SUCCEED 20 / 20 TRUST VISION PLAN

 

This plan is intended to be a roadmap to building a well-structured plan for leaving assets to the next generation. 

This plan will be a guide to asking the right questions and give you the different selections and choices when setting up your Trust.

This plan will also show how to pass money to the next generation without Attorneys, Probate, The IRS and State Interference.

STEP 1

ESTATE OR NO ESTATE

If you decide that you want to leave an Estate, it is necessary to have a specialized Estate consultant to guide you through your Estate formation and Estate clauses?  Statistics show that people that use a consultant to start or consult their Estate have a far better chance of passing money to the next generation.  

Lets Get Started

STEP 2

 ESTATE PURPOSE

Decide what is the real and true purpose for you leaving an estate. 

 

STEP 3

 ESTATE TYPE

Decide what is the best way to leave your Estate to your loved ones.

 

STEP 4

TRUST CONTROL

Stay Anonymous and still be in control over your Trust by designating a Settlor to establish the Trust.  

 

STEP 5

TRUST  DISCRETION

Decide who will have discretion over the trust and its assets. 

 

STEP 6

TRUST TAX STRUCTURE

Decide how you want your Trust taxed, either as a Simple Trust or a Complex Trust.

STEP 7

TRUST TRANSFERS

Choose whether the next generation will be taxed on monies, assets, and investments left to them.

STEP 8

TRUST CONFIDENTIALITY

Learn how to keep your trust confidential within your Estate and the Public. 

STEP 9

TRUST SPECIAL CLAUSES

Learn how to add special clauses for your Trust, for future activities and plans throughout the duration of your Trust. 

 

STEP 10

TRUST PROVISION

Learn about the most important Trust provision that allows your beneficiaries to use the assets of the Trust without incurring a taxable income.

STEP 11

TRUST JURISDICTION

The jurisdiction of your Trust will be a major factor in determining the Trust Access, Protection, Privacy, and Tax Liability.

 

STEP 12

TRUST SECTOR

Do you want your Trust to be in the Public Sector where your trust documents are available to the public? Or do you want your Trust to be in the Private Sector where the public have no access to your Trust documents?

 

STEP 13

TRUST FORMATION

 

Decide whether you want the previous selections from steps 1 to 12 to be revocable or irrevocable. 

STEP 14

TRUST NAME

Learn how to successfully name a trust for the right Trust purpose.

STEP 15

TRUST ADDRESS

 

Learn how to choose the right address for your Trust that keeps your Trust in the Federal jurisdiction. 

STEP 16

TRUST EMAIL

Choose the correct email platform to set up your encrypted private Trust email account. 

STEP 17

TRUST SETTLOR

Learn how to choose the right Settlor for your Trust by educating them on what role you are asking to serve in.

STEP 18

TRUST OFFICERS

Decide who will be the Trust the Compliance Officer and the Trustee of the Trust.

STEP 19

TRUST SUCCESSORS

One of the most important things in the Trust is deciding who will be the Successors of the Trust.  Learn how to choose your Successors.   

STEP 20

TRUST BENEFICIARIES

Learn how beneficiaries are protected and can benefit from the Trust.