Wyoming Qualified Spendthrift Trust (QST) Guide
Wyoming Qualified Spendthrift Trust (QST)
America's strongest self-settled asset protection trust—combine maximum privacy, lawsuit insulation, and zero state income tax with Wyoming's qualified spendthrift trust framework.
Self-Settled Asset Protection: You can be both settlor and discretionary beneficiary—protected from personal creditors. Maximum Privacy: Trust administration in Wyoming; no public filing required. Flexible Control: Retain certain safe-harbor powers (veto distributions, 5% withdrawal right) while maintaining protection. Pairs with LLCs: Structure as Trust → WY Holding LLC → Asset LLCs for layered protection. International-Friendly: Clean execution options via U.S. consular notarization, local notary + apostille, or remote online notarization.
Wyoming asset protection trusts protect against future creditors, not existing claims. Typical look-back period: ~4 years from transfer for pre-existing creditors (or 1 year from discovery). Federal bankruptcy law imposes a 10-year clawback under §548(e) for transfers made with actual intent to hinder/delay/defraud. Exception creditors: child support, alimony, and pre-existing tort claimants may still reach trust assets. Only transfer assets if you are solvent and have no active/pending claims.
🎯 Is a Wyoming Asset Protection Trust Right for You?
âś… Good Fit
- High-income professionals (doctors, attorneys, consultants)
- Business owners concerned about future litigation
- Real estate investors with multiple properties
- Cryptocurrency/digital asset holders
- Pre-liquidity founders planning for wealth events
- Multi-generational estate planning needs
- International clients needing U.S. asset protection
- No active lawsuits or pending claims
❌ Not Suitable If
- Active/pending lawsuits or creditor claims
- Cannot satisfy solvency requirements
- Made recent transfers to defraud creditors
- Have outstanding child support/alimony obligations
- Planning bankruptcy filing soon
- Need immediate access without trustee discretion
- Want to avoid independent trustee requirement
- Seeking to hide assets from legitimate obligations
- What it means: Unlike traditional trusts, you can be BOTH the person who creates the trust (settlor/grantor) AND a discretionary beneficiary
- Spendthrift clause: Prevents creditors from reaching trust assets—they cannot attach beneficiary interests or force distributions
- Discretionary distributions: Independent trustee decides when/how much to distribute; no demand rights = stronger protection
- Wyoming advantage: Explicit statutory protection for single-settlor self-settled trusts (most states don't allow this)
- Qualified trustee requirement: Must use Wyoming resident individual OR Wyoming trust company/private family trust company
- Wyoming situs: Trust administered in Wyoming; records maintained in Wyoming; trustee decisions made in Wyoming
- Future vs. existing creditors: Trust protects against claims that arise AFTER the transfer; existing claims may still reach assets
- Wyoming statute look-back: Pre-existing creditor must file within ~4 years of transfer (or 1 year from discovery)
- Federal bankruptcy §548(e): 10-year clawback if transfer made with actual intent to hinder/delay/defraud creditors
- Fraudulent transfer risk: Transfer while insolvent, for less than fair value, or with intent to defraud = voidable
- Best practice: Transfer assets when financially stable, well before any claims arise
- Documentation matters: Qualified Transfer Affidavit (QTA) creates record of solvency, no fraud, proper disclosures
- Child support & alimony: Trust assets remain reachable for family support obligations—cannot shield from these
- Pre-existing tort claimants: If you injure someone before funding the trust, they may reach transferred assets
- Pre-existing contract creditors: Creditors with claims that existed before transfer may pierce protection (within look-back window)
- Criminal restitution: Court-ordered restitution in criminal cases may reach trust assets
- IRS/tax authorities: Federal and state tax liens generally survive asset protection trusts
- Why this matters: Trust is NOT a shield for all obligations—maintain adequate liability insurance for tort risk
- Veto power: You can veto any proposed distribution (including to yourself)—prevents forced distributions
- 5% withdrawal right: Annual right to withdraw up to 5% of trust value (subject to notice/timing and liquidity)
- Investment direction: Can serve as investment advisor within statutory safe harbors without losing protection
- Protector role: Can appoint a trust protector to oversee trustee, approve major decisions, remove/replace trustee
- What you CANNOT retain: Unrestricted distribution authority, ability to revoke, or power to remove trustee without independent replacement
- Grantor trust status: These powers allow trust to be "grantor trust" for tax—income taxed to you on Form 1040 (simpler than trust returns)
- Grantor trust (default/recommended): You pay tax on all trust income on your personal 1040; no separate trust tax return; simpler administration
- Why grantor trust works: Safe-harbor powers (veto, 5% withdrawal, investment direction) cause grantor trust status under IRC §671-679
- Non-grantor trust (complex): Trust files Form 1041 and pays tax at compressed trust rates (37% bracket starts at ~$15K income); requires tighter drafting
- State tax planning: Non-grantor may help if you're in high-tax state and trust is in no-tax state (WY); complex analysis required
- International considerations: Non-U.S. persons may need non-grantor structure to limit U.S. tax exposure—consult international tax CPA
- Default choice: Grantor trust for simplicity unless specific tax planning requires non-grantor
- No citizenship requirement: Foreign nationals can establish Wyoming qualified spendthrift trusts
- Common uses: U.S. real estate holdings, U.S. business interests, protection for global assets with U.S. presence
- Execution abroad: Three paths—U.S. consular notarization (simplest), local civil-law notary + apostille, or U.S. remote online notarization (RON)
- Tax analysis required: Non-U.S. persons face different U.S. tax rules—30% withholding on certain income, estate tax on U.S. situs assets
- Treaty benefits: If your country has U.S. tax treaty, may reduce withholding or modify estate tax exposure
- Qualified trustee: Still requires Wyoming trustee (you can serve as co-trustee if desired, but must have independent WY qualified trustee)
- Best practice: Work with both U.S. attorney (trust formation) and international tax advisor (cross-border tax planning)
Wyoming was one of the first states to enact self-settled asset protection trust legislation and has continuously strengthened its statutes. No state income tax means trust income is not taxed by Wyoming (only federal tax applies for grantor trusts). Complete privacy—trusts are not filed publicly; only the trustee, beneficiaries, and their advisors know the details. Favorable case law and business-friendly courts make Wyoming the jurisdiction of choice for sophisticated asset protection.
🔧 How Wyoming QST Works: Key Mechanics
- Settlor/Grantor (you): Person who creates and funds the trust; can also be a discretionary beneficiary
- Trustee (required to be Wyoming-qualified): Must be either: (a) individual Wyoming resident OR (b) Wyoming trust company/bank OR (c) Wyoming private family trust company (PFTC)
- Distribution Director (optional but recommended): Independent person who holds exclusive power over distributions; trustee acts as "excluded fiduciary" when following Director's written directions
- Beneficiaries: You (discretionary), plus other family members or individuals you designate; no demand rights—all distributions require trustee/Director approval
- Protector (optional): Person with power to oversee trustee, approve major decisions, remove/replace trustee with independent successor
- Investment Advisor (optional): You or third party can direct investments within statutory safe harbors without losing asset protection
- Fully discretionary: No beneficiary (including you) has right to demand distributions; all distributions require trustee/Director approval
- HEMS standard (optional): Can limit distributions to Health, Education, Maintenance, Support—provides guidance while preserving asset protection
- Broader discretion (typical): Trust allows distributions for "best interests" or "welfare"—gives trustee/Director maximum flexibility
- Distribution Director model: Independent Distribution Director makes all distribution decisions; trustee simply follows written directions as "excluded fiduciary"
- Why discretion matters: Creditors can only reach what you have right to demand; since you have NO demand right, they get nothing
- Practical access: In reality, if you maintain good relationship with trustee/Director, you can receive distributions as needed—protection is structural
- What "situs" means: Principal place of trust administration; where trustee decisions are made and records kept
- Wyoming requirement: Trust must be administered in Wyoming by Wyoming-qualified trustee to get statutory protection
- You don't need to live in Wyoming: Settlor (you) can live anywhere; beneficiaries can live anywhere; only trustee must be Wyoming-based
- Trust records in Wyoming: Trust agreement, amendments, distribution records, and key fiduciary documents maintained at Wyoming office
- Bank accounts: Can be in any state/country, but trustee typically prefers Wyoming or major banks familiar with WY trusts
- Real property: Trust can own real property located in any state (though may require foreign qualification or recording in that state)
- Irrevocable means permanent: Once you transfer assets, you cannot unilaterally revoke the trust or take assets back
- Why irrevocable is required: Revocable trusts offer NO asset protection—creditors can reach revocable trust assets
- Amendment authority: Trust can allow amendments by trustee + beneficiaries (or protector), but NOT unilateral amendment by settlor alone
- Duration: Wyoming allows perpetual trusts (up to 1,000 years); typical structure: lifetime of settlor + children + grandchildren + fixed term
- Practical flexibility: Can structure remainder interests, trigger distributions at certain ages, or include events that modify terms
- Decanting option: Wyoming allows trust "decanting"—trustee can distribute assets to new trust with different terms (within statutory limits)
- Cash & securities: Bank accounts, brokerage accounts, stocks, bonds, mutual funds, ETFs
- Business interests: LLC membership interests, corporate stock, partnership interests
- Real property: Residential/commercial real estate in any state (commonly held via LLC owned by trust)
- Intellectual property: Patents, trademarks, copyrights, royalty streams
- Digital assets: Cryptocurrency, NFTs, domain names, digital wallets (provide custody instructions)
- Personal property: Vehicles, artwork, collectibles, jewelry (document with appraisals/photos)
- Life insurance: Can hold life insurance policies (consider ILIT structure for estate tax planning)
- Retirement accounts: Generally NOT transferred to trust during lifetime (lose tax deferral); trust can be named beneficiary
Settlor (You) → Wyoming QST → Wyoming Holding LLC → Multiple Asset LLCs (each holding one property or business). This layered structure provides: (1) trust-level protection from personal creditors; (2) LLC-level liability shield for each property/business; (3) privacy at both trust and LLC levels; (4) clean management through trustee as LLC manager. I can help design and implement this entire structure.
đź“‹ Funding the Trust & Qualified Transfer Affidavit (QTA)
The trust agreement itself does NOT protect assets—only assets that are properly transferred to the trustee with a compliant Qualified Transfer Affidavit receive statutory protection. Incomplete funding = no protection. Every transfer must be accompanied by the affidavit documenting solvency, absence of fraud, and proper disclosures.
- Wyoming statutory requirement: Every transfer to the trust must be accompanied by sworn affidavit from you (settlor) attesting to specific facts
- Purpose: Creates contemporaneous record that transfer was legitimate, not fraudulent; strengthens defense against creditor challenges
- Key statements in QTA: (1) Full authority to transfer; (2) Transfer made while solvent; (3) No intent to hinder/delay/defraud creditors; (4) Disclosure of litigation/admin proceedings; (5) No outstanding child support/alimony; (6) Lawful source of assets
- Solvency definition: Fair market value of your assets exceeds your liabilities; you can pay debts as they come due
- Insurance representation (optional but recommended): Many trustees require representation that you maintain personal liability umbrella coverage (e.g., $1M or FMV of transfers)
- Notarization required: QTA must be notarized; acceptable methods include U.S. notary, U.S. consular officer, or foreign notary with apostille
- Cash: Wire transfer from your account to trustee's trust account; bank issues confirmation
- Brokerage accounts: Complete brokerage transfer forms retitling account to "[Trustee Name], Trustee of [Trust Name]"
- LLC membership interests: Execute Assignment of LLC Membership Interest; amend LLC operating agreement if needed; update member ledger/capital accounts
- Corporate stock: Execute stock power/assignment; issue new certificates in trustee name (or book-entry transfer); update stock ledger
- Real property: Execute and record deed conveying property to trustee (warranty deed or quitclaim); pay recording fees; update title insurance
- Vehicles: Complete state DMV transfer forms; some states allow trusts as registered owners, others require trustee as individual
- Cryptocurrency/digital assets: Transfer to trustee-controlled wallet; document seed phrases, access keys, custody instructions; memorandum of transfer
- Intellectual property: Execute assignment; record with USPTO (patents/trademarks) or Copyright Office (copyrights) if applicable
- Trust asset schedule: Maintain detailed list of all trust assets with dates of transfer, values, and supporting documentation
- Date-stamp everything: Transfer date is critical for look-back period calculations; keep signed, dated transfer documents
- Trustee receipts: Trustee should issue formal receipt acknowledging each asset transfer
- Appraisals for illiquid assets: Real estate, business interests, IP—get professional appraisals at time of transfer to establish FMV
- Annual statements: Trustee should provide annual accounting showing trust assets, income, distributions
- Separate bank accounts: Trust assets must be held in trustee's name, separate from your personal accounts—no commingling
- Why this matters: Clean records prove proper funding and defeat creditor arguments that trust is "alter ego" or sham
- Not a statutory requirement: Wyoming law does not mandate that you maintain insurance to qualify for asset protection
- Conservative practice: Many trustees require representation that you maintain personal liability umbrella insurance ($1M or FMV of qualified transfers)
- Why trustees want this: Shows good faith; demonstrates you're not "judgment-proof"; reduces risk of tort claimant challenges
- What to maintain: Personal umbrella liability policy covering you and family members; professional liability (E&O/malpractice) if applicable
- Property insurance: If trust holds real estate, maintain adequate property/casualty insurance in trustee's name
- My approach: I draft the insurance representation as optional/flexible—if you don't carry umbrella, I can adjust the language or remove it
- Fund when financially stable: Best time to transfer assets is when you are clearly solvent, no claims pending, and no known risks on horizon
- Avoid "eve of litigation" transfers: Transferring assets after receiving demand letter or lawsuit filing = strong evidence of fraudulent intent
- Staggered transfers: Can transfer assets over time (each with separate QTA); earlier transfers have stronger protection due to longer look-back
- Future assets: Trust can be structured to receive future transfers as you acquire new assets; execute new QTA for each addition
- Annual funding strategy: Some clients transfer fixed percentage of income/assets annually to build protected nest egg over time
- Life events: Major events (business sale, liquidity event, inheritance) are natural times to fund trust—while clearly solvent and before new risks arise
My Funding & QTA Packet service includes: (1) Tailored Qualified Transfer Affidavit with all required statements; (2) Asset schedules and transfer checklists; (3) Assignment templates for LLC interests, corporate stock, IP, crypto, and real property; (4) Trustee receipt forms; (5) Complete funding checklist with timeline. Everything you need to properly transfer assets and establish protection. Starting at $360-$720 depending on asset complexity.
🌍 International Execution & Notarization Options
If you're located outside the U.S. when signing the trust agreement or Qualified Transfer Affidavit, you have three clean execution options that are all legally valid and accepted by Wyoming trustees, banks, and recorders. The key is choosing the right path for your location and timeline.
- What it is: Execute documents before a U.S. consular officer at U.S. Embassy or Consulate in your country
- Why it's simple: Creates U.S. notarial act—no apostille or additional authentication needed
- How it works: Make appointment with U.S. Embassy/Consulate consular section; bring valid ID and unsigned documents; consular officer administers oath and notarizes
- Cost: Typically $50 per notarial act (may vary by location); payable at embassy
- Timeline: Appointment availability varies—can be same-week or 2-3 weeks depending on location and demand
- Best for: U.S. citizens/residents temporarily abroad; locations with active U.S. consular presence
- Acknowledgment block: Standard U.S. format; where it says "State/County of ___," fill in foreign city/country if desired (consular officers accept this)
- What it is: Execute before a local civil-law notary in your country, then obtain apostille certificate authenticating the notarization
- Who can use it: Available in Hague Convention countries (100+ countries including all EU, UK, Australia, Mexico, Japan, many others)
- How it works: (1) Sign before local notary public (notario); (2) Notary issues notarial certificate; (3) Submit to Competent Authority (usually Ministry of Justice or designated office) for apostille; (4) Apostille stamp/certificate attached to document
- Cost: Notary fee + apostille fee (varies by country; typically $50-200 total)
- Timeline: 1-3 weeks depending on country (Spain: ~1-2 weeks; some countries same-day apostille available)
- Where to get apostille: In Spain: Colegio Notarial; UK: Foreign, Commonwealth & Development Office; check your country's Ministry of Foreign Affairs
- Acknowledgment block adjustment: Where it says "State/County of ___," fill in Province/City and Country (e.g., "Community of Madrid, Spain")
- Best for: Locations without convenient U.S. consular access; faster in some countries than embassy appointment
- What it is: Sign documents via video call with U.S.-commissioned notary using approved RON platform
- How it works: (1) Schedule session with RON provider; (2) Join video call; (3) Verify identity via credential analysis + biometric match; (4) Sign electronically; (5) Notary applies electronic seal; (6) Download notarized PDF
- Legal validity: Recognized by all 50 U.S. states under RULONA (Revised Uniform Law on Notarial Acts) and federal SECURE Notarization Act
- Provider examples: Notarize.com, Proof.com, DocVerify—major RON platforms accepted widely
- Cost: $25-75 per notarial act depending on provider
- Timeline: Can be same-day or within hours—fastest option
- Trustee/recorder acceptance: Most Wyoming trustees and recorders accept RON; confirm in advance if your trustee has specific policy
- Best for: Urgent timeline; locations with reliable internet but no convenient notary access; fully remote transactions
- Limitation: Some jurisdictions still prefer "wet ink" signatures for real estate recordings—check if recording land in particular county
- Standard U.S. format: "State of ___ / County of ___" followed by notary jurat
- International adaptation: Modify to "State/Province of ___ / Country of ___" when signing abroad
- What to fill in: Place where notarization actually occurs (e.g., "Community of Madrid, Spain" or "New South Wales, Australia")
- Notary completes the rest: Leave the notary section itself (jurat language, notary signature, seal, commission expiration) to the notary—don't fill this in yourself
- Multiple signature pages: If trust has separate signature pages for settlor, trustee, distribution director—each can be notarized in different locations as needed
- My documents are flexible: I draft acknowledgment blocks that work for U.S. and international execution; includes notes for signers on how to complete
My International Execution Package includes: (1) Choice of consular notarization playbook, local notary + apostille instructions (jurisdiction-specific), or U.S. RON coordination; (2) Redlined acknowledgment blocks so recorders/banks accept them; (3) Country-specific guidance for your location; (4) Coordination with your notary/embassy appointment. Starting at $240-$480 depending on complexity. I've successfully guided clients through execution in Spain, UK, Germany, Australia, UAE, and many other jurisdictions.
🔍 Wyoming Asset Protection Trust vs. Wyoming LLC
These are complementary tools, not competing options. Most sophisticated structures use both: Trust protects you from personal creditors; LLC shields trust from business/property liabilities. Typical structure: Trust owns Wyoming Holding LLC, which owns Asset LLCs (each holding one property or business).
| Feature | Wyoming QST Trust | Wyoming LLC |
|---|---|---|
| Primary Purpose | Protect against personal creditors attacking you | Protect against liability arising from LLC business/assets |
| Shield Direction | Inside-out (creditor can't reach trust assets to satisfy claim against you) | Outside-in (creditor can't reach LLC assets to satisfy claim against member) |
| Self-Settled? | Yes (you can be beneficiary) | N/A (you can be member/manager) |
| Public Filing? | No (completely private) | Yes (Articles filed with WY Sec of State; member names private) |
| Control | Trustee discretion (you can retain limited powers) | Member/manager control (you can be sole manager) |
| Charging Order Protection | N/A (trust doesn't have "charging order" concept) | Yes (strongest in U.S., including single-member) |
| Look-Back Period | ~4 years state; 10 years bankruptcy §548(e) | No look-back (protection is immediate upon formation) |
| Estate Planning | Excellent (multi-generational; bypass probate; control from grave) | Limited (must transfer LLC interests in estate plan) |
| Tax Treatment | Grantor trust (on your 1040) or non-grantor (Form 1041) | Pass-through (Schedule C/K-1) or elect S-Corp/C-Corp |
| Annual Cost | Trustee fees (varies; $500-5,000+/year) + no WY tax | $62/year WY annual report + registered agent |
| Best For | Personal creditor protection; estate planning; holding diverse assets | Operating businesses; rental properties; liability-prone activities |
- Layer 1: Wyoming QST (you as settlor/beneficiary): Protects against your personal creditors—malpractice, car accident, business dispute
- Layer 2: Wyoming Holding LLC (owned 100% by trust): Trust is sole member; trustee is manager; provides privacy and centralized control
- Layer 3: Multiple Asset LLCs (each owned by Holding LLC): Each rental property, business, or asset class in separate LLC; isolates liability
- How it protects: Creditor of Property A LLC cannot reach Property B LLC or the trust; your personal creditor cannot reach trust assets; trust creditor (if any) faces charging order at Holding LLC level
- Management: Trustee as manager of Holding LLC makes major decisions; you can serve as investment advisor or property manager under trustee oversight
- Cost efficiency: Single trustee relationship; one QST; multiple low-cost LLCs ($62/year each)
- Estate planning: On your death, trust continues for beneficiaries with same structure intact—no probate, no disruption
- Client profile: Owns 5 rental properties in California; concerned about tenant lawsuits and personal liability
- Structure: Wyoming QST → WY Holding LLC → 5 California LLCs (each foreign-qualified in CA, each owning one property)
- Liability isolation: Tenant of Property 1 slips and falls—lawsuit against Property 1 LLC cannot reach other properties or trust assets
- Personal creditor protection: Client gets in car accident—personal creditor cannot reach trust assets (including all rental properties)
- Privacy: Property deeds show "123 Main LLC" not client's personal name; trust ownership not public; hard for tenants to find client's other assets
- Cost: 1 WY QST formation + 1 WY Holding LLC + 5 CA LLCs (foreign qualified) + trustee fees = comprehensive protection for ~$3K/year ongoing
- My service: I can form the entire structure—trust, holding LLC, and coordinate CA LLC filings—and provide all operating agreements, assignments, and documentation
- Client profile: Holds $2M in Bitcoin, Ethereum, and other digital assets; wants asset protection + estate planning
- Structure: Wyoming QST → WY Holding LLC (crypto-designated) → digital wallets/exchange accounts titled to LLC
- Asset protection: Personal creditor cannot reach trust assets (crypto holdings); charging order protection at LLC level if creditor attempts to reach LLC interest
- Privacy: Crypto held in LLC name, not personal name; trust not publicly disclosed; extra layer of privacy for high-value holdings
- Estate planning: On death, trust continues; trustee has custody of seed phrases/keys per detailed memorandum; beneficiaries receive distributions over time per trust terms
- Tax: Grantor trust = all crypto gains/income on your 1040 (no separate trust return); simple and clean
- Custody: Detailed memorandum documents wallet addresses, seed phrases (encrypted), exchange accounts, 2FA, custody instructions—trustee can access if needed
My LLC Layering Bundle service pairs Wyoming QST with Wyoming LLC structures tailored to your assets. Starting at $400 per LLC + trust formation. I handle all formation documents, operating agreements, assignments, manager appointments, and coordination. You get complete layered protection with clean documentation. Link to my Wyoming LLC guide for LLC details and pricing.
⚖️ Wyoming Asset Protection Trust Services
Attorney-drafted trust with personalized guidance. Transparent hourly rate: $240/hour.
Trust formation is billed hourly at $240/hour. The packages below show estimated hours for typical scenarios—"from" prices indicate starting point. Most trusts land within the estimated range. Additional hours beyond estimate are billed at the same $240/hour rate. I provide detailed time records and keep you informed if scope expands.
Complete Wyoming Qualified Spendthrift Trust tailored to your situation. Covers up to 3 attorney hours.
- Wyoming QST declaration of trust
- Spendthrift & discretionary provisions
- Wyoming situs clause
- Trustee powers & duties
- Distribution standards
- Tax posture (grantor trust default)
- Ancillary certificate of trust
Core drafting + complete funding package with QTA and assignment templates. Most popular option.
- Everything in Core Drafting
- Qualified Transfer Affidavit (tailored)
- Asset schedules & transfer checklist
- LLC interest assignment templates
- Corporate stock assignment templates
- Real property joinder/deed review
- Crypto wallet transfer memorandum
- Trustee receipt forms
- Funding coordination call
Complete trust + funding + international execution support + ongoing guidance. For complex situations.
- Everything in Standard Package
- International execution package (consular/apostille/RON)
- Trustee onboarding & coordination
- Multi-beneficiary planning
- Complex asset structures
- Distribution Director setup
- Trust protector provisions
- 1-hour strategy consultation
- First-year email/phone support
Add-On Services (Ă€ La Carte)
Choose your execution path:
- U.S. Consular notarization playbook: Embassy/consulate appointment guidance, document preparation, follow-up coordination
- Local notary + apostille instructions: Jurisdiction-specific steps for notarization and apostille in your country (Spain, UK, Germany, etc.)
- U.S. Remote Online Notarization (RON): Coordination with RON provider; platform setup; identity verification guidance
Includes: Redlined acknowledgment blocks for international acceptance; country-specific checklists; coordination with your notary/embassy.
- Liaise with Wyoming individual trustee or corporate/private family trust company
- Trustee acceptance documentation
- Initial trustee resolutions & minutes
- Trust account setup coordination
- Ongoing trustee communication protocol
Note: Third-party trustee fees (annual administration) are paid by you directly to trustee; my fee covers legal coordination only.
Pair your trust with Wyoming LLC structure:
- Wyoming Holding LLC (owned by trust)
- Asset LLCs for real estate, businesses, or asset classes
- Operating agreements tailored to trust ownership
- Manager appointment (trustee as manager)
- Assignment of LLC interests to trust
- Bank account letters & documentation
Pricing: $400-600 per LLC depending on complexity. See Wyoming LLC guide for details.
Schedule a call to discuss:
- Whether Wyoming QST is right for your situation
- Trust vs LLC vs combined structure
- Asset protection strategies tailored to your risk profile
- Tax implications (grantor vs non-grantor)
- Trustee selection & coordination
- International execution logistics
Format: Phone or Zoom. Book via Calendly or email owner@terms.law.
- Distribution requests & trustee coordination
- Trust amendments (change beneficiaries, modify terms)
- Successor trustee transition
- Funding of additional assets (new QTA)
- Annual trust review & compliance check
- Beneficiary communications
Billed in 15-minute increments; detailed time records provided.
I track time in 15-minute increments and provide detailed records. If your trust requires more hours than estimated (e.g., complex multi-beneficiary provisions, international tax analysis, unusual assets), I'll inform you before exceeding the estimate. Most clients find their final invoice is within or below the estimated range. No hidden fees, no upsells, no pressure.
Wyoming Asset Protection Trust Intake
Complete this form to get started with your Wyoming QST formation. I'll review your information and contact you within 24 hours.
After submitting this form: (1) I'll review your information within 24 hours. (2) You'll receive a detailed quote and timeline. (3) Once engaged, I begin drafting immediately. (4) You'll receive draft documents for review within timeline specified. Questions? Email owner@terms.law or book a consultation first.
Get in Touch
Ready to establish your Wyoming Asset Protection Trust? Let's discuss your asset protection needs.
Attorney
Sergei Tokmakov, Esq.
Schedule a Consultation
Book a 30-minute video call to discuss your Wyoming asset protection trust needs
Feel free to reach out via email at owner@terms.law or use the intake form in the "Get Started" tab. I respond to all inquiries within 24 hours during business days.