The Watchtower
Series.
A year-long conversation on the law of asset protection — twelve monthly hours, free and accredited, for the counsel who advise the clients we serve.
The idea
Not a seminar. A year-long continuing discussion.
Across twelve monthly sessions, the Series traces the lifespan of an asset-protection plan — from the timing principle that governs every structure, through the five instruments that give it effect (the LLC, the DAPT, the FAPT, the VAPT, and the Wyoming DAO LLC), to the maintenance, succession, and defense of a mature plan. Each session stands alone for credit, yet builds on the last.
It is delivered as free, accredited CLE for attorneys and advisors — genuine substantive education, not a sales channel. A practitioner who follows the year emerges with a complete, current map of the field.
Kickoff · 1.00 CLE credit hour
Before the Storm
Why Asset Protection Only Counts If It's Already Seasoned
Wednesday, July 22, 2026 · 1:00 p.m. ET · Live webinar
The year at a glance
Twelve sessions, one arc.
- 01Jul 22, 2026Foundation
Before the Storm
The thesis for the year: asset protection only counts if it is already seasoned. Creditor mechanics, charging-order basics, the badges of fraud, the periods of repose, and why a structure's strength appreciates with time.
- 02AugustLLC
The Workhorse: LLCs & Charging-Order Protection
The charging order in depth: origin in partnership law, exclusive-remedy statutes, the single-member trap and its cure, operating-agreement drafting for distribution discretion, and the alter-ego risk. Olmstead, Albright, the uniform acts.
- 03SeptemberLLC
Choosing Your Ground
Jurisdiction selection and multi-entity architecture: Wyoming, Nevada, Delaware, and South Dakota compared; holding-company and series structures; matching entity design to the client's asset mix.
- 04OctoberDAPT
The Domestic Trust: How DAPTs Work
The self-settled spendthrift trust: the enacting states, qualified dispositions, the trustee and distribution committee, seasoning periods, and what a DAPT does well for residents of enacting states.
- 05NovemberDAPT
The Limits of Home
The hard questions: Full Faith and Credit and the non-resident settlor, choice-of-law vulnerability (Waldron v. Huber), and the bankruptcy ten-year reach of § 548(e) (Mortensen) — when a DAPT is, and is not, enough.
- 06DecemberFAPT
Crossing the Water: Foreign Asset-Protection Trusts
The strongest protection available: Cook Islands and Nevis legislation; compressed limitation periods, heightened burdens, non-recognition of foreign judgments, bond requirements; the trustee, protector, and duress provisions; and the contempt cases that mark the boundary.
- 07JanuaryCompliance
The Honest Offshore Plan
The compliance that makes offshore lawful: FBAR, Forms 3520 and 3520-A, and FATCA; the bright line between protection and evasion; penalties and voluntary-disclosure realities.
- 08FebruaryVAPT
The New Frontier: Virtual Asset-Protection Trusts
Protecting self-custodied digital assets: private-key custody and programmatic control, inheritance without key exposure, and holding digital assets in LLC and trust structures. What a VAPT is — and is not.
- 09MarchDAO LLC
Code & Charter: The Wyoming DAO LLC
The on-chain entity wrapper, where the LLC arc meets the digital-asset arc. The Wyoming DAO Supplement; management by members or members and smart contracts; and the charging-order protection a DAO LLC still carries as a limited liability company.
- 10AprilLifecycle
Keeping It Strong
Maintenance over the lifespan: annual reviews, avoiding the fatal mistakes (commingling, retained control, distribution missteps), documenting good-faith purpose, and the discipline that keeps seasoning intact.
- 11MaySuccession
The Handoff
Succession and the next generation: how protective structures transfer wealth, coordinating with the estate plan, preparing heirs, and the migration from protection to legacy.
- 12JuneCapstone
When the Storm Hits
Defending the mature structure under fire: responding to a charging-order motion or fraudulent-transfer suit, the duress provisions in practice, working with litigation counsel, and what the seasoned plan delivers when tested.
Each session is accredited per course in Texas, a mandatory-CLE jurisdiction; that approval lets attendees in other states self-apply for credit. No ethics credit is claimed for the substantive sessions. Sessions are held the third or fourth Wednesday of each month at 1:00 p.m. ET.
Enroll
Reserve your seat for the year.
One enrollment holds your place for all twelve monthly sessions, beginning with Before the Storm on July 22, 2026.