Trusts Demystified - Part II: Dissecting the trust agreement, clause by clause ($)

1.1In this second part, we share the link to a fully annotated, editable and downloadable 64-page trust agreement for a Wyoming irrevocable, qualified spendthrift grantor trust (all these terms are explained!).

1.2The link is unique: by simply leaving your email, a new copy of the annotated agreement is automatically created and your comments and edits cannot be seen by other users.

1.3Get over US$5,000 for only US$50!

The idea of us sharing this on an open source basis - subject to a US$50 monthly subscription to The Otonomist - is to prompt you to think about all aspects of your trust setup and get a better sense of the governance of a trust in which you would be settlor, beneficiary and trustee all in one.

The template trust agreement is worth well over US$ 5,000 if procured independently from independent trust counsel, before you even had a first call!

Otonomos can help in guiding you through all the variables for your trust, most of which are not legal in nature.  Once frozen, only then do we instruct Wyoming trust counsel to reflect your preferences in the trust agreement, saving you significant money!  

In Part III, we will be discussing in more detail each of the components of an operational trust stack using the above agreement, looking at specific use cases with relevance to Web3.