
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.
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Nov 2, 2026
Episode 1333: Wealth Planning Mistakes Successful Entrepreneurs Make with Todd Villarrubia
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Todd VillarrubiaGUEST
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.

Todd VillarrubiaGUEST
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.

Todd VillarrubiaGUEST
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.
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13:10Seth GreeneHOST
Why is long-term care one of the biggest threats, you say, to a family's wealth that people don't plan for?
Asset Protection Planning for Business Owners
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2:59BrentHOST
What would you, you know, a typical entrepreneur walks into your office, what's the way that you frame this in your mind?

Todd VillarrubiaGUEST
We call it entrepreneurial beast mode and actually have a number one bestselling book on Amazon with that title entrepreneurial beast mode.

Todd VillarrubiaGUEST
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.

Todd VillarrubiaGUEST
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.
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23:24BrentHOST
How about charitable planning? Are you layering in charitable planning into these kinds of
Todd Villarrubia with Wealth Planning Law Group
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Todd VillarrubiaGUEST
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.

Todd VillarrubiaGUEST
online encrypted form that gives us a real clear picture of your family and your financial position.

Todd VillarrubiaGUEST
Secondly, we'll take you through our client information questionnaire that takes about 20 minutes.

Todd VillarrubiaGUEST
And we uncover your greatest priorities and then determine a plan of action to implement strategies to address each of those priorities.

Todd VillarrubiaGUEST
And everything we do is our initial consultations are always on a complimentary basis so that you're not worried about the clock ticking.
#521 Todd M. Villarrubia: Can a C Corp Save You $15M in Taxes?
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Todd VillarrubiaGUEST
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.

Todd VillarrubiaGUEST
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.

Todd VillarrubiaGUEST
So we're not the cheapest firm, but we deliver results with certainty that you can sleep well at night.