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

📚 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.