Acknowledgments
Foreword
Introduction
Simplification
“No Classroom Text Available”
Chapter 1
The Core Issue—Results
If Only He Cared . . .
Chapter 2
What is a Trust?
How Does a Trust Work?
General Summary of the Trust Basics
A Little Beyond Basic
Divided Title and The U.S. Constitution
Trusts: What they Are and What They Are Not
Chapter 3
Mentors, Money and Trustees
Windfalls
The Magical Mentor System
Chapter 4
Rethinking Ownership
It Belongs to Me, Right?
Why Ownership Can Be Bad
Why Use Is Better Than Ownership
Chapter 5
Trusts Down Through the Ages
Church vs. King
Massachusetts Trust
The Privy Seal and the Queen
Early American Trusts
Dark Side
Tribal Power
The Feudal System and the Common-Law Trust
The Ulterior Motive
Chapter 6
Wealth Retention: Tactics of the Rich
The Eternal Loop
The Business of Hoarding
Welfare: The Double Standard
Who are the Real Welfare Recipients?
Life in the Matrix
The Federal Reserve and the IRS
Of Banks and Suppliers
The Myth of Making It in the World
Establishing an End
Working 9 to 5
Power Groups
Chapter 7
The Application of Wills and Trusts
Will Deficiencies
What More Do I Need to Know About a Trust?
Chapter 8
Trusts—Not for Everyone
When Not To Get A Trust
Poverty
The Responsibility of Privacy
Doubters and Skeptics
The White Man's Disease
Tax Issues
Criminals
Spouses
Chapter 9
Parenting and Perpetual Wealth
Seeding the Future vs. Ceding the Future
Teenagers
Predictable Loveless Lives
In the Right Coin
Chapter 10
The Power of Distribution
Building an Army
Impoverished Relatives
The Anxious and Jealous
Chapter 11
What Can You Put into Trust?
First Criterion
Second Criterion
Third Criterion
Fourth Criterion
Fifth Criterion
Sixth Criterion
Seventh Criterion
Chapter 12
Types of Trusts
The Motive for a Trust: The Issue of Title
The Set Up and Administration
Testamentary Trust
Living Trust
Irrevocable Statutory Trust
Trust Capital Units
Charitable Trust
Educational Trust
Chapter 13
Trustee Differences
Grantor Trustee
Independent Trustee
Adverse Trustee
Definition of an Adverse Trustee
Dummy Trustee
Payment for Services Rendered
Custodian Issues in Probate Court
Chapter 14
On Trusting
The Why
The Who
Details Save the Future
The Grantor and the Trust Documents
Trustworthiness
Lack of Trust and Abuse of Power
Chapter 15
Trustees and the Law
Trustees and Beneficiaries
Can the Grantor be a Trustee?
Specific duties of a Trustee
Designing The Organization Structure
Functional and Reliable
Controlling Your Trustees
Trustee Replacement
Exchangers
Trustee Responsibilities and Powers Summarized
Chapter 16
Privacy
Direct Access by the State
The Right to Say “No”
J. Paul Getty
The Rockefeller Foundation
Handling Privacy And Challenges To It
Cayman Islands Lifts Veil of Bank Secrecy
Dead Giveaways
The Silver Spoon Curse
Chapter 17
Common-Law Trust
What Is a Common-Law Trust?
Additional Examples of the Power of Trusts
Business Trust Considerations
Summary
Other Trusts
Statutory and Common-Law Trust Differences
Why A Common-Law Trust? Personal Advantages
Chapter 18
Offshore and Foreign Trusts
The Difference
Internet Traps
Domestic Trusts: What Confusion?
Cayman Islands
Chapter 19
Religious Trusts
The Mysterious Corporation Sole
Chapter 20
What Trust is Right For You?
Rating the Trust Types
Set Up a Life Change—Why?
Set Up a Life Change—How?
Chapter 21
Resistance
Heirs: The Favored and the Flawed
Special Cases
Chapter 22
Protection and Support
Shelter from the Storm
Beneficiaries and the Battle of Betts
Chapter 23
Cash Flow
Making It!
Cash Flow In . . .
That Bright Idea!
Nurturing Beneficiaries
Chapter 24
Family Empowerment
Flexibility and Survival
Family Trials and Tribulations
Romance and Trust
Chapter 25
Anomalies, Black Holes and Dreams
Redistribution of Wealth—The Right Way
Muddled Messes
Disruptive Beneficiaries, Jealous Siblings
Ph.D. in Trust Talent Needed
Not So Rich
Cash Flow
Target
Old Age
The Mystery
The Journey Continues . . .
Glossary
Appendix A
Understanding Jurisdiction
The Apprentice and the Quakers
Appendix B
Statutory Trusts
Appendix C
Conspiracy, Fraud . . . and Treason
Remarks in Congress, 1934
Appendix D
Wheels Within Wheels
Collective Overview
Appendix E
Trust Choices
Appendix F
Reasonable Skill
Appendix G
Definition of United States
Appendix H
Metaphysics and Wealth
A Political and Religious History
Index
