Ava and Jake Discuss Sally Geeman, who introduces the intricacies of spendthrift trusts, drawing inspiration from the Rockefellers. Sally shares her entrepreneurial journey and how she came to utilize spendthrift trust strategies for asset protection. The discussion highlights the protections these trusts offer and their relevance in the current landscape, especially in light of the Corporate Transparency Act's impact. Sally evaluates the benefits spendthrift trusts present for entrepreneurs, providing insights into their potential advantages. The episode concludes with additional resources for listeners interested in learning more about this financial tool.

(0:00) Introduction: The Rockefellers, Sally Geeman, and Spendthrift Trusts

(1:17) Sally Geeman's Entrepreneurial Journey and Spendthrift Trust Strategies

(3:17) How Spendthrift Trusts Offer Asset Protection

(6:02) Impact of Corporate Transparency Act on Trusts

(7:06) Evaluating the Benefits of Spendthrift Trusts for Entrepreneurs

(9:04) Conclusion and Additional Resources