Trusts Mastery
Every type of trust — each its own interactive module, plus a section on how they combine into a full estate plan. An interactive companion to The Law of Trusts.
Hold, protect, and pass wealth — by design, not by default
A trust separates who holds legal title (the trustee) from who benefits (the beneficiary), and that separation is the source of every advantage trusts offer.
The Companion Book
THE LAW OF TRUSTS, MADE PLAIN
by AKASHIC INTELLIGENCE — one chapter per trust, mirroring each module, plus a final chapter on combination stacking.
The trust relationship: settlor transfers to a trustee, who manages for the beneficiary.
Stack trusts to remove one risk per layer — see the Stacking module.
Legal Doctrine — 13 Chapters from The Law of Trusts
Beyond trust types, master the legal rules that govern ALL trusts — capacity, creation, creditor access, modification, fiduciary duties, and powers of appointment. Each chapter includes real case holdings, practice problems, and key principles.
Capacity & Validity
Testamentary capacity, insane delusion, undue influence, fraud, duress
Creating a Private Trust
Intent, trust property (res), ascertainable beneficiaries
Categories of Trusts
Inter vivos, testamentary, Totten, resulting, constructive, honorary, secret
Discretionary & Support Trusts
Mandatory, discretionary, support — creditor access rules
Spendthrift & Creditors
Spendthrift clauses, creditor exceptions, tort vs. duty
Modification & Termination
Claflin doctrine, deviation, trustee removal, merger
Charitable Trusts
Charitable purposes, cy pres, enforcement standing
Trust Property & Prudence
Collect, earmark, comingle, delegate, prudent investor
Duty of Loyalty
Self-dealing, conflicts, trust pursuit, BFP exceptions
Duty of Impartiality
Income vs. remainder, productive property, balanced investing
Duty to Account & Inform
Non-waivable accounting, duty to inform, trustee liability
Powers of Appointment
General vs. special, specific reference, release, exercise
Trust Law Mastery Certification Course
13 modules, 130 quiz questions, 3 games, verifiable certificate — $99 (30-day access)
All 32 Trust Types
Revocable Living Trust
The foundation — control now, probate-free transfer later
Irrevocable Trust
Lock the gift — give up control to gain protection and tax transfer
Testamentary Trust
Born from a will — created at death, not before
Pour-Over Trust
The safety net — a will that funnels everything into your living trust
Totten Trust
The simplest trust — a bank account in trust for another
Spendthrift Trust
Keep the beneficiary's creditors away from the trust funds
Discretionary Trust
The trustee decides — the beneficiary has no enforceable right to any set amount
Special Needs Trust
Provide for a disabled loved one without losing government benefits
Irrevocable Life Insurance Trust
Own the policy outside the estate — the death benefit passes tax-free and protected
Charitable Remainder Trust (CRT)
Income now, legacy later — sell an asset tax-deferred and benefit a charity
Charitable Lead Trust (CLT)
Charity first, heirs second — the mirror of the CRT
Bypass / Credit Shelter (A-B) Trust
Use both spouses' estate-tax exemptions — shelter the first death's assets
QTIP Trust
Provide for your spouse — keep the remainder for your heirs
Generation-Skipping (GST) Trust
Skip a generation, skip a layer of estate tax
Dynasty Trust
Perpetual, multi-generational wealth sheltered from estate tax at every generation
Grantor Retained Annuity Trust (GRAT)
Transfer appreciation to heirs at little or no gift tax — a bet on outperformance
Qualified Personal Residence Trust (QPRT)
Keep living in your home, transfer it to heirs at a reduced gift value
Intentionally Defective Grantor Trust (IDGT)
The 'defect' you want — you pay the income tax so the trust grows tax-free for heirs
Land Trust
Own real estate privately — your name stays off the public record
Asset Protection Trust
Shield assets from future creditors — domestic or offshore
Voting Trust
Consolidate voting control of a company over time
Blind Trust
Avoid conflicts of interest — let a trustee manage without your knowledge
Standby / Disability Trust
Spring into life if you lose capacity — managed without a court
Pet Trust
Fund your animal's care for life — enforceable, not just a wish
Education Trust
Fund a child's education with conditions and protection
Purpose / Environmental Trust
A trust for a purpose, not a person — conservation in perpetuity
Constructive Trust
Court-imposed — to undo unjust enrichment when no trust was intended
Resulting Trust
Property returns to the settlor when an express trust fails or leaves a surplus
Unitrust (Payout Trust)
Fixed percentage payouts — income and principal rise and fall together
Pure Charitable Trust
Gift to charity outright — perpetual purpose, no private remainder
Support Trust
Mandatory support — the trustee must provide for the beneficiary's needs
Business Trust
Run an enterprise through trustees for the beneficiaries' benefit
Combination & Stacking
See how trusts combine into a full estate plan
Educational only — not legal or financial advice. Trust law varies by state and individual circumstance. Always consult a qualified estate-planning attorney and tax professional before creating a trust or making estate decisions.