Meet The Players
Meet the Players
Anti-Duress Provision
Settlement Trust Protection – 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 […]
What is a Spendthrift Clause or Spendthrift Provision?
What is a Spendthrift Clause or Spendthrift Provision? Rob Explains what is a spendthrift clauses or spendthrift provision does and how to implement it in a trust. Watch the Video and find examples of spendthrift clauses as you continued reading. Today we’re talking about spendthrift clauses. They’re found in almost every trust ever done in […]
Cuba Clause & Definition of Event of Duress
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. GET STARTED ON YOUR ASSET PROTECTION PLAN https://www.youtube.com/watch?v=cYp0FVzEI9U Change of Trustee and Situs of Administration(a) Notwithstanding any other provision contained in this Settlement, the […]
Contest Clause
Contest Clause Example Contest Clause If 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 any other Trust settled, on or after the date of this Settlement, by the Settlor, the Spouse of the Settlor, or both, or (ii) […]
Getting Assets Out of APT During Settlor’s Life
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, […]
Coordinating Your Asset Protection Trust With Your Estate Plan or Will
Coordinating Your Asset Protection Trust With Your Estate Plan or Will Download PDF – Coordinating Your Asset Protection Trust With Your Estate Plan or Will by Rob Lambert(3 pages) Download Herehttps://www.youtube.com/watch?v=A6YyMPlE-Ps Coordinating Your Asset Protection TrustWith Your Estate Plan (If You Are Doing Your Estate Planning With An Estate Planning Trust) Provided that the Settlor […]
Rule Against Perpetuities Savings Clause
Rule Against Perpetuities Savings Clause Hello,Rob Lambert here with asset protection training com This is a short video on the Rule Against Perpetuities. it’s not an important issue but it’s something that’s going to confuse you every single time you look at a trust. These stupid little rule against perpetuities savings clauses, find their way […]
What is a offshore asset protection trust?
What is a Offshore Asset Protection Trust? There are many types of trusts. For this example, I will define an offshore asset protection trust as any trust formed for a term of years in a foreign jurisdiction, which does not recognize (or imposes significant barriers to the recognition of) United States judgments. Honestly, this is […]
Typical Excluded Persons Clause
List of Excluded Persons The following list of Excluded Persons shall be interpreted in its broadest sense, and shall include the following Persons: All courts, panels, administrative or judicial bodies. Any and all creditors, claimants or judgment creditors of any settlor or of any Discretionary Beneficiary, or of any other Beneficiary under the Settlement. Any […]