Overview of Typical Asset Protection Trust

Download PDF: Example Non Kinetic St. Lucian Asset Protection Trust Non Kinetic Saint Lucian Asset Protection Trust – PDF Table of Contents Interpretationpage 4 Governing law and power to change it page 5 Power to add and remove Beneficiaries;Settlors’ testamentary powers; page 6 Power to add Excluded Person page 6 Power to change the Vesting […]

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Meet The Players

Download PDF: Sample Asset Protection Trust Download PDF: Sample Asset Protection Trust; for Complete or International Members only Non Kinetic Trust – PDF Table of Contents Interpretationpage 4 Governing law and power to change it page 5 Power to add and remove Beneficiaries;Settlors’ testamentary powers; page 6 Power to add Excluded Person page 6 Power […]

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Anti-Duress Provision

Typical Duress Clause example 1. Freedom from Outside Interference The Settlor directs that this Settlement be administered consistent with its terms, free of judicial intervention and without order, approval, or other action of any court. To the extent any Person is granted the power hereunder to compel any act on the part of the Trustee, […]

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Spendthrift Clause Explained

What is a spend thrift clause or spendthrift provision? Today we’re talking about spendthrift clauses. They’re found in almost every trust ever done in the United States and in the English speaking world. What I’m going to talk about is what a spendthrift clause does, why they normally are irrelevant in traditional asset protection and […]

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Cuba Clause & Definition of Event of Duress

  Typical Cuba Clause This is an example of your typical Cuba Clause & Definition of Event of Duress in a asset protection trust. Change of Trustee and Situs of Administration (a) Notwithstanding any other provision contained in this Settlement, the Trustee, upon the happening of an Event of Duress in the jurisdiction where any […]

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Typical Asset Protection Plan Structure

Download PDF Ebook: ASSET PROTECTION TRUSTS; What they are, How they work & Tax aspects 112 pages Download example St Lucian Trust to follow along with video PDF Table Of Contents- Asset Protection Trusts; What they are, How they work, and Tax aspects INTRODUCTION …………………………………………. 6 I. WHAT IS AN ASSET PROTECTION TRUST? ……………………… 7 […]

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Protecting Intellectual Property

What do I mean by Intellectual Property? topics covered in video Offshore is ALMOST always best Typical Structure Getting your IP Offshore and Taxation 367 482 CFC’s – non-CFC’s and Insurance Companies FDAP/ECI Treaties When do I mean by intellectual property? That is debated, I am talking about things like software or something special that […]

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