Asset Protection image
DOMESTIC ASSET PROTECTION TRUSTS | Trust Diagrams | Create Trust Worksheets
INDIVIDUAL DOMESTIC ASSET PROTECTION TRUST PROVIDING THAT TRUST ASSETS DISTRIBUTE OUTRIGHT AFTER YOUR DEATH

NOTE: Some trust creators know exactly what they want in regard to these worksheet questions. More frequently, however, they are unsure as to a particular option. In that case just write "Discuss" or "Advise" in the box.

1. Full Name

2. Full Name of Spouse

3. Full Names and Ages of Children

4. Your Street Address

5. County, State

6. Your Email Address

7. STATE JURISDICTION: The DAPT will be created under the law of:

Nevada recommended..

8. TRUSTEE: Who is to be the Trustee of the trust?

9. PROTECTOR: Who is to be the Protector of the trust?

10. CASH GIFTS: At your death, what cash gifts do you wish your trustee to make and to whom (address)?

EXAMPLES:

  • I wish the trustee to distribute the sum of $10,000 to my sister, xxxx.
  • Distribute $5,000 to my friend, xxxx.
  • Distribute $25,000 to the American Red Cross, xxxx chapter, located in xxxx.
  • I don't want to make any specific cash gifts.


11. REMAINDER DISPOSITION: How do you wish your trustee to distribute the remainder of the trust estate?

EXAMPLES:

  • Distribute the remainder of the trust to my spouse, xxxx, or if xxxx does not survive me then to my children, xxxx.
  • Distribute the remainder of my trust to my daughter, xxxx.
  • Distribute the remainder of my trust to my surviving children, in equal shares.
  • Distribute the remainder of my trust one share each to each child who survives me and one share to be further divided among the children of any predeceased child of mine.
  • Distribute 2/3 of the trust to my spouse and 1/3 to my son, xxxx.
  • Distribute 2/3 to my children who survive me and 1/3 to the American Red Cross, xxxx chapter, located in xxxx.