Architectural 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