Syndicate Legal Advisory Services prepares the trust instrument and related documents for a Domestic Asset Protection Trust, on the forms required in the state and county where the documents will be filed.
What’s included:
- Intake and information gathering. A structured questionnaire collects the settlor’s identity and residence, the trust name and the governing state you select, the trustee, any trust protector, and the beneficiaries, along with the distribution terms and a list of the assets you intend to transfer.
- Trust agreement. We prepare the irrevocable trust agreement from the provisions you select, including the spendthrift clause, distribution standards, trustee and trust protector powers, successor appointments, and the governing law and situs provisions.
- Trustee documents. We prepare the trustee’s acceptance and certification of trust. If you name a trustee in the governing state, we prepare the transmittal documents for that trustee, who supplies its own required forms.
- Funding documents. We prepare the schedule of assets, the assignment of personal property, and general assignment forms from information you provide. At your direction, we also prepare a deed for real property from a client-supplied legal description, and account retitling and beneficiary change letters for the institutions you identify.
- Settlor declarations. We prepare the settlor’s declaration of solvency, intent, and absence of pending claims in the form you adopt, based solely on your own statements.
- Supporting documents. At your direction, we prepare a pour-over will, an assignment of business or membership interests, and a certification of trust for presentation to banks and other institutions.
- Execution documents. We prepare the signature pages and notary acknowledgments, together with written signing and notarization instructions.
- Tax identification checklist. We provide a checklist for obtaining an EIN and a reminder to consult a tax professional about the trust’s income tax reporting. We do not prepare tax filings.
- Review and revisions. We make revisions you request to the draft before signing, within the number of review rounds included in your package.
ASSET PROTECTION - DOMESTIC ASSET PROTECTION TRUST
1950,00 US$Precio
