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 how if […]

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Cuba Clause & Definition of Event of Duress

 Typical Cuba ClauseThis 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 Trustee or part […]

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Contest Clause

Example Contest ClauseIf any Person, including a Discretionary Beneficiary shall, in any manner, either:(i) directly or indirectly, attempt to contest or oppose the validity of this Trust, or anyother Trust settled, on or after the date of this Settlement, by the Settlor, the Spouse of the Settlor, or both, or(ii) commence or prosecute any legal […]

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Getting Assets Out of APT During Settlor’s Life

Trustee The Trustee shall stand possessed of the Trust Fund for the benefit of all or any one or more of the Discretionary Beneficiaries and with such powers of appointment, maintenance and advancement in favor of all or any one or more of them, as the Trustee, with the written consent of the Protector, may […]

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Coordinating Your Asset Protection Trust With Your Estate Plan or Will

Download PDF – Coordinating Your Asset Protection Trust With Your Estate Plan or Willby Rob Lambert (3 pages)Download Here Coordinating Your Asset Protection Trust With Your Estate Plan(If You Are Doing Your Estate Planning With An Estate Planning Trust)Provided that the Settlor has actually settled an estate planning trust (hereinafter Settlor’s Estate Planning Trust) specifically directing […]

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