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宇宙球求 · 2024年07月01日

可不可以直接理解不需要probe就是保护隐私的意思?

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NO.PZ202301041000002105

问题如下:

Bert, who prefers to keep family financial affairs private, wants to provide a secure financial future for Emma, their three children, and potential future grandchildren. He worries about disputes among his wife and children and potential legal claims from outside the family. Bert consults with the investment advisor, who recommends that Bert establish an irrevocable trust.

Discuss two benefits, specific to the Gondos’ circumstances, of establishing an irrevocable trust.

选项:

解释:

A trust is an arrangement created by a settlor or grantor, in this case, the Gondos, who transfers assets to a trustee. The trustee holds and manages the assets for the benefit of the beneficiaries (Emma and the three children). In a revocable trust arrangement, the settlor retains the right to rescind the trust relationship and regain title to the trust assets. Under these circumstances, the settlor’s revocation power makes the trust assets vulnerable to the reach of creditors having claims against the settlor. An irrevocable trust structure generally provides greater asset protection from claims coming from outside of the family against a settlor than a revocable trust.

The establishment of an irrevocable trust would provide the Gondos with the following three benefits:

Protection of the assets within the trust from claims outside the family, such as potential creditors. Bert wants to secure a financial future for Emma and their three children and worries about claims coming from outside of the family.

Avoids disputes within the family (among his wife and three children).

    • Transfer of assets to his wife and children without the potential publicity associated with probate. Bert prefers to keep family’s financial affairs private.

    regarding to "在不涉及遗嘱认证相关的潜在公开性的情况下,将资产转移给他的妻子和孩子。Bert更喜欢保持家族财务事务的私密性" 这里能不能再解释下?

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    王暄_品职助教 · 2024年07月02日

    在提及“在不涉及遗嘱认证相关的潜在公开性的情况下,将资产转移给他的妻子和孩子。Bert更喜欢保持家族财务事务的私密性”时,这实际上是指通过设立不可撤销信托来转移资产可以避免遗嘱认证的公开过程。

    遗嘱认证(Probate)是指当一个人去世后,其遗嘱需要通过法院认证程序来确定其有效性,这个过程往往是公开的,可能会涉及到家庭财产的详细情况,从而引起不必要的公众关注。对于希望保持家庭财务事务私密性的Bert来说,这显然是不利的。

    而通过设立不可撤销信托,Bert可以在生前就将资产转移到信托中,由受托人管理,并在他去世后按照信托条款分配给受益人(如妻子和孩子)。这样,资产的转移和分配就可以在不经过遗嘱认证程序的情况下进行,从而避免了潜在的公开性和对家庭财务事务的干扰。这符合Bert希望保持家庭财务私密性的愿望。

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