The Art of Estate Planning Podcast
Oct 12, 2026 · 34 min · 8 segments
Ever had a client ask for a “bloodline trust”, “protective trust” or some other impressively named structure and quietly wondered whether you’ve missed an entire area of trust law? Good news: you…
Tara LuckeHost
We're not allowed to use it because a law firm in Queensland, Cleary Hoare, has actually trademarked the term, so be very careful if you are using it in any of your promotional material, because they might send you a letter, a cease and desist letter.
And, you know, if you wanna have a look, go check out their website and bloodline trusts.
I actually think-- [sighs] I don't love that they've trademarked it, whatever, but I do feel like it's really smart, because it is a single phrase which really conveys a lot to the client.
So, I actually love genius marketing terms in that sense, where it really helps cut through some of the technical jargon and communicate a difficult concept to a client in a really clear way.
Some of the alternatives, like lineal descendant trust, just don't quite have the same ring to it.
Am I offering a bloodline trust?" The client has come to me saying, "Can you give us a special bloodline trust?" And you're thinking, "Well, can I? Do I? I don't know." The answer is, if you are preparing a family trust or a testamentary trust where the entitlements are discretionary and the only people who can benefit are the bloodline or lineal descendants of some earmarked people, like your clients or your testator, then that is a bloodline trust.
So, it is just a marketing term for limiting the beneficiaries to not include spouses and going down multiple generations through the lineal descendants of the original primary beneficiaries.
So yeah, they firstly make it very loud and clear that it is trademarked, but then they say, "It's the best way to ensure your hard-earned assets are protected and preserved for the benefit of your spouse, children, and grandchildren.
A bloodline trust is a premium form of family trust where the flow of capital is restricted to your bloodline." Sounds great.
The testamentary discretionary trusts that you prepare with The Art of Estate Planning, if you're excluding spouses as beneficiaries except for, like, your client, the, your testator's spouse, are technically bloodline trusts.
So the same with you might see Dr. Brett Davies promotes his testamentary trust as the three-generation tax-effective trust or the tax-effective three-generation trust.
We're not allowed to use it because a law firm in Queensland, Cleary Hoare, has actually trademarked the term, so be very careful if you are using it in any of your promotional material, because they might send you a letter, a cease and desist letter.
And, you know, if you wanna have a look, go check out their website and bloodline trusts.
I actually think-- [sighs] I don't love that they've trademarked it, whatever, but I do feel like it's really smart, because it is a single phrase which really conveys a lot to the client.
So, I actually love genius marketing terms in that sense, where it really helps cut through some of the technical jargon and communicate a difficult concept to a client in a really clear way.
Some of the alternatives, like lineal descendant trust, just don't quite have the same ring to it.
Am I offering a bloodline trust?" The client has come to me saying, "Can you give us a special bloodline trust?" And you're thinking, "Well, can I? Do I? I don't know." The answer is, if you are preparing a family trust or a testamentary trust where the entitlements are discretionary and the only people who can benefit are the bloodline or lineal descendants of some earmarked people, like your clients or your testator, then that is a bloodline trust.
So, it is just a marketing term for limiting the beneficiaries to not include spouses and going down multiple generations through the lineal descendants of the original primary beneficiaries.
So yeah, they firstly make it very loud and clear that it is trademarked, but then they say, "It's the best way to ensure your hard-earned assets are protected and preserved for the benefit of your spouse, children, and grandchildren.
A bloodline trust is a premium form of family trust where the flow of capital is restricted to your bloodline." Sounds great.
The testamentary discretionary trusts that you prepare with The Art of Estate Planning, if you're excluding spouses as beneficiaries except for, like, your client, the, your testator's spouse, are technically bloodline trusts.
So the same with you might see Dr. Brett Davies promotes his testamentary trust as the three-generation tax-effective trust or the tax-effective three-generation trust.
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