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    • The Defender Trust
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  • More
    • Overview
    • Who We Are
    • What We Do
      • Tax Optimization
      • Asset Protection
      • Prenuptial Protection
      • Estate Planning
      • Retirement Planning
      • Charitable Giving
      • Cryptocurrencies
    • Resources
      • The Defender Trust
      • Why PPLI?
      • PPLI Library
      • PPVA
      • 1035 Exchange
      • Captive Insurance
    • FAQ
    • Contact Us
  • Overview
  • Who We Are
  • What We Do
    • Tax Optimization
    • Asset Protection
    • Prenuptial Protection
    • Estate Planning
    • Retirement Planning
    • Charitable Giving
    • Cryptocurrencies
  • Resources
    • The Defender Trust
    • Why PPLI?
    • PPLI Library
    • PPVA
    • 1035 Exchange
    • Captive Insurance
  • FAQ
  • Contact Us

The Defender Trust

A Powerful Tool To Enhance Your Negotiating Position With Creditors

The Defender Trust is most effective for those who want the protection afforded by a Foreign Asset Protection Trust (FAPT) but are reluctant to give up control to a foreign trustee and place assets in foreign institutions. The Hybrid technique provides the solution.

  1. The settlor (you) sets up the Defender Trust.
  2. The Trust is administered by a Domestic Managing Trustee (#4), an Offshore Custodial Trustee (#2), and a Domestic Protector (#3) at the onset. In the event of a crisis, the domestic trustee is removed by the “Custodian Trustee.” After this, the trust operates as an offshore trust providing greater protection.
  3. You appoint the Protector (#3). Before triggering the Duress Clause, your client is the Settlor and can be Trustee & Beneficiary, thereby controlling all trust assets.
  4. You appoint the U.S. Trustee.
  5. The Defender Trust owns a one-person “disregarded” Master LLC.
  6. The Master LLC owns entities for holding Real Estate and running the Settlor's business.
  7. The Settlor and family are paid to manage the Master LLC.
  8. Defender Trust Trust purchases and owns a PPLI policy.

The Defender is registered offshore, but from the perspective of the IRS, it is a domestic grantor Trust. If the “Duress” clause is activated, the Trust’s jurisdiction is moved offshore with all of the protections of a Foreign Asset Protection Trust. Private Placement Life Insurance (PPLI) tax sanitizes the structure.


Visit our PPLI Library to learn more about the rules and nuances of PPLI, or contact us to discuss implementing your Asset Protection strategy today.

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This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. We are not a law firm or a substitute for a law firm or an attorney. We do not provide legal advice of any kind or legal strategies, opinions or rights. Private Placement Life Insurance and Annuities are unregistered products and are not subject to the same regulatory requirements as registered products. As such, Private Placement Life Insurance and Annuities can only be offered to accredited investors or qualified purchasers as described by the Securities Act of 1933.

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