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LEGAL PACKAGE GENERATOR · FAMILY LAUNCH SYSTEM v7.2
⚖️ For Attorney Review Only. These documents are drafted in legal language ready for attorney validation. The attorney reviews, requests amendments if needed, and certifies. No redrafting required.
The main legal document establishing the GONZALEZ LEGACY TRUST as a Florida Dynasty Trust. Includes all governance rules, TRS framework, benefit structure, and succession provisions.
Individual agreement each beneficiary signs acknowledging and accepting the Trust system, TRS framework, and the Five Immutable Rules.
Formal letter by which Waleska Echevarria accepts her role as Co-Trustee of the GONZALEZ LEGACY TRUST with full understanding of her duties.
Assignment of rights for the two Cancún lots in process of payment. Transfers acquisition rights to the Trust while payments continue.
Official certificate confirming Trust existence, Primary Trustee authority, and signature powers. Required by Schwab and financial institutions.
Formal resolution authorizing José A. González as sole signatory for Schwab and all financial institutions. Establishes Co-Trustee limitations.
Statement directing Schwab to accept instructions solely from Primary Trustee. Single signature authority confirmed.
Full statement of investment authority granted to Primary Trustee including securities, real estate, and digital assets.
Complete briefing for reviewing attorney: structure, changes in v7.2, open questions, GA/MX property notes, execution requirements.
Complete packet for Charles Schwab account opening: required documents checklist, instructions, and certification statements.
Complete architecture document: all modules, engines, flows, integrations and v8.3 roadmap. Opens in new tab.
DRAFT FOR ATTORNEY REVIEW · GONZALEZ LEGACY TRUST · v7.2 ·
A Dynasty Trust Established Under the Laws of the State of Florida
THIS TRUST AGREEMENT (hereinafter "Agreement") is entered into on this ___ day of ____________, 2026, by and between ANTONIO GONZALEZ (hereinafter "Settlor" or "Founder"), a resident of the State of Florida, and WALESKA ECHEVARRIA (hereinafter "Co-Trustee"), also a resident of the State of Florida.
The Settlor hereby transfers to the Trustee, and the Trustee hereby accepts, the property described in Schedule A attached hereto, to be held, administered, and distributed in accordance with the terms and conditions set forth in this Agreement.
This Trust is established for the benefit of the Settlor's descendants and shall be known as the GONZALEZ LEGACY TRUST, operating under the conceptual framework denominated "Family Launch System" (Motor 2), version 7.1.
This Trust shall be known as the GONZALEZ LEGACY TRUST (hereinafter "Trust"). This Trust is established pursuant to the laws of the State of Florida, including but not limited to the Florida Trust Code (Chapter 736, Florida Statutes), and shall be governed, construed, and administered in accordance with the laws of the State of Florida.
This Trust is intended to qualify as a Dynasty Trust under Florida law. Pursuant to Section 689.225, Florida Statutes (the "Uniform Statutory Rule Against Perpetuities"), the interests created by this Trust shall vest, if at all, within the period specified by applicable Florida law, as amended from time to time. The Trustee is authorized to take all actions necessary to ensure compliance with applicable perpetuities laws.
The purpose of this Trust is to: (a) provide for the long-term financial welfare and personal development of the Settlor's descendants; (b) incentivize meritorious conduct, personal responsibility, and financial literacy among beneficiaries through the Trust Readiness Score (TRS) framework; (c) preserve and grow family wealth across generations; and (d) establish a governance system that ensures equitable, merit-based distribution of Trust assets.
The Settlor of this Trust is ANTONIO GONZALEZ, hereinafter referred to as "Settlor" or "Founder." The Settlor shall retain the right to monitor all Trust activities in a read-only capacity and shall retain override authority as described in Article IX of this Agreement.
The initial and Primary Trustee of this Trust is JOSÉ A. GONZÁLEZ (hereinafter "Primary Trustee" or "Founder"), a resident of the State of Florida. The Primary Trustee shall serve in a fiduciary capacity and shall have full authority to manage, invest, and distribute Trust assets. The Primary Trustee holds exclusive signature authority for all banking, investment, and external financial institutions. All fiduciary decisions ultimately rest with the Primary Trustee.
WALESKA ECHEVARRIA shall serve as Co-Trustee, subordinate to the Primary Trustee. The Co-Trustee may act only upon explicit delegation by the Primary Trustee or during periods of unavailability or incapacity of the Primary Trustee. The Co-Trustee does not hold independent signature authority for banking or investment accounts unless specifically delegated in writing by the Primary Trustee.
A Trust Protector may be appointed by the Settlor at any time to serve in an advisory and oversight capacity. The Protector shall have the authority to: (a) veto Committee decisions; (b) extend Humanitarian Freeze periods pursuant to Article VII; (c) review and approve Sunset Review amendments pursuant to Article X; and (d) appoint a successor Trustee if necessary.
An Advisory Committee shall be established consisting of three (3) members: (a) the Trustee or Co-Trustee; (b) an independent professional (attorney, CPA, or financial advisor); and (c) a rotating beneficiary representative. Committee approval shall be required for distributions under the First Home, Micro-Angel Fund, and Matching Program categories, as specified in Article VI. All Committee decisions shall require a two-of-three (2/3) majority vote.
The initial beneficiaries of this Trust are the following descendants of the Settlor:
(a) MARA GONZALEZ; (b) PAOLA GONZALEZ; (c) ANDREA GONZALEZ; (d) JAY GONZALEZ; (e) ALEYRA GONZALEZ.
Future descendants of the Settlor shall be eligible for inclusion as beneficiaries upon reaching the age of eighteen (18) years, subject to the Trust Readiness Score framework set forth in Article III.
The Trust Readiness Score (hereinafter "TRS") is a merit-based scoring system operating on a scale of zero (0) to two hundred (200) points. The TRS serves as the primary criterion for determining each beneficiary's eligibility to access Trust benefits. The TRS shall not constitute a property interest and shall not be transferable, assignable, or subject to creditor claims.
Each beneficiary shall receive an initial TRS of fifty (50) points upon first enrollment in the Trust system. Future descendants shall receive an initial TRS equal to fifty percent (50%) of their parent beneficiary's TRS at the time of the descendant's eighteenth (18th) birthday, subject to a minimum of twenty-five (25) points and a maximum of one hundred (100) points.
The TRS shall determine each beneficiary's access level as follows:
(a) INACTIVE Level (0–39 points): Beneficiary is eligible for Medical Emergency distributions only;
(b) ACTIVE Level (40–69 points): Beneficiary is eligible for Education and Family Experience distributions;
(c) COMMITTED Level (70–99 points): Beneficiary is eligible for all benefits including Micro-Angel Fund;
(d) LEADER Level (100–149 points): Beneficiary holds double voting weight in the Advisory Committee rotation;
(e) CUSTODIAN Level (150–200 points): Beneficiary is eligible for Track C — Multiplier designation and maximum benefit access.
On January 1st of each calendar year, each beneficiary's TRS shall be reduced by twelve percent (12%) of their then-current score, rounded down to the nearest whole number (hereinafter "Annual Decay"). The Annual Decay reflects the Trust's expectation of continued engagement and contribution. Beneficiaries subject to an active Humanitarian Freeze pursuant to Article VII shall be exempt from Annual Decay during the Freeze period.
The Trustee and Co-Trustee shall have authority to adjust a beneficiary's TRS pursuant to verified milestone completion, as set forth in Article IV, or for cause as specified in Article VIII. All TRS modifications shall be recorded in the Trust's digital governance system and shall constitute part of the Trust's permanent records.
Each beneficiary shall select one of three (3) designated developmental Tracks:
(a) Track A — Entrepreneur: Designed for beneficiaries pursuing business ownership, entrepreneurship, or self-employment. Special benefit: priority access to Micro-Angel Fund.
(b) Track B — Builder: Designed for beneficiaries pursuing professional careers, skilled trades, or academic advancement. Special benefit: enhanced Education Fund matching.
(c) Track C — Multiplier: Available only to beneficiaries at CUSTODIAN level (150+ TRS). Designed for beneficiaries managing or investing existing wealth. Special benefit: access to Trust investment co-participation.
Each Track shall include defined milestones with associated TRS rewards ranging from ten (10) to twenty-five (25) points per milestone. Milestones shall be verified by the Trustee upon submission of documented evidence by the beneficiary. Verified milestones shall result in immediate TRS credit. The Trustee shall issue a decision on submitted milestones within thirty (30) days of submission.
A beneficiary may request a Track change only during the Sunset Review period conducted every five (5) years pursuant to Article X. Track changes shall be subject to Trustee approval and shall not result in retroactive adjustment of previously earned TRS.
The initial Trust corpus shall consist of the property described in Schedule A. Additional contributions may be made to the Trust by the Settlor, Trustee, or any third party at any time, subject to applicable gift tax regulations.
The Trust corpus shall be maintained in the following designated funds:
(a) Education Fund — initial balance $10,000; (b) First Home Fund — initial balance $20,000; (c) Micro-Angel Fund — initial balance $15,000; (d) Medical Emergency Fund — initial balance $5,000; (e) Family Experience Fund — initial balance $3,000; (f) Matching Program Fund — initial balance $20,000; (g) General Fund — initial balance $10,000.
Total initial corpus: Eighty-Three Thousand Dollars ($83,000).
The Trust shall maintain a Family Bank sub-account for the purpose of making interest-bearing loans to beneficiaries. All Family Bank loans shall bear interest at a rate of three and two-tenths percent (3.2%) per annum. Loan repayments shall be returned to the applicable designated fund. The Family Bank shall maintain complete records of all loans, payments, and outstanding balances.
The Trust shall never make distributions directly to a beneficiary's personal bank account. All distributions shall be made directly to the provider, institution, vendor, or closing agent on behalf of the beneficiary (hereinafter "Provider"). This restriction is absolute and shall constitute an Immutable Rule pursuant to Article XI.
(a) Education Distributions: Available to beneficiaries with minimum TRS of thirty (30). Payable directly to educational institutions, certification programs, or licensed training providers. Subject to Trustee approval within forty-eight (48) hours.
(b) First Home Distributions: Available to beneficiaries with minimum TRS of sixty (60). Payable directly to closing agent or title company for down payment purposes. Subject to Committee approval within fifteen (15) days.
(c) Micro-Angel Fund Distributions: Available to beneficiaries with minimum TRS of seventy (70). Structured as fifty percent (50%) loan and fifty percent (50%) Trust equity participation. Subject to Committee and Protector approval within thirty (30) days. Loan repayable over term agreed upon by Trustee. Trust equity subject to five-year buyback option at fair market value.
(d) Medical Emergency Distributions: Available to all beneficiaries regardless of TRS score. Payable directly to licensed medical providers or facilities. Subject to emergency Trustee approval within twenty-four (24) hours.
(e) Family Experience Distributions: Available to beneficiaries with minimum TRS of forty (40). Payable for family property-related expenses or approved family activities. Subject to Trustee approval within forty-eight (48) hours.
(f) Matching Program Distributions: Available to beneficiaries with minimum TRS of seventy (70). Trust shall match beneficiary's documented personal investment on a one-to-one (1:1) basis up to Ten Thousand Dollars ($10,000), and on a one-half-to-one (0.5:1) basis from Ten Thousand Dollars ($10,000) to Twenty Thousand Dollars ($20,000). Lifetime maximum match: Twenty Thousand Dollars ($20,000) per beneficiary. Subject to Committee approval within seven (7) days.
The Trustee or Co-Trustee may approve a distribution in an amount less than that requested by a beneficiary (hereinafter "Partial Distribution"). Any Partial Distribution shall be accompanied by a written explanation stating the reason for the reduction. The remaining unreimbursed amount may be re-requested by the beneficiary in a subsequent distribution request.
The Trustee shall maintain complete records of all distributions, including the amount requested, amount approved, Provider paid, date of payment, and applicable TRS at time of request. All records shall be maintained in the Trust's digital governance system.
A beneficiary experiencing a documented genuine hardship, including but not limited to serious illness, accident resulting in incapacity, involuntary job loss, or natural disaster, may petition the Trustee for a Humanitarian Freeze.
Upon approval by the Trustee, a Humanitarian Freeze shall: (a) suspend the Annual Decay of the beneficiary's TRS for the duration of the Freeze; (b) maintain the beneficiary's existing TRS level and benefit eligibility; and (c) be noted in the Trust records.
An initial Humanitarian Freeze shall be granted for a period not to exceed eighteen (18) months. The Protector may extend the Freeze for an additional period not to exceed twelve (12) months upon petition by the affected beneficiary and demonstration of continued hardship.
Any beneficiary who directly or indirectly contests, challenges, or seeks to invalidate any provision of this Trust Agreement, or who assists any other person in doing so, shall immediately and automatically forfeit all rights to Trust distributions and shall have their TRS reduced to zero (0). Such forfeiture shall be permanent unless reinstated by unanimous vote of the Trustee, Co-Trustee, and Protector following a minimum suspension period of five (5) years.
The Trustee and Co-Trustee, acting jointly, may suspend a beneficiary's distribution rights for a defined period upon finding of: (a) material misrepresentation in a distribution request; (b) failure to repay a Family Bank loan pursuant to the agreed schedule; or (c) conduct that materially endangers other Trust beneficiaries. Any suspension shall be documented and the beneficiary shall be provided written notice stating the grounds and duration of suspension.
The Founder, who is also the Primary Trustee, retains final override authority over all fiduciary decisions, including those made by or proposed by the Co-Trustee. No decision of the Co-Trustee shall be binding if the Primary Trustee has issued a contrary written instruction.
The override authority of the Primary Trustee extends to all Trust operations including but not limited to: asset management, distribution decisions, investment strategy, banking operations, beneficiary determinations, and administrative matters.
For all banking, brokerage, investment, and custodial accounts, the Primary Trustee shall have exclusive signature authority. A single signature of the Primary Trustee is sufficient to bind the Trust in all financial transactions. Co-Trustee signature shall not be required for any transaction unless explicitly delegated in writing by the Primary Trustee.
Every five (5) years from the date of this Agreement, the Trustee, Co-Trustee, Protector, and beneficiary representatives shall convene a Sunset Review to evaluate the operational effectiveness of the Trust. The Sunset Review may result in amendments to operational provisions of this Agreement, including but not limited to: TRS scoring thresholds, distribution amounts, Fund allocations, and Track milestone definitions.
No Sunset Review amendment shall modify: (a) the Five Immutable Rules set forth in Article XI; (b) the TRS decay rate or TRS scale; (c) the No-Contest provision of Article VIII; (d) the Founder Override Authority of Article IX; or (e) the Dynasty Trust duration provisions. Any purported amendment to the foregoing provisions shall be null and void.
The following five (5) rules are irrevocable and shall not be amended, modified, or superseded by any provision of this Agreement, any amendment thereto, any court order, or any action of the Trustee, Co-Trustee, Protector, or Committee:
Rule 1 — Merit Before Blood: Access to Trust benefits is governed by the Trust Readiness Score. Family lineage alone shall never entitle any beneficiary to Trust distributions absent the required TRS threshold.
Rule 2 — Never Cash, Always Provider: The Trust shall never deposit funds directly into any beneficiary's personal bank account. All distributions shall be made directly to the approved Provider on behalf of the beneficiary.
Rule 3 — No-Contest Equals Suspension: Any legal challenge to this Trust Agreement shall result in the immediate and automatic suspension of the challenging beneficiary's distribution rights and reduction of their TRS to zero, pursuant to Article VIII.
Rule 4 — Protect Those Who Suffer: The Humanitarian Freeze mechanism exists to protect beneficiaries experiencing genuine documented hardship. It shall not be used to circumvent the TRS system or to reward disengagement from Trust expectations.
Rule 5 — Review Every Five Years, Never Replace: The Sunset Review exists to improve the Trust's operational effectiveness. It shall never be used to replace the fundamental framework, eliminate the TRS system, or modify the Immutable Rules.
In the event that the Trustee is unable or unwilling to serve, the Co-Trustee shall assume full Trustee authority until a successor Trustee is appointed. A successor Trustee shall be appointed by the Protector, subject to approval by the Settlor if living, within sixty (60) days. A successor Trustee shall have all the rights, powers, and duties of the original Trustee.
This Trust shall terminate upon the earliest of: (a) the date on which no living beneficiary or potential beneficiary exists; (b) the maximum period permitted under applicable Florida perpetuities law; or (c) unanimous agreement of all living beneficiaries and the Trustee to terminate, subject to applicable tax and legal requirements. Upon termination, Trust assets shall be distributed to then-living beneficiaries in proportion to their TRS scores at the time of termination.
STATE OF FLORIDA
COUNTY OF _______________
Before me, the undersigned authority, personally appeared ANTONIO GONZALEZ and WALESCA GONZALEZ, known to me to be the persons whose names are subscribed to the foregoing instrument, and acknowledged to me that they executed the same for the purposes and consideration therein expressed.
DRAFT FOR ATTORNEY REVIEW · GONZALEZ LEGACY TRUST · v7.2 ·
This Beneficiary Acknowledgment and Agreement (hereinafter "Agreement") is entered into between the GONZALEZ LEGACY TRUST (hereinafter "Trust") and the undersigned beneficiary (hereinafter "Beneficiary").
The Beneficiary hereby acknowledges, understands, and agrees to the following:
1. Trust Readiness Score. I understand that my access to Trust benefits is governed by my Trust Readiness Score (TRS), which begins at fifty (50) points and must be maintained and grown through demonstrated effort, milestone completion, and active participation in the Trust system.
2. Annual Decay. I understand that my TRS will be reduced by twelve percent (12%) on January 1st of each year. I understand that I must complete milestones and remain engaged with the Trust system to maintain and grow my TRS.
3. No Direct Cash. I understand and agree that the Trust will never deposit funds directly into my personal bank account. All distributions will be made directly to approved providers, institutions, or vendors on my behalf.
4. No-Contest. I understand that any legal challenge to the Trust Agreement will result in the immediate suspension of my distribution rights and reduction of my TRS to zero. I agree not to challenge, contest, or seek to invalidate any provision of the Trust Agreement.
5. Merit System. I understand that my family name alone does not entitle me to Trust benefits. I must meet the TRS thresholds applicable to each benefit category.
6. Track Selection. I understand that I must select a developmental Track (A, B, or C) and that my milestones will be defined according to my chosen Track.
7. The Five Immutable Rules. I have read and understood the Five Immutable Rules of the GONZALEZ LEGACY TRUST and agree to be bound by them.
8. Digital Governance. I understand that the Trust operates a digital governance system that records all requests, approvals, TRS changes, and loan activity. I agree that records maintained in this system constitute official Trust records.
DRAFT FOR ATTORNEY REVIEW · GONZALEZ LEGACY TRUST · v7.2 ·
I, WALESCA GONZALEZ, hereby formally accept my appointment as Trustee of the GONZALEZ LEGACY TRUST, a Florida Dynasty Trust established by ANTONIO GONZALEZ as Settlor.
By my signature below, I acknowledge and accept the following duties and responsibilities:
1. Fiduciary Duty. I understand that as Trustee I owe a fiduciary duty to all Trust beneficiaries and agree to act in their best interests at all times, in accordance with the terms of the Trust Agreement and applicable Florida law.
2. Distribution Authority. I accept authority to approve, partially approve, or deny distribution requests from Trust beneficiaries in accordance with the Trust Agreement, including the Trust Readiness Score framework and the Five Immutable Rules.
3. Record Keeping. I agree to maintain accurate and complete records of all Trust activities, distributions, TRS modifications, loan activity, and fund balances through the Trust's digital governance system.
4. Never Cash Policy. I understand and commit to never approving a distribution directly to a beneficiary's personal bank account. All distributions shall be made directly to approved providers.
5. Co-Trustee Relationship. I acknowledge that ANTONIO GONZALEZ serves as Co-Trustee with equal approval authority and override capacity, and agree to coordinate with the Co-Trustee on all significant Trust decisions.
6. Sunset Review. I commit to participating in the five-year Sunset Review process and to implementing approved operational amendments in good faith.
DRAFT FOR ATTORNEY REVIEW · GONZALEZ LEGACY TRUST · v7.2 ·
Regarding Real Property Located in the State of Quintana Roo, Mexico
Assignor: ANTONIO GONZALEZ, a resident of the State of Florida, United States of America.
Assignee: GONZALEZ LEGACY TRUST, a Florida Dynasty Trust, represented by its Trustee WALESCA GONZALEZ.
WHEREAS, the Assignor has entered into purchase contracts for the acquisition of two (2) real property lots located in the Cancún metropolitan area, State of Quintana Roo, Mexico (hereinafter "the Properties"), as more fully described in Exhibit A attached hereto;
WHEREAS, the Properties are currently in the process of payment and have not yet been fully conveyed or titled;
WHEREAS, the Assignor desires to assign all acquisition rights, contractual rights, and economic interests in the Properties to the GONZALEZ LEGACY TRUST;
For good and valuable consideration, the receipt and sufficiency of which are hereby acknowledged, the Assignor hereby assigns, transfers, and conveys to the Assignee all of the Assignor's right, title, and interest in and to:
(a) The purchase contracts for the Properties;
(b) All rights of acquisition under said contracts;
(c) All rights to receive title upon full payment;
(d) All economic interests and future appreciation in the Properties.
The GONZALEZ LEGACY TRUST shall assume responsibility for all future payment obligations under the purchase contracts from the date of this Assignment. The Assignor may continue to make payments on behalf of the Trust, which payments shall be recorded as contributions to the Trust corpus.
Upon full payment and titling of each Property, the parties agree that each Property shall be held through a Mexican bank trust (fideicomiso) as required by Mexican law for foreign ownership of restricted zone property. The GONZALEZ LEGACY TRUST shall be designated as the beneficiary of each such fideicomiso.
The Properties, once titled, shall be recorded as Trust assets subject to the Trust Equity Score (TES) framework of the GONZALEZ LEGACY TRUST. Beneficiaries shall earn equity participation rights in the Properties through contributions, loan repayments, and milestone completion as defined in the Trust's digital governance system.
EXHIBIT A — PROPERTY DESCRIPTIONS
Lot 1: [Development name, lot number, location — to be completed with actual contract details]
Lot 2: [Development name, lot number, location — to be completed with actual contract details]
Use this section to record any changes requested by your attorney. The system tracks each amendment and its status.
DRAFT — Requires attorney certification before submission to financial institutions
The undersigned, JOSÉ A. GONZÁLEZ, hereby certifies as follows:
1. Trust Name: González Legacy Trust
2. Date of Trust: 2026
3. Settlor: José A. González
4. Primary Trustee: José A. González
5. Co-Trustee: Waleska Echevarria (subordinate; acts only upon delegation or unavailability of Primary Trustee)
6. Governing Law: State of Florida, Florida Trust Code (Chapter 736, Florida Statutes)
7. Trust Type: Irrevocable Florida Dynasty Trust
8. Tax ID (EIN): [TO BE COMPLETED BY ATTORNEY]
9. Powers of Primary Trustee: The Primary Trustee has full authority to open and maintain bank and investment accounts; buy, sell, and manage financial assets; make distributions per Trust terms; execute contracts; operate digital financial platforms; and delegate specific authority to Co-Trustee in writing.
10. Signature Authority: The Primary Trustee, José A. González, has sole and exclusive signature authority for all financial institutions, including Charles Schwab, unless written delegation is provided to Co-Trustee.
I certify that this Trust is currently in full force and effect and has not been revoked or terminated.
_______________________________
José A. González — Settlor and Primary Trustee
González Legacy Trust
Date: _______________
DRAFT — Requires attorney review before submission to financial institution
BE IT RESOLVED, that the González Legacy Trust hereby authorizes the following:
1. Authorized Signatory: JOSÉ A. GONZÁLEZ, as Primary Trustee, is the sole authorized signatory for all accounts held in the name of the González Legacy Trust at Charles Schwab & Co., Inc.
2. Co-Trustee Limitations: WALESKA ECHEVARRIA, as Co-Trustee, is NOT an authorized signatory unless the Primary Trustee provides written delegation specifying the scope and duration of such authority.
3. Account Authority: The Primary Trustee is authorized to open and maintain individual and joint trust accounts; open brokerage, investment, and custodial accounts; open sub-accounts for beneficiaries; buy, sell, and transfer securities; receive and send wire transfers; access and operate accounts digitally; and designate beneficiaries for Trust accounts.
4. Trust Entities Authorized: González Legacy Trust; Loopntrend LLC; The WonderStay S-Corp.
5. Digital Operations: The Trust authorizes Schwab to accept digital instructions, electronic signatures, and online transactions from the Primary Trustee.
_______________________________
José A. González — Settlor and Primary Trustee
Date: _______________
_______________________________
Waleska Echevarria — Co-Trustee
Date: _______________
DRAFT — For institutional use
The Primary Trustee of the González Legacy Trust has the following investment powers:
All investment decisions are the sole responsibility of the Primary Trustee, José A. González.
_______________________________
José A. González — Primary Trustee
Date: _______________
DRAFT — Attorney Work Product — Privileged and Confidential
Prepared for: Trust Counsel / Reviewing Attorney
Prepared by: José A. González, Founder and Primary Trustee
Date: 2026
The González Legacy Trust is an irrevocable Florida Dynasty Trust established in 2026 for the benefit of the González family across three generations. It is governed by the Florida Trust Code (Chapter 736, Florida Statutes).
Settlor / Founder / Primary Trustee: José A. González
Co-Trustee (subordinate): Waleska Echevarria
Protector: To be designated
Beneficiaries: Mara, Paola, Andrea, Jay, Aleyra González
Georgia Property: One residential property located in Georgia. Requires deed transfer to Trust name or confirmation of ownership structure. Section 121 analysis recommended for capital gains implications.
Mexico Property (Lakshmi — Puerto Morelos): International asset. Cannot be held directly in US Trust. Recommend Mexican Fideicomiso (bank trust) or separate LLC structure. Attorney to advise on optimal cross-border holding strategy.
The Trust intends to open a fiduciary investment account at Charles Schwab. Required documents: Certificate of Trust, Banking Resolution, Trustee Authority Statement, Trust EIN, government-issued ID of Primary Trustee. See Document 10 for complete Schwab Preparation Packet.
_______________________________
José A. González — Settlor and Primary Trustee
Date: _______________
DRAFT — For preparation purposes. Verify current requirements with Schwab before submission.
Based on standard Schwab trust account requirements, prepare the following:
When completing Schwab forms:
To obtain Trust EIN from IRS:
Charles Schwab Trust Services: 1-888-403-9000
Schwab Private Client: schwab.com/trust
For institutional/trust accounts: Visit local branch with all documents
_______________________________
José A. González — Settlor and Primary Trustee
Date: _______________
González Legacy Trust · v8.2 · Confidential