S6E11: How I Built My Real Estate Org Chart for Max Asset Protection + Roth IRA LLC Secrets
Thu Feb 05 2026
In this episode of the Investor Shed Podcast, hosts Nick Beveridge and Jeremy Kitchen dive deep into real-world asset protection and estate planning for real estate investors. Nick shares his actual organizational chart (org chart) — a multi-layered structure featuring a revocable living trust at the top, a Wyoming LLC for charging order protection, multiple Idaho LLCs holding rentals, flips, and an RV park, plus a self-directed Roth IRA LLC for alternative investments.
Key topics covered:
Why your personal residence stays in the revocable living trust (not an LLC) — preserve homestead exemption, capital gains exclusion ($250k/$500k), avoid due-on-sale clauses & insurance issuesWyoming LLC as a holding company: Strongest charging order protection (even for single-member LLCs), shields personal assets from business liabilities and vice versaHow many properties per LLC? Limiting equity exposure (~$250k per entity) to contain riskOperating LLCs for flips, agent commissions, and partnerships — separating active income (flips/commissions) from passive rentalsSelf-directed Roth IRA LLC setup: Rules, benefits for real estate investing, non-recourse loans, prohibited transactions to avoidWhen to set up a revocable living trust (sooner than you think!), easy amendments, annual reviews, successor trustees, and life insurance integration for legacy buildingPrivacy vs. control trade-offs, why Nick is the registered agent on most entities, and lessons from real attorney advice (shoutout to Matt Swartzen!)Bonus rants: Holiday prime rib confusion, flip horror stories, buyer blame culture, and why simplicity sometimes wins over max tax write-offsthis episode gives practical, customizable ideas to organize your portfolio, minimize lawsuits/creditors, and simplify estate planning.
Timestamps:00:00 - Intro & Holiday Banter03:00 - Asset Protection & Org Chart Overview10:00 - Revocable Living Trust Basics15:00 - Why NOT Put Your Personal Home in an LLC19:00 - Wyoming Holding LLC + Idaho Property LLCs24:00 - Flips, Partnerships & Dissolving Old LLCs31:00 - Operating LLCs for Commissions & Expenses36:00 - Self-Directed Roth IRA LLC for Real Estate39:00 - Successor Trustees, Updates & Life Insurance Tips46:00 - Wrap-Up & Viewer Action Items
If you're serious about protecting your real estate empire and planning for the future, watch now and start building your own org chart!
🔗 Connect with us:
Official YouTube Podcast Page: https://www.youtube.com/@TheInvestorShedNick Beveridge's YouTube Page: https://www.youtube.com/@NickBeveridgeReal Estate Website: northidahorei.comFacebook: https://www.facebook.com/profile.php?id=100063653307069Instagram: https://www.instagram.com/theinvestorshed/
#RealEstateInvesting #AssetProtection #LLCSetup #WyomingLLC
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In this episode of the Investor Shed Podcast, hosts Nick Beveridge and Jeremy Kitchen dive deep into real-world asset protection and estate planning for real estate investors. Nick shares his actual organizational chart (org chart) — a multi-layered structure featuring a revocable living trust at the top, a Wyoming LLC for charging order protection, multiple Idaho LLCs holding rentals, flips, and an RV park, plus a self-directed Roth IRA LLC for alternative investments. Key topics covered: Why your personal residence stays in the revocable living trust (not an LLC) — preserve homestead exemption, capital gains exclusion ($250k/$500k), avoid due-on-sale clauses & insurance issuesWyoming LLC as a holding company: Strongest charging order protection (even for single-member LLCs), shields personal assets from business liabilities and vice versaHow many properties per LLC? Limiting equity exposure (~$250k per entity) to contain riskOperating LLCs for flips, agent commissions, and partnerships — separating active income (flips/commissions) from passive rentalsSelf-directed Roth IRA LLC setup: Rules, benefits for real estate investing, non-recourse loans, prohibited transactions to avoidWhen to set up a revocable living trust (sooner than you think!), easy amendments, annual reviews, successor trustees, and life insurance integration for legacy buildingPrivacy vs. control trade-offs, why Nick is the registered agent on most entities, and lessons from real attorney advice (shoutout to Matt Swartzen!)Bonus rants: Holiday prime rib confusion, flip horror stories, buyer blame culture, and why simplicity sometimes wins over max tax write-offsthis episode gives practical, customizable ideas to organize your portfolio, minimize lawsuits/creditors, and simplify estate planning. Timestamps:00:00 - Intro & Holiday Banter03:00 - Asset Protection & Org Chart Overview10:00 - Revocable Living Trust Basics15:00 - Why NOT Put Your Personal Home in an LLC19:00 - Wyoming Holding LLC + Idaho Property LLCs24:00 - Flips, Partnerships & Dissolving Old LLCs31:00 - Operating LLCs for Commissions & Expenses36:00 - Self-Directed Roth IRA LLC for Real Estate39:00 - Successor Trustees, Updates & Life Insurance Tips46:00 - Wrap-Up & Viewer Action Items If you're serious about protecting your real estate empire and planning for the future, watch now and start building your own org chart! 🔗 Connect with us: Official YouTube Podcast Page: https://www.youtube.com/@TheInvestorShedNick Beveridge's YouTube Page: https://www.youtube.com/@NickBeveridgeReal Estate Website: northidahorei.comFacebook: https://www.facebook.com/profile.php?id=100063653307069Instagram: https://www.instagram.com/theinvestorshed/ #RealEstateInvesting #AssetProtection #LLCSetup #WyomingLLC