Correcting the Record on Offshore Trusts - September 23 Webinar

Several lists of supposedly failed offshore trust cases circulate in the asset protection industry. They carry real case names drawn from real decisions, which is why they persuade. Checking forty-five citations is slow work, and almost nobody does it. This free educational session, Debunking Oshins' Misleading Information, reads those decisions one at a time with Attorney Blake Harris. It runs live on Wednesday, September 23rd, 2026 at 1:00 PM Eastern. No pitch, no pressure - just the cases and what they held.

The session is built around a single question. In the decisions these lists cite, did a properly formed and timely funded offshore trust with an independent trustee ever lose on the merits? Our full written review is the truth about offshore asset protection trust case law, and the four conduct rules those decisions turn on are set out in the four rules of offshore trusts.

What you will learn

• How the best-known list breaks down once each decision is read - entries involving no trust at all, a duplicate counted twice, entries nobody can locate, and matters where the trust corpus was never reached
• Why the count was never the point - the list has since been reduced from forty-five entries to twenty-one, and the reduction did not change what the decisions say
• TICC - Timing, Illegal, Comply, Control - the four conduct rules that decide these cases, and why each one is a choice the settlor made rather than a weakness in the structure
• What courts actually sanctioned - late funding, control the settlor never genuinely surrendered, concealment, and refusal to engage in good faith with an order
• Why nobody in the reviewed cases was jailed for creating a trust, and what the contempt findings were actually for
• The cases where courts expressly acknowledged they could not compel the foreign trustee, and the trust corpus remained intact
• How to check a case citation yourself, so you can test any list you are handed
• Live Q&A with Attorney Blake Harris

Why these lists deserve a closer look

None of this means the cases are invented. They are real decisions, and several went badly for the person who set up the trust. The question is what they went badly for.

In every reported decision our attorneys have reviewed, no properly formed and timely funded offshore trust with an independent trustee has been defeated on the merits. Where courts acted, they generally acted against the person rather than the structure. The sanctions were contempt, equitable-distribution awards, and denial of discharge. In other matters the court reached U.S.-situs assets the trust had never truly moved offshore. That is a statement about the decisions we have read, not a prediction about any particular case.

The session will also say plainly where the lists are accurate. Some entries describe genuine planning failures, and those are the useful ones: they show what late funding and retained control look like from the bench. A reader who takes only one thing away should take that. The structure is rarely the variable; the conduct almost always is.

We decline engagements structured to defeat a known creditor.

Who should attend

This webinar is designed for high-net-worth individuals, business owners, real estate investors, and medical and legal professionals weighing offshore planning. It will be most useful to anyone who has been shown one of these lists as a reason not to proceed.

It is equally useful from the other side of the table. Attorneys, CPAs, and advisors asked about a circulating case list will get a citation-by-citation account they can check themselves, including the entries that do not survive a reading.

The session requires no prior knowledge of offshore planning. The goal is plain-language clarity, not legal jargon.

Webinar details

• Date: Wednesday, September 23rd, 2026
• Time: 1:00 PM Eastern · 10:00 AM Pacific
• Format: Live video - access link sent via email upon registration
• Cost: Free

About the presenter

Attorney Blake Harris is the Managing Attorney of Blake Harris Law, a firm focused exclusively on offshore asset protection planning. He is a U.S.-licensed attorney who has been approved in the Cook Islands to hold a trust company license. Attorney Harris has authored multiple books on asset protection, teaches continuing legal education courses for attorneys nationwide, and speaks at national and international conferences on offshore planning strategies.

This session discusses publicly published case lists and the court decisions they cite. It does not allege that any statement was made in bad faith. Citations are given so that attendees can read the decisions for themselves.