LLC in a Trust — Smart Move or Mistake. Jake Claver in this recording: “You can be all three things on a revocable living trust.”
Also coveredbeneficiary, creditor protection, irrevocable trust
More on this subject: jakeclaver.com.
What this recording covers
Claver examines the distinctions between placing an LLC into a revocable living trust versus an irrevocable trust. A revocable living trust allows an individual to serve simultaneously as grantor, trustee, and beneficiary, facilitating probate avoidance by assigning entity equity to the trust. However, a revocable trust provides no independent creditor protection and relies on the underlying LLC. In contrast, an irrevocable trust requires the grantor to surrender beneficial interest to designated beneficiaries, such as children. This arrangement necessitates appointing an independent trust protector to execute modifications and a distribution trustee to manage withdrawals. States such as South Dakota, Wyoming, and Nevada offer strong statutory protection against creditor claims, requiring roughly two years to season. Claver outlines transferring legacy digital assets into an irrevocable trust once holdings exceed a specific threshold the recording names while retaining operating funds in an LLC.
Where this fits
This page hosts a recorded video and a short summary of what it covers. It is general information, not investment, tax, or legal advice, and not a recommendation to buy or sell any asset or to form any entity. Rules change and older recordings may describe a position that has since moved. Speak to a qualified professional before acting.