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Preserve Your Legacy for Generations

The Rockefellers used a Dynasty Trust (and you should too)!

What is a Dynasty Trust?

A Dynasty Trust is an irrevocable trust designed to preserve and grow wealth across multiple generations. Unlike typical estate planning tools, a Dynasty Trust protects the inheritances that you leave behind from lawsuits, divorce, bankruptcy, and irresponsible spending—all while minimizing taxes to maximize long-term growth.

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It’s not just about money—it’s about creating a lasting legacy that empowers your children and grandchildren to thrive responsibly, ethically, and successfully.

Services available in Texas and California.

Details here.

Why Choose a Dynasty Trust?

​✓ Perpetuate Generational Wealth — Harness the Dynasty Trust’s Waterfall strategy to continuously grow and refresh your family’s wealth, ensuring each generation inherits not just assets, but an ever-strengthening legacy.

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✓ Empower (not Entitle) Your Children — Tie trust distributions to productivity, responsibility, and moral character—helping your heirs develop the values and skills needed to succeed.

 

✓ Guard Against Irresponsible Spending — Protect the inheritances you leave behind from poor financial decisions, divorce settlements, and bankruptcy.

 

✓ Maximize Long-Term Growth — Minimize estate and generation-skipping transfer taxes so your wealth continues to compound efficiently over time.

 

✓ Provide Peace of Mind — Sleep confidently knowing your family’s future is secure, your values are preserved, and your assets are legally protected.

 

✓ Leave a Meaningful Legacy — Your Dynasty Trust transmits more than wealth—it instills a standard of character, stewardship, and responsibility that endures.

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Set Up Your Dynasty Trust—In Just 3 Steps

From start to finish, your entire plan can be implemented in just a few days.

Book Your Confidential Strategy Session.

Set Distribution Guidelines.

Notarize and Fund your Dynasty Trust.

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No Mystery—Just Powerful Planning and Transparent Pricing.

We believe in complete transparency—clear services, clear deliverables, and clear pricing—so you know exactly what to expect from start to finish.

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Dynasty Trust

Develop and implement a strategy to create generational wealth, empower your descedants, and protect family assets from lawsuits.

Build a legacy that lasts for generations. A Dynasty Trust protects your family’s wealth from lawsuits, divorce, or bankruptcy while encouraging responsibility and success in your heirs.

$8,500

per settlor

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Review My Plan

Have a lawyer review your current estate plan strategy and corresponding documents.

​Even small gaps can put your legacy at risk. A legal review ensures your existing estate plan fully protects your assets and aligns with your goals.

$600

per document

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Advice Calls

Estate Planning 

Strategy  Questions?

Whether you’re considering Dynasty Trusts, asset protection strategies, or multi-generational tax planning, we provide expert guidance to ensure your estate plan preserves wealth, minimizes taxes, and secures your family’s future.

$100

per 30 minute session

Here's your complete Dynasty Trust Package—no gaps, no guesswork, no gimmicks.

​✓ Family Dynasty Trust

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✓ Irrevocable Life Insurance Trust (if applicable)

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✓ Medicaid Asset Protection Trust (if applicable)

 

✓ Plus complete estate plan essentials (including your Revocable Living Trust, Pour-over Will, Financial & Medical Power of Attorney, Guardianship Nominations, and Special Needs Trust (if applicable)

 

✓ Strategy sessions with an experienced lawyer.

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✓ Ongoing Trustee Support (1 year)

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✓ 100% Satisfaction Guarantee

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✓ Peace of Mind

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Buy Now, Pay Later—Flexible Payment Options for Your Investment

Available through LawPay + Affirm

We believe protecting your wealth, your family, and your legacy shouldn’t be delayed and put at risk because of cost. That’s why we offer legal financing for Dynasty Trust Investments through LawPay by Affirm. Get the comprehensive Dynasty Trust System that you need now while paying over time.  Simple, secure, and stress-free.

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Katherine L., CA

"We wanted to leave more than money for our children—now we’re passing on a legacy of responsibility and growth."

Max J., TX

"Great folks, talented attorneys who take care of business!"

Kennison J., TX

"At first I felt like this was just a bunch of paperwork, but now that it's in place I feel so much more secure having this financial fortress around my family's future and stability."

Meet Your Lawyer

Elan R.G. Longstreet, Esq.

Elan Longstreet, Esq. is an experienced business law and estate planning attorney. She believes in helping business owners, investors, and families protect not only what they have worked hard to build, but also the people they have built it for - their loved ones.

Mrs. Longstreet believes that Estate Planning and Asset Protection Implementation isn’t just about legal documents and finances; it’s about protection, love, and legacy. Mrs. Longstreet aims to give business owners and families the gift of clarity, control, and comfort in the times when they will need it most.​

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  • Licensed in Texas (2014) & California (2023)

  • Texas A&M School of Law (Summa Cum Laude)

  • National Order of Barristers & National Order of Scribes

  • Comprehensive Network of Financial Strategists

  • Published Legal Author

Your priorities are our priorities.

Because protecting your wealth, your family, and your future isn’t just important—it’s everything.  So we’ve made it easy for you to implement your Dynasty Trust with one goal in mind: keeping your wealth untouchable and your legacy intact. 

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Family Security

Your loved ones are safeguarded with legal structures that ensure their lifestyle and inheritance remain untouchable.

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Privacy Shield

Your ownership stays discreet, keeping predators from ever targeting your or your heir's assets in the first place.

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Wealth Protection

Your hard-earned assets are shielded from your heir's lawsuits, creditors, and judgments.

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Simple Process

We make estate planning fast, clear, and stress-free—so you can act before it’s too late.

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Your Advisor

Know your attorney works only on protecting your assets and can help you find solutions that fit your needs.

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Your Time

Appreciate clarity with quick summaries, key concepts & easy instructions—all in plain English.

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You’re Estate Plan Is Vulnerable—Here’s Why That Matters

Most Families:

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  • Assume their wealth will last… until poor financial decisions or legal complications jeopardize it.

  • Rely on traditional inheritance methods—until a divorce, bankruptcy, or irresponsible spending diminishes the legacy they hoped to leave.

  • Wait too long to act, only to realize a Dynasty Trust could have preserved and grown their family’s wealth for generations.

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A Dynasty Trust ensures your family’s inheritance is protected, structured, and continuously replenished. It allows you to tie distributions to productivity, responsibility, and moral character—empowering heirs while preserving the integrity of your legacy.

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If you have a business, income-producing assets (e.g. rental real estate, etc.), or income-producing investments (e.g. whole life insurance, etc.), a Dynasty Trust creates a framework that grows wealth, shields it from misuse, and passes it forward in a way that lasts for generations—turning your legacy into a foundation for centuries.

Get started (and finished) in 3 easy steps.

Step 1: Book Your Confidential Strategy Session

(60 minutes)

In this private consultation, we’ll review your family’s assets, goals, and values to design a Dynasty Trust that protects, grows, and replenishes your wealth for generations. You’ll learn how distributions can be structured to reward responsibility and character, ensuring your legacy empowers your heirs rather than simply providing entitlement.

Step 2: Set Distribution Guidelines for Your Heirs and Trustees

(Time varies)

This step allows you to define exactly how and when your heirs receive distributions from the trust. Using the Dynasty Trust structure, you can tie access to productivity, responsibility, and moral character—empowering your children and grandchildren to grow into capable, accountable adults while protecting your legacy from misuse or poor financial decisions. Trustees are guided to manage the assets according to your vision, ensuring your wealth continues to grow and benefit each generation.

Step 3: Notarize and Fund Your Dynasty Trust

(Time varies)

​Once your Dynasty Trust is finalized, the assets are legally transferred into the trust to activate your multigenerational plan. This step ensures your wealth is protected, structured, and positioned to grow for generations. Funding the trust allows distributions to follow your guidelines—rewarding responsibility, preserving character, and reinforcing the legacy you want your family to uphold. With everything in place, your Dynasty Trust becomes a living, sustainable foundation for your heirs.

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Get started today—don't wait.

Why Now—Before It’s Too Late.

Your family’s future deserves more than chance. Protect and grow your legacy today.

 

Schedule a consultation to discuss creating a Dynasty Trust that aligns with your goals, safeguards your wealth, and empowers your children and grandchildren for generations.

Want to learn more about Dynasty Trusts?

Click below to join our free Dynasty Trust webinar—bring all your questions!

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