SPENDTHRIFT/PRESERVATION TRUSTS
This trust provides taxable or tax-free payments plus liquidity and flexibility. It provides
recipients of litigation settlements that have important life sustaining financial needs, and
can do so at reduced costs from bank trusts.
The trust provides safe, high quality and cost efficient trust administration services for as
little as $30,000. As a trust company, they are held to high standard by rigorous
regulations that do not necessarily apply to stockbrokers, financial planners and
investment advisors. As mandated by government and banking regulations, trust assets
held in individual custodial accounts are entirely segregated from the assets of the trust,
and cannot be pledged or loaned for any purpose whatsoever. The trust is restricted to
investing in only the highest investment grade income producing vehicles.
Scheduled periodic payments can be distributed on a monthly basis and in lump sums
with the flexibility is there to wake changes if necessary.
Additional Features:
- Can take advantage of interest rate increases
- Can be used in conjunction with a structured settlement annuity
- Does not require any involvement from defendant/insurer
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