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The Quantum Trust™ (QT) is a unique alternative to achieving both enhanced Asset Protection, as well Estate Planning in one Trust. Much like it’s big brother, The Bridge Trust®, the QT includes all of the Asset Protection Provisions of a full Asset Protection Trust, making it a Domestic Self-Settled Grantor Trust. The Grantors (Husband & Wife) settle a Trust for their own benefit which includes language (Spendthrift Provisions) that limits access to the assets in the event that a court or creditor attempt to reach the assets of the Grantors.

However, unlike the typical Estate Planning Trust, the QT, is irrevocable, which allows it to withstand U.S. court scrutiny. The QT may also address the estate planning needs with Dispositive Provisions in the Declaration of Distribution section. This allows for a smooth transition of trust assets to the heirs upon death.

What happens if there is a serious exposure? Often the mere existence of the QT is enough to dissuade litigation. However, if you are threatened with a serious lawsuit and potential judgment the trust may be triggered to an offshore jurisdiction. This is a tremendous benefit, and because the trust is already funded, and already irrevocable, triggering it after the threat materializes is okay! Once the QT is internationalized and becomes an International Asset Protection Trust it will benefit from the full protection of the offshore jurisdiction. Assets may move directly offshore to the Trust, and even equity in a home and other real estate may also be ‘stripped’ and moved to a foreign institution if necessary.

Due to the low initial investment and maintenance costs, the Quantum Trust™ is an ideal choice as a dual purpose Estate and Asset Protection planning vehicle, particularly when the risks to the estate are fairly limited.

Additionally, the QT may be used to convert to 2 other very useful Estate Planning and Asset Preservation tools:

  1. The Qualified Personal Residence Trust (QPRT)
  2. Fully Medicaid Qualified Trust

Given that healthcare costs are often the greatest threat to an estate and come on quickly, having a plan that allows for protection can be of immeasurable value.

The best way to determine if your assets are at risk and the legal options available to protect them, is to schedule an Asset Protection Analysis. We will provide a confidential review of your financial resources, including your risk level, asset classifications and personal objectives.

Taking control of your own financial, estate and asset protection planning is critical to your peace of mind. Let us help you gain that peace of mind. Please call 800.231.7112 to schedule your analysis.

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Pashmina Lalchandani

CEO & Co-Founder, Bar & Cocoa / Owner, Flow Simple
December 9, 2010, Douglass was a client of Pashmina’s

I’ve known Doug in many contexts, as a friend, as a client and as a business partner and he impresses me on all levels. He’s dependable, smart, generous and I wouldn’t hesitate recommending him and his law firm to anyone.
He’s the best and most ethical lawyers providing asset protection with rock solid strategies to give you peace of mind about your wealth. Straight forward, and straight talk. Doug is exactly the lawyer I want on my side. If I send someone to Doug, I know they’ll thank me for it!

Social & Solar Entrepreneur, Pan Afrikan Theorist, Translator/Interpreter,
Founder & Visionary Leader @ Afrikanpride.
March 12, 2011, Marlon E. D. J. worked with Douglass but at different companies

Doug is one of the most powerful thinker i have came across. During the short time that i have known Doug he has been a great source of inspiration. He has a simplistic yet effective and accurate way to analyze anything you bring to his attention, and then by asking you key questions he gets you to see the light at the end of the tunnel. Besides being extremely bright, he is a genuine and caring individual which is why I feel fortunate to know him. I can say without a doubt that he his the person you would want to talk to if you were in need of a person with his expertise.
Most of the lawyers out there will probably meet your needs, but if you are looking for someone to exceed your expectations and give you that wow factor, look no more he is the person for the job.

Patricia Salter

Associate Dentist at Smileology
December 1, 2010, Patricia was a client of Douglass’

I have been a client of Douglas Lodmell’s since 2001. My main concern was asset protection in this litigious society. I can sleep alot better at night knowing I have the instruments in place to protect the fruits of my labor, and that they will not end up in the hands of a slick trial attorney.

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