The Asset Protection Show: Expert Strategies by Attorney John Skabelund

John Skabelund
  • 5.0 (3)
  • Investing
  • Updated Biweekly

Discover how to protect your wealth and build your legacy. Nationally recognized asset protection lawyer John Skabelund hosts this program. Skabelund offers listeners valuable information, and interviews industry leaders in the field of wealth preservation and asset protection.

  1. Jun 24

    Episode #25 - Tax Avoidance vs. Evasion: Expert Explains Key Differences

    Tax avoidance vs. tax evasion — do you know the legal line? Asset protection attorney John Skabelund and Tax Foundation President Emeritus Scott Hodge break down how tax law shapes market behavior, why wealth taxes consistently backfire, and what legal strategies actually protect your wealth.   Work with a trusted asset protection law firm: https://ultimateassetprotection.com/asset-protection-law-firm/   Scott Hodge — Tax and Fiscal Policy Fellow at Arnold Ventures and President Emeritus of the Tax Foundation, where he served as President and CEO for 23 years — is one of Washington's clearest voices on tax policy. He is the author of Taxocracy: What You Don't Know About Taxes and How They Rule Your Daily Life and the writer behind the Substack The Exempt Class. Over a 35-year career, Scott has specialized in analyzing the unintended economic consequences of tax laws and uncovering structural issues within the tax-exempt sector.   In this episode, discover why international and state-level wealth taxes consistently fail to achieve their goals, how foreign investors capitalize on wealth tax "fire sales," and the real-world legal boundaries of tax strategy.   SHOW NOTES: 00:00 - Intro 05:24 - How the Tax Code is Distorting Market Behavior 10:00 - The "OB3" Stability Cliff: The critical economic value of permanent and predictable tax codes 15:00 - Escaping the Wealth Tax: Why millionaires and billionaires are fleeing Norway, California, and New York 20:10 - The Elizabeth Warren Wealth Tax Model: How wealth taxes accidentally hand U.S. assets to foreign investors 23:20 - The Fine Line Between Evasion and Avoidance 33:10 - Closing Statements   ───────────────────────────── Ready to protect your assets? Book a consultation: https://ultimateassetprotection.com/book-appointment-now/ ───────────────────────────── Follow John Skabelund: Websites: https://skabelund.com/, https://ultimateassetprotection.com/   Connect with Scott Hodge: Book: Taxocracy: What You Don't Know About Taxes and How They Rule Your Daily Life  Twitter/X: @scottahodge Substack: https://scottahodge.substack.com   DISCLAIMER: This content is legal information only and not legal advice. Listening or viewing this content does not create an attorney client relationship. Mr. Skabelund is admitted to practice law in Arizona, and he may be reached at UltimateAssetProtection.com.

    34 min

  2. Jun 3

    Episode #24 - Elevating Your Plan with a Personal CFO

    Join John Skabelund and his guest, Jim Westermeyer, as they discuss how a financial planner acts as a personal CFO to elevate your asset protection from good to great. As Managing Partner and Personal CFO at ClearView Wealth Partners, Jim Westermeyer brings over 28 years of experience in wealth management, investments, retirement strategies, risk management and business succession planning. He helps individuals and families manage and preserve their wealth through customized family office style solutions tailored to their unique goals and circumstances. Jim is also a frequent speaker at financial planning conferences, professional gatherings, and charitable events.   In this episode, explore the critical role of a financial advisor in coordinating your legal, tax, and personal affairs. Learn how to prevent scattered planning, why liability insurance should always stand first alongside entity structures, and how a virtual family office ensures your team works for your best interests.   SHOW NOTES: 00:00 - Intro. 02:30 - The Virtual Family Office Concept. 04:43 - Managing Holistic Wealth: Real Estate, Business & Personal Affairs. 06:20 - Navigating Family Governance and Next-Gen Education. 09:14 - Red Flags: When to Hire a Personal CFO. 13:13 - Business Succession Strategies & Proactive Tax Planning. 15:46 - Overcoming Advisor Turf Wars and Enforcing Collaboration. 22:21 - Risk Management: Liability Insurance vs. LLC Structures. 25:03 - The Family Legacy Pyramid & Closing Statements.   Follow John Skabelund: Websites: https://skabelund.com/, https://ultimateassetprotection.com/ About John: John is an experienced and nationally recognized attorney with extensive experience protecting client's assets throughout the United States. He has adeptly protected a diverse range of clients' estates, ranging from $500,000 to over $100 million. His clientele spans real estate investors, business owners, executives, and professionals in various fields, including medicine, law, sports, and technology. John skillfully creates comprehensive estate plans tailored to each client's unique needs, ensuring their legacy can be preserved for generations. He also has represented clients in the buying and selling of businesses across a multitude of industries. Furthermore, as an outside general counsel, John has been instrumental in developing succession plans and buy-sell agreements for business owners. DISCLAIMER: This content is legal information only and not legal advice. Listening or viewing this content does not create an attorney client relationship. Mr. Skabelund is admitted to practice law in Arizona, and he may be reached at UltimateAssetProtection.com.

    33 min

  3. May 20

    Episode #23 - Where Hidden Assets Lie

    Join John Skabelund as he discusses the hidden assets that you don't know are exposed. Discover the many assets most people often forget they have and how you should structure your asset protection to prevent creditors from reaching your most valuable inventory.   John Skabelund is an experienced and nationally recognized attorney with extensive experience protecting client's assets throughout the United States. With more than a decade of experience, John has adeptly protected a diverse range of clients' estates, ranging from $500,000 to over $100 million. His clientele spans real estate investors, business owners, executives, and professionals in various fields, including medicine, law, sports, and technology. John skillfully creates comprehensive estate plans tailored to each client's unique needs, ensuring their legacy can be preserved for generations. He also has represented clients in the buying and selling of businesses across a multitude of industries.   SHOW NOTES:    00:00 - Intro. 01:11 - Intellectual Property & Digital Property. 01:45 - Financial Assets Beyond the Bank Account. 02:42 - Business Interests. 03:59 - Personal Property. 04:37 - Discovery from Plaintiff Attorney. 05:09 - Searches on Social Media. 05:28 - Are You Taking Full Inventory? 06:28 - What's the Most Surprising Hidden Asset? 07:09 - How Searches are Conducted. 08:04 - Unprotected Equity in Rental Property. 08:43 - Pending Inheritance or Lawsuit at Risk? 09:32 - First Thing You Need to Do Right Now. 10:10 - Closing Statements. Follow John Skabelund:  Websites: https://skabelund.com/, https://ultimateassetprotection.com/ DISCLAIMER:     This content is legal information only and not legal advice. Listening or viewing this content does not create an attorney client relationship. Mr. Skabelund is admitted to practice law in Arizona, and he may be reached at UltimateAssetProtection.com.

    11 min

  4. May 6

    Episode #22 - Risks of Unprotected Crypto

    Join John Skabelund as he discusses how your crypto may be at risk and how to keep it safe from lawsuits and creditors.   John is an experienced and nationally recognized attorney with extensive experience protecting client's assets throughout the United States. His clients describe him as having the heart of a teacher due to his ability to explain complicated topics in plain English. With more than a decade of experience, John Skabelund has adeptly protected a diverse range of clients' estates, ranging from $500,000 to over $100 million. His clientele spans real estate investors, business owners, executives, and professionals in various fields, including medicine, law, sports, and technology. John skillfully creates comprehensive estate plans tailored to each client's unique needs, ensuring their legacy can be preserved for generations. He also has represented clients in the buying and selling of businesses across a multitude of industries. Furthermore, as an outside general counsel, John has been instrumental in developing succession plans and buy-sell agreements for business owners.    In this episode, explore various domestic shields to protect your crypto and the most common mistakes that may be exposing your investments.   SHOW NOTES:   00:00 - Intro. 01:04 - Crypto, Courts, Myths. 02:15 - The Risks & Accessibility. 02:40 - LLC Wrapper. 04:27 - DAPT: Domestic Asset Protection Trust. 05:38 - Beneficiary Defective Inheritance Trust. 06:15 - Off-Shore or Foreign Asset Protection Trust. 08:02 - In Summary. 08:58 - Can a Judgement Creditor Find My Bitcoin? 09:55 - Personal, LLC, Or Trust is Safest from Creditor? 11:00 - Timing of Transfer is Everything. 11:43 - Vulnerable Types of Crypto. 12:22 - Is Foreign Asset Protection Trust Legal? 12:50 - Biggest Mistakes in "Protecting" Crypto. 13:57 - Closing Statements. Follow John Skabelund:  Websites: https://skabelund.com/, https://ultimateassetprotection.com/   DISCLAIMER:    This content is legal information only and not legal advice. Listening or viewing this content does not create an attorney client relationship. Mr. Skabelund is admitted to practice law in Arizona, and he may be reached at UltimateAssetProtection.com.

    14 min

  5. Apr 1

    Episode #21 - Life Insurance as Asset Protection Series Part 3 | John Skabelund & Curtis Ray

    Join John Skabelund in the final episode of this three part series where he discusses the power of life insurance as a sustainable, compounding investment tool with his guest, founder of MPI Unlimited, Curtis Ray.   In 2014, Curtis entered the world of retirement planning and insurance, where he quickly noticed that traditional investment strategies—such as 401(k)s, IRAs, real estate, and conventional insurance—were often falling short of delivering the retirement outcomes people had hoped for or expected. To provide solutions to hard-working Americans seeking a great retirement, Curtis invented and developed the MPI® Strategy, bringing simplicity to financial education to Achieve, Protect, Grow, and Accelerate the power of Compound Interest. In this episode, explore various life insurance policies that allow for wealth building and asset protection, how to balance growth and risk, and the potential for tax-free income in retirement.   SHOW NOTES:   00:00 - Intro. 08:46 - Understanding Life Insurance: Types, Benefits, and Which is Best to Invest. 18:05 - Balancing Growth, Security, and Risk in Life Insurance. 22:13 - Understanding Family Banking & Self-Collateralized Loans. 26:52 - Are You An Ideal Candidate for Life Insurance? 29:37 - Building Generational Wealth through Family Trusts. 31:59 - Access Life Insurance Money for Your Retirement Needs. 37:18 - Policy Limitations. 40:12 - Closing Statements.   Follow John Skabelund: Websites: https://skabelund.com/, https://ultimateassetprotection.com/   Follow Curtis Ray:  Website: www.compoundinterest.com/   DISCLAIMER:     This content is legal information only and not legal advice. Listening or viewing this content does not create an attorney client relationship. Mr. Skabelund is admitted to practice law in Arizona, and he may be reached at UltimateAssetProtection.com.

    42 min

  6. Mar 18

    Episode #20 - Life Insurance as Asset Protection Series Part 2 | John Skabelund & Kyle Fuller

    Join John Skabelund in the second episode of this three part series as he discusses the benefits of approaching life insurance as a savings strategy and which common mistakes to avoid with his guest, founder and CEO of Factum, Kyle Fuller.   Kyle Fuller started in life insurance in 2013 and has been practicing Infinite Banking since the following year. Kyle is passionate about empowering his clients through education about money. He believes that life includes 5 circles: Spiritual, Personal, Family, Financial and Occupation and the purpose of winning financially is to fund your missions and ambitions in the other circles of life.   In this episode, explore resources to begin Infinite Banking with your own family, how life insurance is more than simply an investment strategy, and discover the growth potential that exists in this particular asset.   SHOW NOTES:   00:00 - Intro. 04:34 - Family vs. Infinite Banking. 05:47 - Savings Strategy: How Life Insurance Is More Than An Investment. 09:10 - Power of a Family Office: Keeping Your Assets Perpetuated, Protected, and Growing. 12:45 - Is Life Insurance a Safer Investment than Precious Metals? Real Estate? 15:25 - Which Policies Have No Risk? Growth Potential? 21:45 - Tax Savings & Advantages of Life Insurance. 23:15 - A Deeper Dive into Family Banking. 28:02 - Steps to Access Your Life Insurance Funds. 34:00 - Concerns & Risks About Age & Eligibility. 40:00 - Understanding "Tough Money." 42:50 - Closing Statements.   Follow John Skabelund:  Websites: https://skabelund.com/, https://ultimateassetprotection.com/   DISCLAIMER:         This content is legal information only and not legal advice. Listening or viewing this content does not create an attorney client relationship. Mr. Skabelund is admitted to practice law in Arizona, and he may be reached at UltimateAssetProtection.com.

    47 min

  7. Mar 4

    Episode #19 - Life Insurance as Asset Protection Series Part 1

    Join John Skabelund in this three part series as he discusses how life insurance provides unique asset protection benefits, as well as its advantages and disadvantages.   John is an experienced and nationally recognized attorney with extensive experience protecting client's assets throughout the United States. John Skabelund has adeptly protected a diverse range of clients' estates, ranging from $500,000 to over $100 million. His clientele spans real estate investors, business owners, executives, and professionals in various fields, including medicine, law, sports, and technology. John skillfully creates comprehensive estate plans tailored to each client's unique needs, ensuring their legacy can be preserved for generations. He also has represented clients in the buying and selling of businesses across a multitude of industries.   In this episode, explore term vs. cash value life insurance, state-level asset protection benefits, and strategic use in estate tax planning to preserve generational wealth.    SHOW NOTES:   00:00 - Intro. 02:00 - The Big Picture: What Is Life Insurance? 05:48 - Unique Protections Afforded to Each State's Statutes. 08:46 - Benefits of Cash Value Policies. 12:09 - Benefits of ILIT: An Irrevocable Life Insurance Trust. 14:23 - Estate Tax Exposure. 16:42 - Risk of Overextending Yourself. 18:25 - Closing Statements.   Follow John Skabelund:  Websites: https://skabelund.com/, https://ultimateassetprotection.com/ DISCLAIMER:     This content is legal information only and not legal advice. Listening or viewing this content does not create an attorney client relationship. Mr. Skabelund is admitted to practice law in Arizona, and he may be reached at UltimateAssetProtection.com.

    20 min

  8. Feb 18

    Episode #18 - Maximizing Tax Benefits for Real Estate Professionals | John Skabelund & Brandon Green

    Join John Skabelund as he discusses how both realtors and real estate professionals can maximize their tax benefits by avoiding these common mistakes with his guest, co-founder of Alchemy of Money, Brandon Green.     Alchemy of Money was founded by Brandon Green, a respected leader with a long career in real estate, and Shane Feldman, a celebrated entrepreneur known for building high-performing organizations around the world. Together, they saw a gap no one was addressing and created a tech-enabled financial services company that blends expert bookkeeping, tailored tax strategy, and modern systems with the lived experience of founders who truly understand the industry. What began as a solution for their own ecosystem has evolved into a trusted partner for hundreds of real estate professionals across the country.   In this episode, they explore the unique challenges faced by realtors, the importance of bookkeeping, and the need for specialized tax strategies.    SHOW NOTES:      00:00 - Intro. 04:29 - Unique Tax Challenges for Real Estate Professionals. 10:38 - Disrupting Traditional Accounting Practices. 12:53 - The Importance of Specialization in Tax Strategy. 13:42 - Tools and Strategies for Real Estate Professionals. 18:00 - Common Mistakes in Tax Strategies. 22:30 - The Importance of Bookkeeping. 25:51 - Current Changes in Tax Law. 28:57 - Closing Statements.   Follow John Skabelund:  Websites: https://skabelund.com/, https://ultimateassetprotection.com/      Follow Brandon Green:  Website: www.alchemyofmoney.co   DISCLAIMER:    This content is legal information only and not legal advice. Listening or viewing this content does not create an attorney client relationship. Mr. Skabelund is admitted to practice law in Arizona, and he may be reached at UltimateAssetProtection.com.

    31 min
See All (25)

Ratings & Reviews

5
out of 5
3 Ratings

About

Discover how to protect your wealth and build your legacy. Nationally recognized asset protection lawyer John Skabelund hosts this program. Skabelund offers listeners valuable information, and interviews industry leaders in the field of wealth preservation and asset protection.

Information