Secure your legacy. Plan Different.
- The settlor (you) sets up the Defender Trust.
- 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.
- 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.
- You appoint the U.S. Trustee.
- The Defender Trust owns a one-person “disregarded” Master LLC.
- The Master LLC owns entities for holding Real Estate and running the Settlor's business.
- The Settlor and family are paid to manage the Master LLC.
- Defender Trust Trust purchases and owns a PPLI policy.