Published Articles

Have Your Cake and Eat it Too! The HYCET Trust  Orange County Business Journal (June 6, 2016)


Lawyers Gird for Leaks on Offshore Tax Shelters  LA Daily Journal (April 11, 2016)


Protecting Your Family’s Legacy: Priceless — Orange County Business Journal (November 23, 2015)


Investment Management Roundtable — Orange County Business Journal (September 14, 2015)


Keys to Entrepreneurial Success Roundtable — Orange County Business Journal (August 31, 2015)


Securing Your Retirement: Best Asset Protection Your Lawyer Never Told You About — (July 28, 2015)


United States Supreme Court Rules: An Inherited IRA is Not Protected From Bankruptcy Proceedings Under The Retirement Funds Exemption — Orange County Business Journal (July 27, 2015)


Can Debt Collectors Go After My Retirement Savings in Court? — MONEY Magazine (June 2015)


Asset Rich But Cash Poor – Orange County Business Journal (April, 27, 2015)


But I Thought My Assets and Legacy Were Protected – Orange County Business Journal (March 16, 2015)


Did the U.S. Supreme Court Really Protect IRAs from Creditors?


Insulating Your Assets From Lawsuits — Wall Street Journal (June 29, 2014)


LTC Options — Financial Advisor (June 27, 2014)


Guard and Protect — Daily Journal (June 27, 2014)


Cook Islands, a Paradise of Untouchable AssetsNew York Times (December 14, 2013)


The World’s Top Tax HavensForbes (March 31, 2008)


Group International Asset Protection Trusts


Recent Decision Concerning Asset Protection Trusts


The ANDERSON Decision


Overseas Asset Protection Trusts