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Coles Trust Issues: Why Traditional Estate Planning Isn't Working and What To Do About It at Village Green Shopping Centre in Vernon, BC
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What do the ultra-wealthy know about protecting their fortunes that most people never learn?
In Trust Issues , veteran estate planning attorney Rick Durfee pulls back the curtain on the legal tools and legacy strategies the affluent quietly use to safeguard their assets, slash taxes, and keep wealth in the family for generations, with control, clarity, and confidence.
This isn't theory. It's a field-tested playbook built from decades of helping high-net-worth individuals, business owners, and family offices create dynasty plans that actually work in the real world.
Whether you're a successful entrepreneur, investor, or professional advisor, you'll discover how to:
Use trusts to avoid probate and dictate how wealth is used, even long after you're gone.
Set up business entities (like LLCs and FLPs) that shield assets from lawsuits and creditors.
Build a dynasty trust designed to preserve family wealth for 100+ years.
Legally minimize estate and gift taxes.
Sidestep the most common (and costly) estate planning mistakes.
Empower your children and grandchildren with wealth, without fueling entitlement or dependency.
Durfee's approach is ethical, practical, and grounded in a simple belief: wealth should serve your family's deepest values, not just their lifestyle.
If you're serious about protecting what you've built, Trust Issues is your roadmap to a lasting legacy, on your terms.
What do the ultra-wealthy know about protecting their fortunes that most people never learn?
In Trust Issues , veteran estate planning attorney Rick Durfee pulls back the curtain on the legal tools and legacy strategies the affluent quietly use to safeguard their assets, slash taxes, and keep wealth in the family for generations, with control, clarity, and confidence.
This isn't theory. It's a field-tested playbook built from decades of helping high-net-worth individuals, business owners, and family offices create dynasty plans that actually work in the real world.
Whether you're a successful entrepreneur, investor, or professional advisor, you'll discover how to:
Use trusts to avoid probate and dictate how wealth is used, even long after you're gone.
Set up business entities (like LLCs and FLPs) that shield assets from lawsuits and creditors.
Build a dynasty trust designed to preserve family wealth for 100+ years.
Legally minimize estate and gift taxes.
Sidestep the most common (and costly) estate planning mistakes.
Empower your children and grandchildren with wealth, without fueling entitlement or dependency.
Durfee's approach is ethical, practical, and grounded in a simple belief: wealth should serve your family's deepest values, not just their lifestyle.
If you're serious about protecting what you've built, Trust Issues is your roadmap to a lasting legacy, on your terms.
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