Creating a Dynasty Legacy Trust is a powerful way to preserve wealth across generations while protecting assets from taxes, creditors, and probate. Here’s a clear action plan to structure and implement your trust, including the ownership of properties, LLCs, stocks, and crypto.
🔑 Phase 1: Define Your Legacy and Goals
✅ Step 1: Clarify Purpose and Goals
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Wealth Preservation: Avoid estate taxes, protect from lawsuits/divorce.
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Multi-Generational Impact: Set rules for distributions and wealth management.
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Privacy: Keep ownership of assets out of public view.
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Philanthropy (optional): Include charitable giving strategies.