Each week Financial Gravity CEO John Pollock hosts the Financial Gravity Podcast.

In a sea of boring and outdated business advice, John Pollock is changing the conversation on how small business owners approach taxes, profit and the path to growth. Curious about how John got started down the path of strategic tax planning?  Check out his story.

Brian Bradley is the Founder and CEO of Bradley Legal Corp and an attorney in the area of asset protection. Asset protection is something that everyone should be taking into consideration — if you have assets, they need protection to safeguard them from potentially disastrous future situations. Brian explains some of the ways he helps his clients protect their assets, through exemption trusts and asset protection trusts. He shares some examples and case studies of situations where these may come in handy and reveals some key professionals who would most benefit from his services. Tune in to find out more.

 

Key Takeaways:

[:18] John introduces his guest for this episode — Brian Bradley.

[1:26] What does Brian do?

[1:50] What does it mean when Brian says he helps people find missing dollars?

[6:10] What is an exemption trust? Brian shares some examples of how it can be used.

[11:27] Not a lot of people are aware of how exemptions can be used to protect their assets.

[14:49] What is Brian’s response to people who argue that keeping assets in a trust makes it faster through probate?

[16:12] John explains how he is set up in terms of asset protection.

[18:19] What is an asset protection trust? Brian explains how to choose a jurisdiction and some of the pros and cons of offshore jurisdiction and local jurisdiction.

[24:15] Brian recommends a hybrid foreign and domestic asset protection trust for most of his clients. He explains why.

[27:17] When would clients choose to go completely foreign with their asset protection trusts?

[28:41] John and Brian explore some hypothetical situations.

[31:19] Who are some high-risk clients that Brian takes on?

[34:54] How did Brian end up in this business?

[36:55] John shares his own personal negative experience with predatory lawsuits.

[42:07] Brain has some thoughts on the importance of being proactive and having systems in place to avoid situations like John’s.

[43:22] Why are real estate investors such a target for litigation?

[47:23] Get in touch with Brain via his website and check out all the great resources there.

 

Mentioned in This Episode:

Brian Bradley

Kilker vs Stillman, California Case Law

Florida Homestead Exemption

California 704.115 (Exemptions)

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Through John and a host of mega-talented guests, The Weekly Financial Gravity Podcast delivers more than just entertainment and good content. You will come away transformed and equipped with real-world financial and tax planning strategies you can immediately use to solve your most challenging business problems, including the ones you thought couldn’t be fixed. Scroll down to check out the latest episodes.