Off-Shore Trust Master Class
“Five Flag Theory isn’t about running from your country. It’s about controlling where different parts of your LIFE age.”
Most families wait until a lawsuit, a diagnosis, or a death to plan. By then, your options are limited, taxed, and dictated by a system not designed for your dignity. On January 31, 2026, join us for a high-level strategic reset to move your legacy beyond the reach of domestic uncertainty and into an impenetrable global framework.
The Power of Two: Structure + Care
This masterclass brings together the two pillars of a protected legacy.
“Care without structure drains wealth. Structure without care drains families.”
The Contract Doctor
Asset Shielding: Building the "Aging Vault."
Jurisdiction Selection: Choosing the right "Flags.
Trust Timelines: Moving assets before the clock starts.
The Assisted Living Coach
Care Options: Strategic facility selection and transitions.
Dignity Strategy: Protecting family dynamics and choice.
Crisis Prevention: Planning care before the diagnosis.
The Contract Doctor teaches you how to protect assets across borders. The Assisted Living Coach teaches you how to protect people across seasons of life.
The Core Philosophy: Time Arbitrage
“Five Flag Theory is long-term care planning… before you ever need care.”
We reframe the traditional Five Flags to protect your future seasons of life. We don’t just move money; we secure your right to choose how you age.
Wealth Framing: Controlling where your assets "sleep" and where your money is legally shielded.
The Aging Parallel: Choosing where care is available, affordable, and high-quality—before a crisis forces your hand.
Understanding the Five Flag Theory
In this Masterclass, we go beyond standard domestic planning. We explore the Five Flag Theory—the strategic blueprint used by the world’s most protected families to "go where they are treated best."
By spreading your "flags" across different jurisdictions, you ensure that no single government, healthcare system, or court has total control over your life, your business, or your legacy.
What You'll Learn:
Flag 1: Business Registration – Incorporate where the tax and regulatory environment supports your growth, not your restriction.
Flag 2: Passport & Citizenship – Secure your ultimate "Plan B" for global mobility and legal standing.
Flag 3: Physical Residency – Establish your base in a jurisdiction that respects your lifestyle and offers superior care options.
Flag 4: The Asset Haven – House your wealth in Offshore Trusts and Private Banking to move it beyond the reach of domestic litigation.
Flag 5: Digital & Health Privacy – Secure your communications and your medical history from prying eyes and restrictive systems.
The Strategy: When your wealth, your home, and your business are all in one place, you are a target. When they are diversified globally, you are sovereign. This framework allows you to age in a world where you—not the state—make the final decisions.
Why Offshore Trusts are Care Insurance
An Offshore Trust is not about secrecy; it is an Aging Vault. It is the only structure that truly answers the government's questions about what you "own" years before they ever ask.
Extend Asset Life: Ensure your wealth outlasts your care needs.
Neutralize Threats: Shield your legacy from Medicaid clawbacks, nursing home spend-downs, and domestic probate delays.
Choice over Chaos: Families with structure choose their care; families without structure are assigned care by the state.
Go where you are treated best—at every stage of life. Stop the silent transfer of your wealth. Master the structures that guarantee dignity
Special Guest: Donzella Burton
The Assisted Living Coach & Industry Leader
Join us for an exclusive session with Donzella Burton, a premier authority in the residential assisted living space with over a decade of proven success.
Proven Authority: 10+ years of experience as an industry leader, owner, and operator of multiple successful facilities.
The ALC Academy Founder: Dedicated to empowering the next generation of leaders with the tools to build thriving, purpose-driven businesses.
Real-World Strategy: Expert in the systems, leadership skills, and operational blueprints required to scale in a multi-billion dollar industry.
Legacy Focused: A master at combining financial growth with meaningful community impact and high-standard care.
Elite Educator: Since 2017, she has mentored entrepreneurs globally, moving them from foundational knowledge to high-level industry excellence.
“Five Flag Theory is long-term care planning… before you ever need care.”
Event Details
Date: Saturday, January 31, 2026
Time: 10:30 AM - 1:30 PM EST
Location: 110 Painters Mill Road, Suite 209 Owings Mills, Maryland 21117
Only 50 seats are available.
This event is designed to be intimate and focused to ensure every attendee can get their questions answered.
Ticket Fee:
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