent Families Sets up systems and strategic teams for our clients asset protection and wealth management Based in Portland, OR Say hi to him at Evicting a tenant can be painful, costing as much as $10,000 in court costs and legal fees, and take as long as four weeks to complete. TransUnion SmartMove’s online tenant screening solution can help you quickly understand if you’re getting a reliable tenant, which can help you avoid potential problems such as non-payment and evictions. For a limited time, listeners of this podcast are invited to try SmartMove tenant screening for 25% off. Go to and enter code FAIRLESS for 25% off your next screening.
© 2020-2025 Ivy Podcast Discovery LLC
