Trusts. Do You Need One?

Welcome to the Freedom Point Real Estate podcast! Today, Drew McWilliams is joined by Brian Chou for a discussion on LLC's, trusts, and more. Want to learn more? Visit www.startingpointcapital.com Brian Y. Chou is an Attorney at the firm of Barth Calderon LLP and his practice focuses on asset protection, estate planning, and business succession planning. Mr. Chou assists clients in all stages of life, from the young professional couple that is concerned about estate planning for their minor children, to the wealthy real estate investor who wants to insulate himself and his properties from lawsuits, to the successful business owner who is agonizing about how to transition his company to the next generation. Mr. Chou understands that coming to grips with an impending lawsuit and confronting one's mortality are typically not high on most clients' list of things to do and his goal is to make the planning as accessible, digestible and (dare we say it?) enjoyable as possible. Mr. Chou seeks to build lifelong relationships with his clients to ensure that as their personal lives and legal situations evolve, their planning continues to accurately reflect their wishes. In addition to working with clients to protect and transition their assets, Mr. Chou actively seeks to be a resource to his clients in all aspects of their lives. He encourages his clients to contact him with all manner of needs, whether it be a plumber to fix a clogged drain, or a qualified accountant to contest an aggressive property tax reassessment or anything in between. An avid public speaker, Mr. Chou has presented to numerous groups all over Southern California, including Pepperdine University, UC Irvine, Cal State Long Beach, the Planned Giving Roundtable of Orange County, and the California Society of Tax Consultants. He is also especially proud of obtaining the State Bar Certified Specialists Designation for Estate Planning, Trust & Probate Law. CONNECT WITH BRIAN CHOU! Email: [email protected] Website: https://barthattorneys.com/ LinkedIn: https://www.linkedin.com/in/brianychou/ CONNECT WITH DREW MCWILLIAMS! Website: https://startingpointcapital.com/ LinkedIn: https://www.linkedin.com/in/drew-mcwilliams-cfe-3b041a5/