Trust Formation

Trust Formation

Please provide the necessary information for the Trust Deed
Trust Name (please list 3 options)*
Purpose of the Trust*

Asset protectionEstate planningWealth preservation
Governing Law*

NevisBVIBahamas
Settlor Name*

First NameLast Name
Settlor's Intentions
Special Provisions: Any unique provisions, such as spendthrift clauses, creditor protection measures, or charitable giving directives, outright gifts, income distributions, discretionary distributions?
Trustee Information
Proposed Trustee

First NameLast Name
Protector Information (for Nevis only)
“Protector” means the Original Protector and any successor protector for the time being of this Trust, who has the power to direct, consent to or disapprove the Trustee’s actual or proposed investment decisions, distribution decisions or other decisions in matters relating to the Trust and in respect of which the Trustee has discretion.

The Protector, at any time and from time to time, shall have the power and authority to:

a) consent to or approve any distributions made by the Trustee from the Trust Fund; and

b) remove a trustee and appoint a new trustee.
Proposed Protector

First NameLast Name
Beneficiary Information
"Beneficiaries" are the individuals that the shares are to be transferred to upon the death of the Settlor.
Beneficiaries*
Other Entitlement %
Should be Empty:

Settlor's Intentions