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In this video, I’m not going to address hardcore efforts that some people take when they feel like they are already exposed to millions of dollars of liability, and they have several millions of dollars (or more) of assets that they are wanting to protect from creditors, and they are willing to incur tens of thousands, if not hundreds of thousands of dollars of legal expense to hide assets due to their significant liability exposure. This privacy conversation is more for the “average Joe” who doesn’t face an existing significant liability, but just simply is asking the question, “Paul, I’m considering setting up my living trust for my family to get my legal affairs straight and enable my survivors to avoid a probate mess. And oh, by the way, will me or my family get any additional privacy protections by me setting up my living trust?”

So I address two circumstances surrounding privacy as it relates to the typical revocable living trust. First I address what privacy expectations you can have during your lifetime if you establish a RLT, and then second I address what information remains private surrounding your RLT after you pass away.

0:00 How Much Privacy Does Living Trust Provide
0:18 This is Not Hardcore Creditor Protection
0:44 The Average Joe With Typical Living Trust
1:15 Privacy During Life and After Death
1:41 Privacy During the Settlors' Lifetime
4:31 Privacy When the Settlors Pass Away
7:24 Beneficiaries and Trust Assets Remain Private After Death