What is a Private Express Trust?

A private express trust is a constitutional, non-statutory trust created under common law that operates outside traditional trust regulations. It establishes a three-party structure of Settlor, Trustee, and Beneficiary for asset management while maintaining near total privacy and protection. Unlike statutory trusts governed by state and federal codes, private express trusts are based on constitutional…

Settlor vs. Grantor, Indenture vs. Declaration: Getting the Terms Right in a Private Express Trust

In a private express trust, the terms “Settlor” and “Grantor” are not interchangeable, even though many estate-planners treat them as synonyms. A settlor conveys property to a separate trustee, which is exactly how an indenture-based trust is built. A grantor keeps their own property under a declaration of trust. The right word tracks the structure,…