• Introducing the Offshore Trust and the pages referred to from there.
• Introducing the IBC and the pages referred to from there.
• Guide to specific protection solutions, from where you follow up on those links that pertain to your objectives.
• Additional information available from us. Please make sure that you "get the coverage" you need! Signing up for the free information that is available on the topics you are interested in is really a must, unless you don't want to take the time involved in receiving it (30-40 days). If you are determined to get this information faster or in greater detail, you should check our e-books and e-courses that are available on-line at very moderate prices.
• Our FAQ page.

• Get their web site address and check the site.
• Get their phone numbers and addresses - check that they are not phony!
• Make sure that your Trust, your Trustee, and your Protector are located in three different offshore countries, none of them your own! Preferably, your Trustee should have a representation in your own country, but this is less important.
• Check also with BBB or any other institution whose business register you have some faith in; look into any complaints or warnings they might have on record. (Please be careful with any source that cannot be verified as independent - the "grapevine" can tell you all sorts of things - and never be held responsible for being truthful or not. Also be careful with references - they will, of course, always be positive!)

• The possible legal implications of your transferring your assets to a "DISCRETIONARY, IRREVOCABLE, PURE TRUST", as the legal term is. (Please note that you do not need to obtain any advice in regards to what happens to your Trust... your attorney will have no way of having that specific knowledge from law school, so just focus on your own personal situation, particularly in regards to your current creditors and the agreements you have with them).
• What taxes are payable by YOU in case of selling and/or donating your main assets to the Trust. (Again, don't bother about what happens to the Trust - the answer is NOTHING!)
• What tax benefits you are entitled to by selling and/or donating assets to your Trust. (Once again: your Trust will pay NOTHING, regardless your losses and write-offs! You should discuss the details and technicalities of this later with your accountant, but make sure you get "the big picture" from your attorney.)
• What difference it would make for you, as a private person, if you are the Grantor/Settlor or the Beneficiary of foreign Trust.
• What support you can get in case of an audit, and how you should deal with such a challenge in order to minimize your risk of trouble. (Please note that your accountant is a liability for you here - only your attorney can protect you from divulging information you are not legally obliged to report!)
• Get specific suggestions in regards to what you should do additionally to protect yourself.

• Simple Trust or Foreign Grantor Trust?
• Death Benefit?
• Credit Card Account?
• Debit Card Account(s)?
• Settlor Account?
• Trading Account?
• Add an IBC? If so:
  • Name(s) for your IBC?
  • Nominee Directors for your IBC?
  • Add a local Corporation?
  • Nominee Director(s) for your local Corporation?
  • Agent for your local Corporation?
  • Business Licenses and other registrations for your local Corporation?

Make a list of your assets, at least those you have on some kind of public record.

Have a meeting with your accountant about the possible tax benefits you could generate for yourself by transferring ownership of those assets to your Trust, either as gifts/donations or as sales (at a price that give you the biggest possible personal loss...).