Sample Legal Blueprints

The Ideal Family Fortress Dynasty Trust
Set Up As Irrevocable Trust ("Symington Trust")
Trustees: Children and Disinherited Advisors as Board of Trustees with a Designated Managing Trustee

The Ideal Living Family Fortress Dynasty
Trust Revocable Before Death of First Spouse
Trustees: Husband and Wife

The Ideal Family Fortress Dynasty Trust
(Now Irrevocable) After One Spouse Has Died

The Ideal Living Family Fortress Dynasty Trust
(Now Irrevocable) On Death of Both Grantors
Trustees: Board of Trustees with Designated Managing Trustee

The Optimum Business Structure

Wealth Protection Plan At-a-Glance

Basic Legal Emergency Documents
with Funded Revocable Family Fortress Dynasty Trust
& Irrevocable Family Fortress Dynasty Trust

Basic Legal Emergency Documents
with Funded Revocable Family Fortress Dynasty Trust

The Ideal Operating Foundation

The Standard Legal and Financial Goals
for Our Clients and for the Future and Past Generations of Their Families