Family Office OSThe Dynasty Trust Masterclass
Pass wealth down for generations — the right way.
$397 — or included in the Complete OS at $497.
Who it's for
For families who have built something worth passing down — and don't want it taxed, claimed, or spent away in one generation. If your current plan is a will or a revocable trust and nothing beyond it, this masterclass shows you what the next layer actually is, in plain English, before you pay anyone to build it.
What's inside
Master Vault Guide to dynasty trusts — the complete guide: what a dynasty trust is, how it differs from a revocable living trust, how long it can last, and what it can and cannot do under current law.
IDGT Explainer (plain English) — how Intentionally Defective Grantor Trusts are used to shift growth out of an estate, explained without the jargon — so you understand the mechanism before an attorney proposes it.
Trustee Responsibilities Cheat Sheet — what a trustee actually has to do, year after year: duties, records, distributions, and the mistakes that create liability.
How it works
Pay once. Download instantly — your files appear on the success screen immediately after payment, and a copy is emailed to you. Read the Master Vault Guide first, then the IDGT Explainer, then bring the cheat sheet and your questions to your estate attorney. Dynasty trusts are irrevocable and state-specific — your attorney drafts and finalizes yours.
How do I receive my files?
Instantly on the success screen after payment, plus a copy by email. Re-download anytime on the My Purchases page with the email you paid with.
What if it isn't right for me?
The 30-day money-back guarantee covers every product, including this one. Full refund to your original payment method — no questions, no hoops.
Is this legal or tax advice?
No. This is education only. Dynasty trust rules are subject to current federal exemptions and state law — a licensed estate attorney in your state reviews and finalizes any trust.