Step Five-Legal Constraints

Step Five - Overlay the Legal Constraints

 

After the Implementation Map has been created, the system will then overlay all state and federal laws, regulations, rulings and court cases to provide the legal boundaries within which the trust is to be implemented.

Home

The Risk of Trusts

The New View of Trusts

The New View System

  • Step One-Enter Info
  • Step Two-Design the Trust
  • Step Three-Registration Service
  • Step Four-Implementation Map
  • Step Five-Legal Constraints
  • Step Six-Ongoing Execution

    About Ms. Farley

    Media Room

    How to Reach Us

  • Over the next 50 years $45 trillion will be transferred to heirs and charities via estates - the largest wealth transfer in history.

    How much will be siphoned by trustees...lost to estate taxes...lost to administrative fees or lawyers fees...other fees?

    How well will these trusts be managed?

    What kinds of investments should be made with the money under management?

    Trust, Are You Kidding

    CLICK HERE for more info on the book