STEP 2:
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