Trust Services

The Real Need For A Trust

While any firm can draft trust documents, we bring a different method.

Our founder served as a trustee for over a decade on very large trusts. During this time a lot of the mistakes that others made in drafting loose trust documents. He brought these experiences to a new type of trust called the Bloodline Trust.

In addition to the Bloodline Trust, our firm has experienced hundreds of trusts that were drafted without being funded. Typically, trusts are drafted and a letter accompanies the trust to instruct the clients how to fund their trusts. However, our experience has shown that 9 out of 10 trusts are not fully funded or incorrectly funded.

Mistakes Experienced

IRAs naming spouses and children as beneficiaries
Annuities naming spouses and children as beneficiaries
Life Insurance naming spouses and children as beneficiaries
Personal home not correctly titled
Using a land trust with the wrong language for a rental property
Using a residential land trust with the wrong language
Not having a trust protector with two backups in a family trust
Not using a stand alone trust for IRAs or retirement plans
Allowing a direct distribution to children or grandchildren undermining asset protection and allowing total loss of inheritance due to divorce, death, disability or lawsuit.
Not adding TODs or PODS on small bank or brokerage accounts
Not adding cyber or data transference to allow backups to access online accounts
Not having a Final Wishes Summary updated each year
Not modifying your LLC or Business Entities to have the shares or membership interests transferred to the trust

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