Private Irrevocable Living Trust Declaration

Schedule of AssetsPower of Attorney

Certification of Trust

+ Advanced Health Care Directive

+ Property Deed Transfer Document

+ Spendthrift Clause 

+ Lifetime Use Provision

Basic Asset Protection

Nominate child and/or pet guardians

Decide who will handle your affairs

Leave specific gifts (money, possessions, property, etc.)

Determine how your assets will be distributed

Exclude individuals from receiving your property

Specify your final arrangements

Note any special requests 

Add conditions to asset distributions

Avoid probate cour

Spendthrift Provision

+ Enhanced Asset Protection

+ Manage financial affairs if incapacitated

+ Provides for disabled beneficiaries without affecting benefits

+ Ensures smooth transfer of family business.

+ Allows updating trust terms for flexibility

+ Minimize taxes on transfers to grandchildren

+ Expert Consulting:

- 1 Hour of 1-on-1 recorded consultation

- 24/7 Support: Around-the-clock email support.

Annual Review Reminder: Notification for annual trust review.

Access to The Private Trust Learning Center: Our Frontier Trust Solutions Course has 20 modules and hundreds of hours of recorded Q&A's designed to teach you how to create and use your trust on a self-study basis.

Want more support?

Join the Trustee Support Network subscription at checkout to gain access to our exclusive:

• Social Media Feed: Stay up to date with the latest news, insights, and announcements in a streamlined, easy-to-navigate feed.

• Client Profiles: Create your own profile to personalize your experience and connect with other professionals in the network.

• Live Q&A Support Calls: Join live sessions to get your questions answered in real time by our experts.

• Interactive Challenges: Participate in fun and engaging challenges designed to help you stay motivated and achieve your goals.

• Community Interaction: Like, comment, and share posts to collaborate, learn, and grow alongside your peers.

Who Is the Enhanced Trust Plan For?

The Enhanced Trust Plan is designed for individuals, families, and business owners who need a more comprehensive and strategic estate plan with greater asset protection, flexibility, and long-term security. This plan is ideal for those who want to protect their wealth, safeguard their business, and ensure seamless financial management in case of incapacity or unforeseen circumstances.

This plan is specifically suited for:

Individuals & Families with Estates Up to $500,000
If you have cash, real estate, investments, or other valuable assets within this range and want to protect them from probate, creditors, and unnecessary taxation, this plan provides the right structure.

Real Estate Owners Seeking Asset Protection
Whether you own rental properties, vacation homes, or land, this plan ensures your real estate remains protected within the trust while allowing for smooth ownership transitions.

Business Owners with More than 3 LLCs
Entrepreneurs and investors managing multiple LLCs can use this trust to separate business and personal assets, provide business continuity, and streamline succession planning.

Individuals Seeking Enhanced Asset Protection
This plan includes Spendthrift Provisions, protecting your assets from creditors, lawsuits, and reckless financial decisions by beneficiaries, ensuring your wealth is preserved.

Those Who Want to Manage Financial Affairs if Incapacitated
If you become unable to manage your finances due to illness or incapacity, your trustee can step in to handle your financial affairs without court intervention, ensuring continuity and stability.

Families Supporting Disabled Beneficiaries
This trust allows you to provide for disabled family members without jeopardizing their eligibility for government benefits such as Medicaid or Supplemental Security Income (SSI).

Business Owners Looking for a Smooth Succession Plan
For those who own a family business, this trust ensures a seamless transition of ownership to designated successors without business disruptions.

Individuals Looking for Flexibility in Estate Planning
This plan allows for updates to trust terms, ensuring adaptability as circumstances change, whether due to marriage, new children, business growth, or tax law changes.

Families Looking to Minimize Taxes on Transfers to Grandchildren
By structuring the trust properly, this plan can help reduce or eliminate generation-skipping transfer taxes, preserving wealth for future generations.

The Enhanced Trust Plan provides a higher level of protection, flexibility, and financial security, making it ideal for those who want to ensure long-term wealth preservation and a structured estate plan.

Private Irrevocable Living Trust Declaration

Schedule of AssetsPower of Attorney

Certification of Trust 

Advanced Health Care Directive

Property Deed Transfer Document

Spendthrift Clause 

Lifetime Use Provision

+ Financial Power of Attorney

+ Spendthrift Clause

+ Lifetime Use Provision

+ Special Needs Provision

+ Family Business Succession Plan

+ Decanting Provision

+ Generation-Skipping Transfer (GST) Tax Provision

Basic Asset Protection

Nominate child and/or pet guardians

Decide who will handle your affairs

Leave specific gifts (money, possessions, property, etc.)

Determine how your assets will be distributed

Exclude individuals from receiving your property

Specify your final arrangements

Note any special requests 

Add conditions to asset distributions

Avoid probate court

+ Advanced Asset Protection

+ Manage financial affairs if incapacitated

+ Protect assets from creditors and reckless spending

+ Provides for disabled beneficiaries without affecting benefits

+ Ensures smooth transfer of family business.

+ Allows updating trust terms for flexibility

+ Minimize taxes on transfers to grandchildren

+ Expert Consulting:

- 6 Hours of 1-on-1 recorded consultations

- 24/7 Support: Around-the-clock email support.

Annual Review Reminder: Notification for annual trust review.

Access to The Private Trust Learning Center: 

Our Frontier Trust Solutions Course has 20 modules and hundreds of hours of recorded Q&A's designed to teach you how to create and use your trust on a self-study basis.

Want more support?

Join the Trustee Support Network subscription at checkout to gain access to our exclusive:

• Social Media Feed: Stay up to date with the latest news, insights, and announcements in a streamlined, easy-to-navigate feed.

• Client Profiles: Create your own profile to personalize your experience and connect with other professionals in the network.

• Live Q&A Support Calls: Join live sessions to get your questions answered in real time by our experts.

• Interactive Challenges: Participate in fun and engaging challenges designed to help you stay motivated and achieve your goals.

• Community Interaction: Like, comment, and share posts to collaborate, learn, and grow alongside your peers.

Who Is the Premium Trust Plan For?

The Premium Trust Plan is designed for high-net-worth individuals, families, and business owners with estates up to $1 million, complex financial structures, and international holdings. This plan provides advanced asset protection, tax efficiency, and long-term wealth management solutions to safeguard your legacy across generations and jurisdictions.

If you require a sophisticated trust structure that ensures maximum financial security, seamless business continuity, and international estate planning, this trust is the right fit for you.

Who Benefits from the Premium Trust Plan?

Individuals & Families with Estates Up to $1 Million
Designed for those with substantial assets, including real estate, investments, business interests, and other high-value holdings, this plan ensures maximum asset protection and tax efficiency while avoiding probate.

Business Owners with Complex Structures & International Operations
If you own multiple LLCs, corporations, partnerships, or international business entities, this trust provides the legal framework to manage your assets, reduce tax liabilities, and facilitate seamless succession planning.

Real Estate Investors with Multiple Properties
Whether you own rental properties, commercial real estate, or an international property portfolio, this trust plan helps secure ownership, protect against lawsuits, and provide structured asset management.

Global Entrepreneurs & International Asset Holders
For those with foreign assets, bank accounts, or business interests abroad, this plan offers compliance strategies, jurisdictional asset protection, and cross-border estate planning to protect wealth in multiple countries.

Advanced Asset Protection Against Creditors & Lawsuits
With enhanced Spendthrift Provisions and legal safeguards, this trust shields your wealth from creditors, lawsuits, divorces, and financial disputes, ensuring long-term security for your beneficiaries.

Comprehensive Incapacity & Wealth Management Planning
Should you become incapacitated, this trust allows your designated trustees to seamlessly manage your financial affairs, businesses, and investments, eliminating the need for court intervention or guardianship proceedings.

Tailored Succession & Generational Wealth Transfer
This plan provides customized succession strategies to preserve and transfer wealth efficiently, including:
✔️ Minimizing estate taxes on inheritance
✔️ Deferring capital gains taxes on asset transfers
✔️ Utilizing multi-generational wealth planning tools to ensure your assets remain within your family legacy.

Charitable Giving & Tax-Advantaged Philanthropy
For individuals interested in philanthropy and faith-based giving, this plan enables structured charitable contributions through private foundations, donor-advised funds, and tax-exempt trusts to support your values while optimizing tax benefits.

International Tax & Compliance Strategies
For those operating across borders, this trust mitigates tax risks, ensures international compliance, and optimizes tax efficiency while managing offshore assets and financial accounts.

Flexible & Customizable Trust Terms
Unlike standard trusts, this plan allows continuous updates and modifications to adapt to:
✔️ New financial regulations and tax laws
✔️ Changes in family dynamics (marriages, divorces, births, etc.)
✔️ Expanding business interests

The Premium Trust Plan is a powerful estate planning solution for those with significant wealth, business complexity, and international assets. It provides unmatched protection, flexibility, and legacy preservation, making it the best choice for high-net-worth individuals who want to secure their financial future for generations to come.