Free Virtual Masterclass With Doug Lodmell January 21, 2026 5 PM MT Reveals…
How Attorneys & CPAs Are Adding $50K-$200K+ in Annual Revenue By Integrating Asset Protection Into Their Practice
(Without Becoming an Asset Protection Expert Overnight)
The wealthiest clients in your book are already thinking about asset protection. The question is: Will you be the one who helps them, or will you refer them to someone else?
This briefing reveals the partnership model that lets you serve these clients, keep the revenue, and position yourself as the complete wealth advisor your clients need.
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LIVE ATTENDEES ONLY
Show Up Live and Get Instant Access to the 2026 Asset Protection Playbook
One Free Resource:
Client Conversation Guide: How to position asset protection in client meetings
Only available to live attendees.
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THE OPPORTUNITY YOU'RE MISSING
Your Best Clients Are Already Asking About it
If you work with business owners, real estate investors, or high-earning professionals, you've probably noticed:
They're getting smarter about asset protection. They're watching YouTube, listening to podcasts, hearing about offshore trusts and DAPTs from their peer groups.
And when they ask you about it, what do you say?
Most attorneys and CPAs do one of two things:
Refer them out (and hope they come back)
Try to Google an answer and hope it's right
Here's what happens next:
Scenario 1: You refer them out. They work with an asset protection attorney. Six months later, they're working with that attorney's CPA and estate planner too. You just lost a $40K+ client.
Scenario 2: You give them a surface-level answer. They can tell you're not confident. They find someone else who is. Same result.
The Math Is Simple:
Asset protection fees range from $15,000 to $25,000 per client.
If you have 50 clients with $1M+ net worth, and just 10% need asset protection, that's $150,000 to $250,000 in revenue.
Revenue you're currently giving away.
But here's the good news: You don't need to become an asset protection expert to capture this revenue.
Inside This Briefing You'll Discover:
✓ The 3 case law developments in 2025 that are changing how asset protection works in 2026 (and what your clients need to know)
✓ Why Domestic Asset Protection Trusts (DAPTs) are failing in court, and what actually works when a judge makes an unfavorable ruling
✓ The partnership model that lets you integrate asset protection services into your firm without hiring specialists, learning offshore trust law, or taking on liability
✓ How the Asset Protection Council works: co-counseling, fee-sharing, and client service (with a live introduction to Ike Devji)
✓ Real client scenarios: When to recommend asset protection, how to position it, and what red flags to watch for
✓ The exact conversation framework for bringing up asset protection with clients (without sounding like you're pushing a product)
✓ The 2026 trends: What your clients will be asking about this year—so you can stay ahead of the conversation instead of scrambling for answers
MEET YOUR HOST
Douglass Lodmell
Douglas Lodmell is one of the nation's leading asset protection attorneys with over 30 years of experience protecting high-net-worth individuals and business owners.
After earning his JD from Cardozo and his LL.M. in Taxation from NYU Law, Doug clerked for Judge Jack Weinstein in the Eastern District of New York, where he witnessed firsthand how unpredictable court rulings can be.
That experience shaped his entire practice philosophy: Design asset protection so that even if the judge rules against you, they still can't reach the assets.
Doug invented the Bridge Trust®—an offshore trust structure that operates domestically for IRS compliance but converts to full foreign protection during an "event of duress" (like a lawsuit).
He's the founder of the Asset Protection Council (APC), a membership organization that helps attorneys and CPAs add asset protection services to their practices through co-counseling and fee-sharing partnerships.
His clients include business owners, real estate investors, medical professionals, and executives—exactly the clients already in your book.
30+ Years in Practice | Creator of the Bridge Trust® | Founder of Asset Protection Council
40+ Years Experience | 244,000+ Students Taught | $100M+ Taxes Saved
What Professionals Are Saying:
"I had three clients ask me about asset protection last year. I didn't know what to tell them, so I referred them out. Two of those clients never came back for their tax work. That cost me about $40K. I wish I had known about the APC partnership model sooner."
— David K., CPA, Arizona
"The co-counseling model is brilliant. I keep the client relationship, Doug's team handles the technical work, and we split the fees. My clients get world-class asset protection without me having to become an expert."
— Sarah M., Estate Planning Attorney, California
"I thought asset protection was only for ultra-wealthy or sketchy operators. Doug showed me it's a legitimate need for any business owner with $1M+ in net worth. Now it's a core part of my practice."
— Mark T., Business Attorney, Texas
This Is For You If:
✓ You work with business owners, real estate investors, or high-earning professionals
✓ You have clients with $1M+ in net worth who need more than just tax planning or estate documents
✓ You've referred out asset protection work and wondered if there's a better way
✓ You want to deepen client relationships by offering comprehensive wealth protection
✓ You're looking for ways to add $50K-$200K+ in annual revenue without hiring specialists or taking on new liability
This Is NOT For You If:
✗ Your clients are primarily W-2 employees without significant assets
✗ You're not interested in expanding your service offerings
✗ You're happy referring high-value work to other firms
Don't miss this masterclass
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Douglass Lodmells’s results, strategies, and experiences are not typical and are not a guarantee of your financial success. This program does not promise or imply any guaranteed outcomes, whether in tax savings, wealth building, or business growth, based on the use of our education, systems, or services. Individual results will vary widely depending on factors including personal effort, financial situation, business model, and market conditions. All content presented on this website, including but not limited to tax strategies, videos, frameworks, and written material, is the intellectual property of Lodmell & Lodmell, PC. Unauthorized use, reproduction, or distribution of any material without express written consent is strictly prohibited.