Course 6.6 · 55 minutes
Asset Protection Layers: Insurance, Entities, Exemptions, Tenancy by the Entirety, and Asset Protection Trusts
Build asset protection in the right order, from insurance up to a Tennessee asset protection trust, and know what actually holds up when a creditor comes.
- Who it is for
- Physicians, business owners, landlords, and anyone with more to lose than their insurance covers.
- Runtime
- 55 minutes · Headliner course
Pre-order: this course is in development and appears in your portal the day it is released. Buy 5 or more and every course is 30% off.
Instant download after payment. Nothing is withheld for a later purchase.
What you receive
- Asset Protection Layer diagram
- Personal Asset Exposure worksheet, asset by asset
- State Exemption quick reference, Tennessee detailed
- Tennessee Investment Services Trust requirements checklist
- Before You Transfer Anything: fraudulent transfer risk checklist
- The narrated lesson. 55 minutes, cued to the deck, with chapter markers by lesson. Emailed to you the day it publishes, at no extra cost.
What the course covers
- 01The threat model: inside liability, outside liability, and who sues whom5 min
- 02Layer one, insurance: liability, umbrella, malpractice, and directors and officers5 min
- 03Layer two, entities: charging orders, the single-member weakness, and veil piercing7 min
- 04Layer three, exemptions: homestead, retirement accounts, insurance cash value, and tenancy by the entirety9 min
- 05Layer four, trusts: third-party spendthrift trusts and the Tennessee self-settled asset protection trust9 min
- 06Fraudulent transfer law: the lookback, the badges, and the bankruptcy ten-year rule6 min
- 07Worked example: a surgeon with a practice, a home, rentals, and a brokerage account, layered8 min
- 08Tricks of the trade: entireties for married couples, maxing the protected accounts, and funding the trust with a slice4 min
- 09Mistakes and traps: transfers after the lawsuit, kits sold online, and the exceptions for taxes and child support2 min
How it fits: Headline course. Requires 5.2 and 3.5. Closes the tranche and leads into the capstone.
The standard every course holds
- A narrated lesson of 45 to 60 minutes, produced as audio
- A designed slide deck you download and keep
- A computational workbook that runs the actual legal tests
- A toolkit of checklists and protocols
- A legal authority appendix carrying the two-pass vetting protocol
Written for a diligent reader with no legal education. Professionally narrated using a studio voice model of Brian T. Boyd. The course is recorded instruction, not a live consultation.
Where this course sits
Track 6: Structuring Business and Estate Architecture
This course is one step in a track built around a single outcome. See the full build order and the other courses that get you there.
Back to this trackEducational material from the private client curriculum of Brian T. Boyd. This is legal education for a general audience, not legal advice, and no attorney-client relationship is created by purchasing, viewing, or using it. Tax outcomes depend on your facts and your state.