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Todd Villarrubia

Todd Villarrubia

Founding partner of Wealth Planning Law Group in New Orleans; 30-year tax attorney (LL.M. Taxation), board-certified estate planning expert, and co-founder of Fountainhead Global fractional family office.

Nov 2, 2026

7:24
What does beast stand for?
7:26
So it's an acronym for business structure.
7:29
So that's.
7:31
like looking at do you qualify under 1202 for the exclusion on sale? Should you be an S Corp or a C Corp or an LLC? Which jurisdictions do you pick? You know, all those sorts of things.
7:47
The E stands for estate planning, which is not just wills and living wills and power of attorney, but a revocable trust and typically a domestic asset protection trust.
8:03
Then we have A for asset protection.
8:07
And that involves not only a domestic asset protection trust, but the creation of a multilayered, segregated LLC structure so that all the assets are protected and they're all segregated from one another in case there's ever a lawsuit.
13:10
Why is long-term care one of the biggest threats, you say, to a family's wealth that people don't plan for?
BrentHOST
2:59
What would you, you know, a typical entrepreneur walks into your office, what's the way that you frame this in your mind?
3:07
we really look at it through a five prism lens.
3:12
We call it entrepreneurial beast mode and actually have a number one bestselling book on Amazon with that title entrepreneurial beast mode.
3:23
And I would encourage y'all to check it out.
3:25
I think it's only a few dollars on Kindle.
3:29
Um, but it is case study after case study of members of EO, YPO and Tiger 21, who have come to us to do their estate planning.
3:44
And it certainly starts with the foundational documents, which really are a will, living will, general power of attorney, healthcare power of attorney, and revocable trust.

19 MINS LATER

BrentHOST
23:24
How about charitable planning? Are you layering in charitable planning into these kinds of
16:04
Take us through sort of an engagement process with Scott manufacturing.
16:10
So the first thing we're going to do is a comprehensive intake process with you, whereby we ask you to fill out our form.
16:19
online encrypted form that gives us a real clear picture of your family and your financial position.
16:28
Secondly, we'll take you through our client information questionnaire that takes about 20 minutes.
16:36
All of this is complimentary, by the way.
16:40
And we uncover your greatest priorities and then determine a plan of action to implement strategies to address each of those priorities.
16:54
And everything we do is our initial consultations are always on a complimentary basis so that you're not worried about the clock ticking.
17:52
How do I find more time to be able to do this and then say, okay, I did it.
0:01
[gentle music] 21st Century Entrepreneurship with Martin Pyskerik.
0:13
Over the past 30 years as a tax attorney, we've helped thousands of entrepreneurs protect billions of dollars from the government, taxes, and creditors.
0:33
And even though we've done thousands of transactions, not one of ours has ever been overturned by a court or a divorcing spouse or a former partner.
0:46
So we're not the cheapest firm, but we deliver results with certainty that you can sleep well at night.
1:06
I'm Todd DellaRubbia.
1:07
I'm a 30-year tax attorney.

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