Asset Protection for Accredited Investors: LLCs, Holding Companies, and Hybrid Trusts w Doug Lodmell
カートのアイテムが多すぎます
カートに追加できませんでした。
ウィッシュリストに追加できませんでした。
ほしい物リストの削除に失敗しました。
ポッドキャストのフォローに失敗しました
ポッドキャストのフォロー解除に失敗しました
-
ナレーター:
-
著者:
📚 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
🤝 Join the Hui Deal Pipeline Club and get a one-on-one call with me to discuss your investment goals: https://thewealthelevator.com/club
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.
Hosted on Acast. See acast.com/privacy for more information.