Protecting Inheritances

Protecting Inheritances from Creditors By Ward J. Wilsey, JD, LLM 3655 Nobel Dr. Suite 345 San Diego, CA 92122 (858) 764-2672 [email_address]

The Problem ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Types of Trust ,[object Object],[object Object],[object Object]

Mandatory Trust ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Ascertainable Standard ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Effect of a Property Right ,[object Object],[object Object],[object Object],[object Object]

Discretionary Dynasty Trust ,[object Object],[object Object],[object Object],[object Object],[object Object]

Beneficiary Controlled Trust ,[object Object],[object Object],[object Object],[object Object]

Beneficiary Controlled with Distribution Trustee ,[object Object],[object Object],[object Object],[object Object],[object Object]

Fully Discretionary Trust with Independent Trustee ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Controlling the Trustee ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Summary ,[object Object],[object Object],[object Object],[object Object]

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