James Sexton
speaker
1,499 appearances
2 recordings
1 series
first heard Aug 2026
last heard 17 Aug
James Sexton’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Aug 2026 with 2.
Appearances
If cash stays cash, it's hard to prove where cash went.
If there was a hundred dollars on that table and now it's gone, how do you prove it was ever there?
Yeah.
The the problem is this.
Some and again, it's a difference between ultra high net worth and non-ultra high net worth.
So in the space that a lot of my clients currently occupy, there are a lot of wealth preservation and tax avoidance strategies that people employ using trusts in estates and tax attorneys for very legitimate and legal reasons that make a divorce
Extremely messy because as you know, very wealthy people don't own a lot.
So that way they don't pay taxes on it.
So they have an interest in a trust that owns an LLC that owns the real estate that they rent from that trust in an intentionally defective grant or trust.
Like so that's a thing people do for real legitimate tax planning and wealth preservation reasons.
But if you're getting divorced, it's super messy.
Because neither of you own it.
So now the question is is who gets more benefit from it, one or the other?
How do we deal with something that's no longer in the marital estate?
So that that's a level of complexity that really requires a very deep and personal dive into someone's finances.
For the general population, for like most normal people making, you know, W two wage earners or people who make a couple hundred thousand dollars a year apiece or even a couple of million, you know.
Large transfers of funds into trusts, um, purchasing big annuities instead of having large sums of money, leveraging real estate, like taking out huge encumbrances against a marital residence, like a home equity line of credit, or taking a big mortgage against one residence to purchase another one, but then titling that residence in the name of other family members or third parties or a trust or an LLC.
Like anytime someone makes a financial move that's different than the normal status quo, it's worth going, oh, why are we doing that?
Like help me understand why we're doing that.
And then the question is, is is there plausible deniability?
Showing 121–140 of 1,499 · page 7 of 75
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