They Can Sue You… How the Wealthy Protect Assets: Bridge Trusts & Offshore Entities

They Can Sue You… How the Wealthy Protect Assets: Bridge Trusts & Offshore Entities

Author: Lane Kawaoka, PE May 20, 2025 Duration: 1:27:24

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Understanding Asset Protection and Trusts with Brian Bradley | Managing Wealth and Legal Risks


In this episode, we dive into the complexities of asset protection and trusts with experienced attorney Brian Bradley. We explore various strategies for shielding your assets from lawsuits and creditors, including offshore trusts, bridge trusts, limited partnerships, and the pitfalls of domestic options. Ideal for high-net-worth individuals or those in high-risk professions, this episode offers valuable insights into legally safeguarding your wealth. Brian also answers audience questions about structuring entities for real estate investments, managing legal risks, and the implications of fraudulent conveyance. Created by Doug Lodmell - The Bridge Trust® combines the protection of a fully offshore asset protection trust with the simplicity of a domestic trust



37:29 Introduction to Asset Protection

37:54 The Cost and Value of Setting Up Trusts

38:22 Understanding Irrevocable Trusts

38:51 The Bridge Trust Explained

39:38 Legal and Practical Considerations

42:40 Fraudulent Conveyance and Legal Risks

50:49 Different Types of Trusts and Their Uses

56:10 Cost and Process of Setting Up a Bridge Trust

57:45 Alternatives to Bridge Trusts

01:01:45 Future of Asset Protection

01:01:50 Challenges in Asset Protection

01:02:10 Specialization in Law Firms

01:02:36 Asset Protection Strategies

01:02:57 Offshore Trusts and Hybrid Options

01:05:46 Domestic Asset Protection Trusts

01:06:54 Insurance Limitations

01:08:18 Real-Life Legal Scenarios

01:09:36 Integrating Existing LLC Structures

01:10:07 Benefits of Limited Partnerships

01:12:09 Breaking the Bridge in Asset Protection

01:14:20 Role of Offshore Trustees

01:21:42 Importance of Pre-Litigation Planning

01:23:37 Final Thoughts and Q&A


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LinkedIn: https://www.linkedin.com/in/lanekawaoka/

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Instagram: https://www.instagram.com/TheWealthElevator


Lane Kawaoka is a developer and multi-family syndicator who owns 10,000+ rental units and is the leader of “Hui Deal Pipeline Club” which has acquired over $2.1 Billion AUM of real estate by syndicating over $200 Million Dollars of private equity and most importantly distributed more than $45M back to our investors since 2016.


Check out our Top-50 Investing Podcast, The Wealth Elevator.


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Hosted by Lane Kawaoka, PE, The Wealth Elevator Podcast: Real Estate, Taxes, Investing is a practical conversation about building wealth beyond a traditional salary. Lane started in 2009, purchasing small rental properties while working as a W2 engineer, and has since helped manage over $2.1 billion in assets as a general partner. This journey forms the backbone of the discussions, where he breaks down a clear, three-step system for financial growth. You'll hear detailed explorations of alternative investments designed to diversify a portfolio, alongside deep dives into strategic tax planning. The focus is on actionable knowledge, moving from theory to the real-world mechanics of investing. Each episode aims to demystify complex topics, offering a path that has been personally traveled. This isn't about get-rich-quick schemes; it's a methodical look at creating lasting financial freedom through real estate and other asset classes. Tune into this podcast for straightforward advice from someone who has navigated the path from employee to investor, sharing lessons learned to help others elevate their own financial trajectory. The tone is direct and informed, rooted in Lane's professional engineering background, making complex subjects accessible for anyone ready to take control of their financial future.
Author: Language: English Episodes: 100

The Wealth Elevator Podcast: Real Estate, Taxes, Investing
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