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Trusts are something new for the vast majority of people, so we summarize the levels or elements to be analyzed in the previous decision phase. We base our ideas on our professional opinion and on our experience with hundreds of Latin American families we have assisted over the years. v These elements are: The psychological
In essential terms, a trust is created (“settled”) when a Settlor transfer assets to a trust to be managed by a Trustee, with the instruction of managing them in favor of one or more Beneficiaries. The Settlor appoints such beneficiaries and it is very frequent that he/she is the first Beneficiary. Additional first Beneficiaries or