Gift Protection Plan

We flip the script on wealth protection by securing your assets and future income long before the prenup conversation even arises.

5-Year Prepaid

Gift for an Individual

$3,075

Due Now

What’s Included:

10-Year Prepaid

Gift for an Individual

$5,300

Due Now

What’s Included:

Family Plan

5 Year Prepaid

$2,975

Due Now Per Person

What’s Included:

Annual maintenance includes Trust Protector services, annual reports, and trust deed amendments (acceptance is optional) to address emerging case law, legal precedents, statutes, and general legal threats.

Initial trust assets are limited to attachment rights pursuant to  Sovereign Wealth Trust deed. Upon request, Settlor may elect to have trust receive and administer assets of monetary value.

Where such assets are received by the trust, industry-standard trust administration fees will apply.

Every Plan Also Includes:

1

Bespoke Trust Deed

2

Unregistered Lien Agreement (Asset Protection)

3

Income Sharing Agreement (Income Protection)

4

Intellectual Property Protection Agreement

5

The Bloodline Alliance Pact & Covenant

6

White Glove Trustee Services

7

Trust Deed Amendments (Neutralize Emerging Threats)

8

Settlor-Designated Beneficiaries and Classes