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The Legacy Income Trust Blueprint

What it is
A structured trust framework designed to:

protect assets from common personal and business risks,
centralize decision-making under clear rules,
and create a repeatable income plan for beneficiaries.

How it works (simple)

Design the Trust Rulebook (who controls what, when distributions happen, protections)
Create the Trust-Owned LLC (operating vehicle for accounts and strategies)
Set the Income Sleeves (reserve, diversified income, optional alternative sleeve)
Activate the Distribution Policy (monthly/quarterly support + reinvestment rules)
Annual Review (update trustees, beneficiaries, rules, and allocations as life changes)

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Optional Legacy Funding (Insurance Layer)

Want a future funding event for the family plan?
We can coordinate an insurance-based funding design where proceeds can flow into the trust framework—so the plan survives beyond the grantor.

Where The Integrity Plan Fits

The Integrity Plan as an Optional Income Sleeve
For clients who want an alternative approach to income planning, the Trust-Owned LLC can allocate a portion of capital to The Integrity Plan—subject to diversification rules and client suitability.

What We Do

Trust & Entity Services

Living Trusts (Revocable / Irrevocable)
Asset Protection Trust Planning
Trust-Owned LLC Structures
Family & Dynasty Planning (generational rules)
Insurance Trust Coordination (optional)
Special Needs, Charitable, Business & Land Trust Planning
Note: “All documents prepared can be in coordination with your qualified counsel; we provide planning, intake, and implementation support.”

Signature structure (simple + scalable)

A) Legacy Income Trust (core container)

Purpose: Protect assets + control distributions + create multigenerational continuity
Design (typical): Irrevocable, discretionary, spendthrift protections, trustee + protector roles
Key feature: The trust owns a Trust-Owned LLC

B) Trust-Owned LLC (the operating engine)

Holds bank/brokerage/platform accounts
Makes allocations into income or beneficiary sleeves
Creates “separation” between:
- the family,
- the trust rules,
- and the income strategies

C) Optional Insurance Layer (only if client wants it)

A insurance policy can be exchanged into the trust, and can be coordinated so insurance proceeds fund the sleeve of your choice.
This becomes the “future capital injection” for the family plan
You position it as optional—not required

There are many other blueprint options for setup based on you, your business, and or you family needs.

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Trusts are categorized based on their purpose, structure, and legal framework. Here’s a list of various types of trusts we can assist our clients to setup:

1. Living Trusts (Inter Vivos Trusts)

Revocable Living Trust: Allows the grantor to modify or revoke the trust during their lifetime.
Irrevocable Living Trust: Once established, it cannot be altered without the beneficiary’s consent.

2. Testamentary Trusts

Created through a will and activated after the grantor’s death.
Designed to protect assets from creditors, lawsuits, claims and probate.

3. Revocable vs. Irrevocable Trusts

Revocable Trusts: Can be changed or terminated during the grantor’s lifetime.
Irrevocable Trusts: Typically permanent and provide asset protection and tax benefits.

4. Asset Protection Trusts

Designed to protect assets from creditors, lawsuits, or claims.
Examples: Domestic Asset Protection Trusts (DAPTs), Offshore Trusts.

5. Charitable Trusts

Established to benefit a charitable organization or cause.
Charitable Remainder Trust: Provides income to beneficiaries first, with remaining assets going to charity.
Charitable Lead Trust: Provides income to a charity first, with remaining assets going to beneficiaries.

6. Special Needs Trusts

Created to provide for a beneficiary with disabilities without affecting their eligibility for government assistance.

7. Spendthrift Trusts

Restricts the beneficiary’s access to trust assets to protect them from creditors or poor financial management.

8. Grantor Trusts

A trust where the grantor retains control and is taxed on the income generated by trust assets.

9. Family Trusts

Established to hold and manage family assets, often for multiple generations.

10. Blind Trusts

A trust where the beneficiaries or grantor have no knowledge of the holdings, often used to avoid conflicts of interest.

11. Land Trusts

Holds real estate property for privacy and ease of management.

12. Insurance Trusts

Irrevocable Life Insurance Trust (ILIT): Holds life insurance policies to avoid estate taxes.

13. QTIP Trusts (Qualified Terminable Interest Property)

Provides income to a surviving spouse while preserving principal for other beneficiaries.

14. Dynasty Trusts

Designed to pass wealth down through generations without incurring estate taxes.

15. Totten Trusts

A bank account in trust for a beneficiary, often used for simplicity and convenience.

16. Foreign 98 Trusts

This option is used to establish trust outside the U.S. Jurisdiction, but allows for business and assets to be held and protected inside the U.S.
Additional tax, and subsidy benefits are enjoyed with filing a 1041.
We offer offshore registrar and foreign situs address services in Belize, which includes a real address that you can send and receive mail to and from.

Note: International trust planning (case-by-case) — requires enhanced tax/legal review and client suitability.

17. Pet Trusts

Ensures care for a pet after the owner’s death.

18. Pooled Trusts

Combines assets from multiple individuals, often used for special needs beneficiaries.

19. Educational Trusts

Established to fund a beneficiary’s educational expenses.

20. Business Trusts

Used for managing and operating businesses or investments.

Each trust type serves a specific purpose, so it’s crucial to choose the right one based on your individual goals and circumstances.

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