About Douglass Lodmell

Douglass S. Lodmell is an expert in estate planning, taxation and strategic asset protection for domestic and international clients. Douglass is the founder of Asset Protection Council & Lodmell & Lodmell Law Firm.

Doug was recently featured on the Dentist’s Network website where he contributed an article about the Key Concepts of Asset Protection. Read what he had to say here: The Key Concepts of Asset Protection

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Fifteen years ago “asset protection” was a brand new area of law only a few experts were familiar with. Today it is well understood that asset protection means setting up specific legal tools which protect your assets from a creditor, while allowing you and your family to use and benefit from those assets as you…

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ASSET PROTECTION ISSUE: Is a Domestic Asset Protection Trust (DAPT) set up in Alaska effective regarding a Montana fraudulent transfer action? CASE SUMMARY: Donald Tagwell sued the Wackers in Montana state court in 2007.  The Wackers counter-sued Mr. Tagwell as well as several other related parties, including his wife and mother-in-law Toni Bertran.  The Wackers…

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Janury 4, 2018, APC Webinar rebroadcast. This was a live webinar presented by Douglass Lodmell, J.D., LL.M. Tax Considerations of Asset Protection Planning Join APC founding Member Douglass Lodmell, J.D., LL.M., for a live, interactive discussion on the tax considerations and implications of the various entities included in your client’s asset protection planning- and how…

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Disclaimer The client information summarized here represents an actual client.  Names and all identifying information has been removed or changed to protect the attorney client privilege.  This information is designed to be used as an instructional tool only.  Determining the appropriateness of any planning for any particular client must be done with respect to the…

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Welcome to the Key Concepts of Asset Protection.  My name is Douglass Lodmell, Asset Protection attorney and founder of the Asset Protection Council. In this podcast series, you will learn about the 15 Key Concepts that I consider critical if you want to understand what Asset Protection Really is, and how it actually works.

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I often get questions that point to a very important distinction within asset protection. They basically go like this:
“Doug I heard you describe why you consider real estate assets as different from cash or liquid assets because a local judge could order those properties sold no matter who they are titled too. What use is an LLC or an LP if the judge can disregard it?”

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August 4, 2016, First Thursday rebroadcast webinar for Asset Protection. This was a live webinar presented by Douglass S. Lodmell, J.D., LL.M., Managing Director, Asset Protection Council™. Topic: “Dispelling the Myths of Asset Protection” Having specialized in Asset Protection since 1997, we routinely address the misconceptions and false ideas that many prospective clients have regarding…

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Our legal system has come to resemble a perverse redistribution-of-wealth scheme that encourages plaintiffs, who risk nothing, to sue anyone who may appear to have the ability to pay.

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In litigation, flexibility is the key to winning. No litigator wants to go into the courtroom with only one argument. Prosecutors go for multiple ‘lesser included charges’ just to make sure they leave with a conviction. Defense attorneys prepare as many defenses as possible, even though just one winning argument is enough.

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July 7, 2016, First Thursday rebroadcast webinar for Asset Protection. This was a live webinar presented by Douglass S. Lodmell, J.D., LL.M., Managing Director, Asset Protection Council™. Topic: “5 reasons why the Bridge Trust® is better than a foreign asset protection trust” This is a bold statement for those familiar with the benefits of a…

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June 2, 2016, First Thursday rebroadcast webinar for Asset Protection in 2016.  This was a live webinar presented by Doug Lodmell, Managing Partner. Topic: “The Key Concepts of Asset Protection” In this webinar, Mr. Lodmell introduces ” The Key Concepts of Asset Protection”, a comprehensive 15-part video series designed to help clients understand what Asset…

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April 7, 2016, First Thursday rebroadcast webinar for Asset Protection Council.  This was a live webinar presented by Doug Lodmell, Managing Partner. Topic: “Tax Considerations of Asset Protection Planning”

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January 7, 2016, First Thursday rebroadcast webinar for Asset Protection in 2016.  This was a live webinar presented by Doug Lodmell, Managing Partner. Topic: “2016 The Year You Add Asset Protection to Your Practice”

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January 7, 2016, First Thursday rebroadcast webinar for Asset Protection in 2016.  This was a live webinar presented by Doug Lodmell, Managing Partner.

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December 3, 2015, First Thursday rebroadcast webinar for Asset Protection 2015. This was a live webinar presented by Doug Lodmell, Managing Partner. Topic: “2015 Year-End Summary”

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December’s 1st Thursday Webinar for 2015 Year-End Summary Rebroadcast of the live webinar presented by Doug Lodmell, Managing Partner on December 3, 2015 for all Lodmell & Lodmell clients.

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October 29, 2015, First Thursday rebroadcast webinar for Asset Protection in 2015. This was a live webinar presented by Doug Lodmell, Managing Partner. Topic: “Client Update”

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2016 Client Update Rebroadcast of the live webinar presented by Doug Lodmell, Managing Partner on October 29, 2015 for all Lodmell & Lodmell clients.

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The Financial Advisor’s Role for Wealth Preservation. This Webinar provides a detailed discussion of the Asset Protection Council membership and The Story of John Target. Would it help you to support your clients and grow your practice?

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CEDR is a full concierge level resource for clients who are in private medical practice.

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As part of an asset protection strategy it is a common practice to have a certain portion of one’s wealth stored outside the country. Opening a Swiss bank account is one of the most popular options for many.

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With our Total Asset Preservation Solution, you’ll always know your money is secure and protected – so you can focus on living the life you want.

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How can a client be sure that the new foreign Trustee doesn’t run away with the money should we ever need to use the Trust?

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This Webinar provides a detailed discussion of the difference between a proper use of Privacy as opposed to the ill-advised idea that Secrecy someone works in an Asset Protection context.

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ASSET PROTECTION ISSUE: Will a Domestic Asset Protection Trust (DAPT) set up in Nevada be effective or respected in a Utah Divorce case? CASE SUMMARY: The Dahl’s were involved in an extended and extremely contentious divorce for many years.  While this case is getting a fair amount of press about its ‘failure’ as a DAPT…

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This Webinar goes over what is Automated Marketing and shows you the CRM that Lodmell & Lodmell uses for Automated Marketing – which is InfusionSoft. This is a great webinar to watch and if you want to know more about InfusionSoft click on the link below to take you to InfusionSoft. Please contact kitty@lodmell.com or…

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From time to time clients will fundamentally challenge the “Value” of our services as attorneys. When this happens it is a direct request FROM them to US to respond clearly and firmly, and to help them take the final step to engaging your services.

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The concept of Fraudulent Conveyance is one of the most often asked about issues when I speak with a new client. In this article we will take a much closer look at what it really is.

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Should the member of a Single Member LLC (SMLLC) be held personally liable for the actions of the LLC in Arizona?

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What happens when the assets of an ‘offshore’ trust are not actually offshore and subjected to the jurisdiction of a U.S. Court?

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Will an Offshore Asset Protection Trust hold up against an IRS attack?

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This webinar is designed for the Estate Planning and Business Planning attorney who is considering adding Asset Protection to their client offerings. It is an excellent summary of the History of Asset Protection and the distinctions between the International and the Domestic Asset Protection Trust. We also go over 6 seminal Asset Protection cases. 3…

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The most common question I see from Attorneys interested in adding Asset Protection to their practice is: How much net worth does a client need to consider asset protection? And then how much is it going to cost them?

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How effective is tirelessly and shamelessly defending an obviously losing battle over the assets of an Offshore Trust?

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Does simply creating an Asset Protection plan (and stating such) expose the Settlor to a fraudulent conveyance claim in California?

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What happens if the Planning works, but the facts are very bad?

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Does Bankruptcy Code Section 548(e) void a transfer to an Alaska DAPT, even if settlor was solvent at time of transfer?

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Will an Alaska Domestic Asset Protection Trust (DAPT) stand up to a Bankruptcy Trustee?

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If questions about asset protection in financially unsafe times are on your mind, you’re not alone. In addition to wondering “how do I protect my assets from lawsuits?” one primary area of concern has been the preservation of purchasing power in uncertain economic times, because there are additional risks to your assets besides lawsuits. Let’s…

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Understanding How to Manage Risky Assets If you are a doctor and you own a practice this is probably one of your riskiest assets. What about your office building? How about real estate? If your office building or real estate have equity or are completely paid for, these are considered valuable assets. Not a good…

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As you might imagine, I get this question all the time! The answer is – it depends. Generally asset protection refers to situations where individuals or married couples are seeking to protect their assets and property from third parties, such as creditors and potential lawsuits. In terms of one spouse desiring to protect assets from…

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-COMING SOON- GO AHEAD AND SKIP TO LESSON 23 Feel free to contact our office now, or at any time during this course to get an analysis with our in-house Asset Protection Attorney or Analyst, please contact Kitty Lucarini at 1 (800) 231-7112 to schedule the phone appointment.

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Tips for Funding Your Asset Protection Plan We’ve had a lot of interesting call lately regarding unfunded asset protection plans. An asset protection plan–a Family Limited Partnership combined with an International Wealth Management Trust–is only useful for protection against creditors if there are actually assets titled in the name of the plan. That should go…

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-COMING SOON- GO AHEAD AND SKIP TO LESSON 21 Feel free to contact our office now, or at any time during this course to get an analysis with our in-house Asset Protection Attorney or Analyst, please contact Kitty Lucarini at 1 (800) 231-7112 to schedule the phone appointment.

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As asset protection advisors, we sometimes find that professionals and small-business owners tend to underestimate their potential for getting sued. For instance, it’s common to come across a woman who runs a home-based baby clothes business who thinks she is not really at risk of being sued. It’s a fallacy to think this way. If…

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The worst mistake when creating an asset protection plan is to mix safe and risky assets. For example, if we were to create an LLC we wouldn’t put your rental real estate property in there with a bunch of cash. If something happens to the real estate and the LLC gets sued, then you have…

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