『Asset Protection for Accredited Investors: LLCs, Holding Companies, and Hybrid Trusts w Doug Lodmell』のカバーアート

Asset Protection for Accredited Investors: LLCs, Holding Companies, and Hybrid Trusts w Doug Lodmell

Asset Protection for Accredited Investors: LLCs, Holding Companies, and Hybrid Trusts w Doug Lodmell

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📚 Unlock the secrets to building wealth! My book and 12-module Masterclass cover everything I’ve learned about passive investing and creating financial freedom. Watch it on-demand for FREE: http://thewealthelevator.com/master


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In this webinar, asset protection attorney Douglass Lodmell explains how investors and high-liability professionals should structure entities to reduce exposure, contrasting inside vs. outside liability and why LLCs are commonly used to hold rental properties. He discusses when to silo “dirty” assets like rentals and operating businesses, noting janitorial or similar high-risk businesses are typically kept separate and often run as an LLC taxed as an S-corp, while safer assets (brokerage accounts, stocks/bonds, many LP interests) can sit under a holding company such as an asset management limited partnership (AMLP). Lomel gives a rule-of-thumb of roughly $250k–$500k equity per rental-property LLC and emphasizes insurance as the primary defense. He explains why passive LP investors generally have no personal liability beyond their investment, outlines jurisdiction choices for LLCs vs. holding companies, and details adding an asset protection trust—favoring a hybrid “bridge trust” that can convert offshore if needed—along with considerations for homes, life insurance, crypto, and avoiding fraudulent transfers and tax-scheme promoters.


00:00 LP Liability Shield

00:35 Webinar Setup

01:18 LLCs and Liability Types

02:57 Why Passive LPs Win

04:21 Building a Holding Structure

07:28 Best States for Entities

09:20 How Many Properties per LLC

13:45 Siloing LP Interests

18:02 Dirty Assets and Side Silos

20:25 Doctor Lawsuit Scenario

21:40 Single Member LLC Tax Simplicity

23:55 Trust Layer and Collection Defense

27:03 Discovery Costs Reality

27:48 Settlement Leverage Assets

30:21 Negotiation Trump Card

34:15 Trust Options Offshore

38:04 Bridge Trust Sweet Spot

40:57 Layering LLCs Over Time

42:10 Insurance And Homestead

47:24 Crypto Placement Protection

49:17 Finding Hidden Crypto

51:30 Avoid Tax Trust Scams

55:12 Wrap Up And Contact


Connect with me:

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

Facebook: https://www.facebook.com/TheWealthElevator

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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