IStewardship & Control
- 1.Board of Sacred Stewards as Trust Protector — with Broad Situs, Amendment, Veto Powers
- 2.Irrevocable assignment language — added protection against creditors and unwinding attacks
- 3.Rules against perpetuities clause — minimum of 1,000 years, supported and protected by Wyoming situs
- 4.Governing law is private law of the Trust, not statutory law
- 5.Settlors' intent specifically lists perpetuity, private law, generational preservation, maximum-privacy, and broad and faith-based "Trust Purpose" as reason for creation of Trust, that qualifies for unincorporated, tax-free status and secures added constitutional protection under Freedom of Religion and private agreement.
- 6.Pure-family controlled and directed trust structure
IIProtection & Permanence
- 7.100% discretionary distributions. No beneficiary has a right to "demand a dollar." Trustee may spray or accumulate among a class of beneficiaries, not specific individuals, protecting beneficiaries from creditors, courts, and ex-spouses who may seek to attach to a schedule payout.
- 8.Mandatory automatic sweep of all newly acquired or received revenue, money, and assets into the private layer
- 9.Mandatory Special Deposit bank account setup ensures Trust remains "Account Owner," never "Account Holder."
- 10.Allocation of fiduciary duties and powers distributed among four separate family offices: Ministerial, Investment, Distribution, and Board of Sacred Stewards
- 11.Not outside trustee requirement
- 12.Dynasty Architecture includes an unregulated Private Family Trust Company as "qualified Wyoming Trustee" and perpetual Ministerial Trustee to manage the public affairs. Public facing Trustee never changes or fails for want of Trustee.
- 13.Durable family succession of fiduciary offices plan with provisions for contingent temporary outside successor trustee if no adult beneficiaries are capable