LAW OFFICES OF

Boyd __BB_AMP__ Boyd, P.C.

Your Trust Tier: Legacy Client Reference

This client resource accompanied our 2025 trust-amendment materials and is retained for reference. It may not reflect current law, current offerings, or the terms of your signed documents. Contact Boyd __BB_AMP__ Boyd, P.C. if you would like help identifying your plan or discussing whether a review is appropriate.

SIMPLE TRUST

• ~50 pages

• A basic revocable trust designed primarily to avoid probate

• Assets pass outright to heirs

• No income tax-saving strategies or divorce/creditor protections

• Most often used in straightforward, minimal-asset estates

BASIC TRUST

• ~80 pages (includes Article XIII as “Reserved”)

• Builds on the SIMPLE Trust

• Adds:

• 100% step-up in basis at first spouse’s death (potentially saving $50,000–$200,000 in taxes)

• Special Co-Trustee __BB_AMP__ Trust Protector clauses

• More robust administrative flexibility

• Ideal for moderate estates or clients needing post-death tax control

PAT / WEALTH PROTECTION TRUST

• Over 100 pages, includes full Article XIII – Personal Asset Trust Provisions

• Everything in the BASIC Trust plus:

• Asset protection against divorce, lawsuits, creditors, bankruptcy, and nursing homes

• Beneficiary-by-beneficiary trust design

• Advanced tax-planning tools __BB_AMP__ post-death amendment flexibility

• Designed for those seeking to preserve multigenerational wealth

🔎 Which Trust Do I Have?

If you’re unsure which type of trust you have:

✅ Check the page count:

• SIMPLE: ~50 pages

• BASIC: ~80 pages with Article XIII marked “Reserved”

• PAT: Over 100 pages, Article XIII fully included

📬 Still not sure? If you still have your fee agreement from when you hired us, it will tell you what level of trust plan you chose.

Questions about your trust? Contact Boyd __BB_AMP__ Boyd, P.C.