What template should be used for Asset Protection Strategy - gifting of equity to a trust who then lends the equity back and secured by a loan?

The Protector gifts the equity in the asset by way of a Promissory note and is secured by a loan. It includes mortgage deeds for real estate and security deed for other assets.

Please be advised this is general information only, and is not to be taken as legal advice. If you would like more information, or have a legal query, please contact Abbott & Mourly directly.
Reviewed: 17/01/2024