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Client Creates ("Settles") Integrated Estate Planning Trust

Note 3: Domestic trustee can outvote the foreign trustee in most situations

Note 4: The client (the "Settlor") is often the Protector. The Protector usually has the ability to remove and replace trustees and to veto various decisions of the trustees

Note 5: The beneficial class often includes the Settlor, the spouse of the Settlor, and children of the Settlor, one or more charities designated by the Settlor, and others

Seminars & Events:

April, 2017 - CELESQ
“An Asset Protection Planning Primer for Estate Planning, Tax and Creditors Rights Lawyers”
Live Web Cast
May 31 – June 1, 2017 - 

SOUTHPAC TRUST OFFSHORE PLANNING INSTITUTE CONFERENCE 2017, “Asset Protection in a Changing World” (31 May 2017) and “Questions & Answer Panel on Industry Challenges to Asset Protection Structures” (1 June 2017)
Las Vegas, Nevada


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Contact Information

Barry S. Engel