entity·Trust and estate planning conventions·legal-finance·complexity 3/3·since v0.1.0

Family office trust structure

Estate-planning entity structure with a grantor, irrevocable trust, trustee LLC, holding company, investment LLCs, and beneficiary distributions.

For the estate attorney

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entity-structure·§ Corporate

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Scenario

Estate attorneys often need to explain control, economics, and fiduciary roles on one page. This structure separates voting/control relationships from ownership and beneficiary distributions.

Annotation key

trust renders as an ellipse, distinct from corporate entities.
==> marks voting or control without economic ownership.
--> marks distributions to beneficiaries.

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