Doug
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Recent activity by Doug-
The Bridge Trust® and Offshore Trustee Acceptance
One of the more common criticisms raised against Bridge Trust® structures is the claim that the offshore Special Successor Trustee may simply refuse to serve when the trust is triggered during a pe...
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RE Professional Benefits and Separate Property
Many high-income professionals, particularly physicians, are increasingly looking at real estate as a way to build wealth while also reducing taxes. One of the most powerful tools available is the ...
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Step-up-in-basis in a Community Property State
Many married couples spend years building wealth through real estate, businesses, investment accounts, and retirement planning. Yet one of the most valuable tax benefits available to married couple...
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Structure First: A More Resilient Approach to Estate Planning
When people think about estate planning, the instinct is to focus on minimizing taxes. That focus is understandable, but it often produces plans that are optimized for a single outcome while leavi...
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Unlocking Passive Losses in your Limited Partnership
Many investors are surprised to learn that losses from a limited partnership do not always provide an immediate tax benefit. In most cases, those losses are classified as passive and are limited in...
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Why Unequal Distributions in Your AMLP Are One of the Most Powerful Asset Protection Tools You Own
When most people think about partnerships, they assume one simple rule:“If I own 50%, I get 50% of the money.”That assumption is exactly what makes most structures vulnerable.Your Asset Management ...
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Our CPA Didn’t File a Partnership Return — Now What?
When a husband and wife own a Limited Partnership together, it is surprisingly common for the tax reporting to drift off course. The LP is properly formed, both spouses are listed as owners, and th...
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Navigating 1031 Exchanges, LP Transfers, and Step-Up in Basis: How to Preserve Both Benefits
When it comes to real estate investing, few strategies are as powerful as combining a §1031 exchange with careful estate planning. The 1031 exchange allows investors to defer capital gains and depr...
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Tax Treatment and Compliance of the Bridge Trust® System
OverviewThe Lodmell & Lodmell asset-protection structure is designed to integrate maximum protection with complete tax transparency and simplicity. Each component—the Bridge Trust®, Asset Managemen...
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How to Manage a Divorce: Understanding the Misalignment of Interests
Divorce is one of the most difficult and expensive processes most people will ever face. While the law provides a framework, the actual path a divorce takes is heavily influenced by the professiona...