Got More Trust Questions? We’re here to answer them! In today’s post we’ll be covering some Bulletproof Trust FAQ
Give yourself a pat on the back for sticking with us through the Bulletproof Trust Crash Course. We’ve got even more tips and proof to share with you!
Here are the questions we’ll be answering in today’s email:
Is it prudent or necessary to include the entities (Trustees,
Beneficiaries, Protector, DBA businesses) in the Trust documentation?
Yes
Then can there just be Trust Minutes covering these declarations and
appointments separate from the Trust Document?
Yes
Is any change of these appointments handled the same way?
Yes – fill in the blanks for our paperwork.
Does the beneficiary ever need to be divulged to anyone in reference to any potential legal or lawful action(s)?
No
Is there any need for a “Protector” over the Trust(s) to manage the
Trustee’s removal or new appointments?
It helps, but it’s not necessary.
In a Trust Bank Account, is it customarily required by the bank to
state any beneficiaries or successor trustees regarding that account?
Yes
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