U.S. Estate Attorney — Draft Irrevocable Dynasty / Asset-Protection Trust

Here’s the final posting with the states repositioned as your working preference and the comparison question doing the screening — so you surface specialists without filtering out a top attorney licensed elsewhere. Title: U.S. Estate Attorney — Draft Irrevocable Dynasty / Asset-Protection Trust Overview I’m a U.S. business owner building a multigenerational wealth and asset-protection structure, and I’m looking for a licensed estate-planning attorney with deep, hands-on experience in self-settled Domestic Asset Protection Trusts (DAPTs) and perpetual dynasty trusts. I already have a working architecture and a CPA engaged — I need an attorney to pressure-test the design, recommend the optimal situs, and draft the documents to a high standard. This is a serious, well-prepared engagement. I value clear thinking, plain-English explanations of tradeoffs, and clean drafting. The structure I’m building An irrevocable dynasty trust — I’m leaning toward a South Dakota or Nevada situs but am open to your recommendation — that owns a holding company, which in turn owns several operating businesses currently organized in Georgia. Priorities, in order: strong creditor/asset protection, multigenerational continuity, tax-efficient situs, maximum privacy through sealed-record jurisdictions and proper trustee structuring, and the maximum legitimate control and benefit I can retain as grantor without compromising any of the above. Scope & deliverables • A written situs recommendation, reasoned against seasoning periods, exception creditors, privacy/record-sealing, and tax treatment. • Drafting of the irrevocable dynasty / asset-protection trust and all related instruments. • Draft the trust’s governing provisions to maximize my legitimate retained leverage, control, and economic benefit as grantor — using mechanisms such as grantor-trust (IDGT) status, a trust protector, a distribution adviser/committee, retained investment-direction powers, a limited power of appointment, and decanting flexibility, and my serving as compensated manager of the underlying entities — while fully preserving the trust’s asset protection and intended tax treatment. • Guidance on the full ownership chain: trust → holding company → operating entities. • A funding and account-titling sequence (bank and brokerage accounts) designed to avoid fraudulent-transfer / voidable-transaction exposure. • Recommendations on trustee structure — independent or corporate trustee, trust protector — and how to secure a qualified trustee in the chosen situs state. • Coordination with my CPA on tax treatment. Required qualifications • Active U.S. bar license in good standing (state your jurisdiction(s)). • Demonstrated experience drafting DAPTs and dynasty trusts in any recognized DAPT jurisdiction. • Working knowledge of multi-entity structures (holding companies + operating LLCs/corporations). • Proven ability to balance maximum grantor control and benefit against the irrevocability and protection requirements — i.e., knowing exactly how far retained powers can go before they compromise creditor protection or estate-tax goals. • Clear, responsive written communication. Please answer in your proposal 1. Begin your proposal with the word LEGACY so I know you read the full post. 2. Which state(s) are you barred in, and are you currently in good standing? 3. How many irrevocable DAPTs or dynasty trusts have you personally drafted, and in which states? 4. An irrevocable trust must stay irrevocable to protect assets, yet I want as much control and benefit as legally possible. Which specific drafting tools do you use to maximize a grantor’s retained leverage without undermining protection or the intended tax treatment? 5. In two or three sentences: South Dakota vs. Nevada for a self-settled asset-protection trust — your view and why? 6. A DAPT generally requires a qualified trustee located in the situs state. How do you handle that — do you work with a trust company there, or coordinate one? 7. Would you bill this as a flat fee (trust package) or hourly, and what’s your estimated range? Engagement type: Fixed-price is usually cleanest for the trust drafting itself; many attorneys quote a flat fee for the package plus hourly for advisory. Open to either — propose what fits your practice. Skills tags: Estate Planning · Trust & Estate Law · Asset Protection · Dynasty Trust · Legal Drafting · Tax Law · Business Law