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Trusts Success Stories: Real World Examples

There are three major benefits to a Family Protection Trust™: (1) protection of inherited assets if a child gets a divorce, (2) protection for inherited assets if the child is sued, and (3) protection from estate taxes at the time of a child’s death.

Two recent, real life examples illustrate how appropriate this trust can be.

Mrs. D and her daughter, Andrea: – protection from divorce: Mrs. D is 87 years of age with failing health. Her estate is valued at $900,000 and she has one daughter, Andrea. Andrea is in her second marriage. That marriage is not going well. Mrs. D is very concerned that her daughter, a warm, trusting, ingenuous individual, will again be divorced. Mrs. D worries deeply about Andrea’s future and security.

Before meeting with us, Mrs. D’s trust simply provided for the distribution of her estate to her daughter. With our assistance, Andrea’s inheritance will instead go into an irrevocable Family Protection Trust©

If Andrea is divorced after her mother’s death – and after Mrs. D’s estate goes into the FPT for Andrea’s benefit – 100% of the assets are safe and secure for Andrea’s well being.

Mr. T and his son, John: John is 44 years of age, well educated, single, gregarious, and a serial entrepreneur. He has made large amounts of money and lost large amounts of money. Mr. T will leave half of his $1 million estate to John, but is deeply worried that John, who has been sued twice by disgruntled partners, will again be sued and lose his inheritance.

Mr. T is placing John’s share of the inheritance in a Family Protection Trust©. Mr. T is visibly relieved and gratified to have found an approach that will let him irrevocably protect inherited assets from litigation and for his son.

**Remember, half of marriages end in divorce, and litigation in California is rampant. The FPT enables you to give your children the gift of financial security. It protects them from two visible and worrisome threats: divorce and litigation. We understand that you have questions about how the FPT would be structured and how it would operate.