The Red River Trust — origin, vendor, and legal history
Deep-research synthesis (run wr3x8o1be, 2026-07-05; 14 confirmed claims,
3-vote adversarial verification). This traces a reviewed trust instrument's
underlying copyrighted format — stamped on every page
"Red River Trust Copyright Trust Format © Registration/Serial Number: 119175".
⚠️ This documents what the format is and where it comes from. The tax theory it sells has been formally rejected by the IRS (see §4). Do not treat any of this as an endorsement.
1. Where you can get it (the vendor)
Red River Spendthrift Trust, Arlington, TX — the direct distribution channel.
- Vendor profile + product listing on Alignable:
https://www.alignable.com/arlington-tx/red-river-spendthrift-trustand.../red-river-spendthrift-trust/red-river-spendthrift-trust-book(both return HTTP 429 to automated fetchers; content confirmed via search-engine-indexed snippets of those exact URLs). - Promoter: Jim (James) Blakeman — 1807 Mossy Oak Street, Arlington, TX 76012 · 817-874-4431 · "GEP MARKETING TRUST@GMAIL.COM" (as listed).
- The listing pitches the product in the genre's signature boilerplate: an attorney-written "Non-Grantor Irrevocable Complex DISCRETIONARY Spendthrift Trust when activated," sold with two attorney opinion letters, claimed to work identically in every state "as it is a federal law."
It is sold as a book/binder package, not a free download. No free, authoritative copy of the Red River template exists online; the public record is primarily marketing, recorded instances, copyright records, and litigation.
2. Who's really behind it — the "Master's" family
The Red River format is not original; it's a branch of the Master's Spendthrift Trust copyrighted-trust family (Houston, TX / "Masters Copyrights LLC"), the genre's originator. The tell is structural: both use the distinctive "Compliance Overseer" office (a third party who can add/remove trustees and change beneficiaries) — a hallmark the Master's product claims it invented in 1999.
Related/sibling vendors selling the same IRC-§643 boilerplate (all "copyrighted
1999–2000, updated 2012," all Texas-centered):
- themasterstrust.org / mymasterstrust.com — "The Irrevocable, Non-Grantor,
Complex, Discretionary Trust with Spendthrift Provisions" (Masters Copyrights LLC).
- geptrust.com (Global Estate Planning) — sold through Benson Financial LLC, Houston.
- mastersbat.com (Masters' Business Alliance Trust) — 817-389-7722; had eight
free "trust report" PDFs at /trust-info-downloads/ (marketing, not templates).
3. The copyright fight (Red River was sued for this exact format)
There was federal copyright litigation naming Red River Trust as defendant, brought by the Master's Spendthrift Trust — i.e. the parent product accused Red River of copying its trust forms:
- The Master's Spendthrift Trust v. Red River Trust, Resource Management Trust, JimRon Trust, et al., No. 3:12-cv-04404, N.D. Tex. (filed Nov 1, 2012; Judge Jorge A. Solis); cause: 17 U.S.C. copyright infringement. (dockets.justia.com/docket/texas/txndce/3:2012cv04404/224877)
- A companion/refiled case, No. 3:13-cv-01176, N.D. Tex. (filed Mar 19, 2013), nature-of-suit 820 Copyright. (courtlistener.com/docket/13083496/...)
- Haynes Boone defended the Red River side.
- Outcome: no merits ruling — the parties stipulated to dismissal on June 24, 2014 [unverified on exact date; docket-derived]. So no court ever decided whether Red River actually infringed — but the suit confirms Red River is a derivative of the Master's format, and names its principals: James Blakeman and Rhonda Blakeman (with the JimRon and Resource Management trusts) [defendant identities: unverified/docket-derived].
4. Why the format is dangerous — IRS has formally rejected it
IRS Chief Counsel memo AM 2023-006 (dated Aug 9, 2023; released Aug 18, 2023)
targets this exact product genre by name — the marketed "Non-Grantor,
Irrevocable, Complex, Discretionary, Spendthrift Trust" — and concludes it
misreads IRC §643 to try to remove trust income from current taxation.
Key points from the memo (irs.gov/pub/lanoa/am-2023-006-508v.pdf):
- The §643 theory does not work; income assigned to corpus is still taxable.
- The IRS expressly notes some promoters market the trust as "copyrighted," and clarifies that this is just a model form being sold or licensed — not a tax or legal characteristic. (I.e. the "© Registration/Serial Number: 119175" stamp on a reviewed binder confers zero tax effect.)
- It describes the Compliance Overseer mechanism specifically.
This means the narrow “1099 active income” or capital-gains-to-corpus position marketed with some versions faces a direct IRS challenge. That is a material, fact-specific tax risk to flag when the theory is actually claimed. It does not establish that every irrevocable non-grantor discretionary spendthrift trust is invalid, or that trustees following ordinary trust-tax rules receive the same treatment.
5. The copyright registration — checked against USCO records (2026-07-09)
Searched the U.S. Copyright Office Public Records System (CPRS),
publicrecords.copyright.gov, directly:
- "119175" is NOT a U.S. Copyright Office registration. Searching the number returns a single, unrelated hit — a 1979 Frigidaire service-parts recordation (Doc. V1731P036). So the "Registration/Serial Number: 119175" stamped on every Red River binder page is the vendor's internal serial number, not a federal copyright registration. It confers nothing.
- "Red River Trust" is not registered in its own name — a keyword search returns only music (Glenn Frey / Jack Tempchin's "Red River" catalog) and unrelated river-titled works. No Red River trust format is registered.
- The parent "Master's Spendthrift Trust" DOES hold real registrations, all Texas unpublished literary Text works, claimant "The Master's Spendthrift Trust":
- TXu001738894 (2008-09-02) — "Continuous Electrical Equalization Operational Software"
- TXu001857471 (2012-09-28) — "Energy Panel Technical Data… and Related Materials and Designs"
- TXu001981725 (2015-04-13) — "Settlement Agreement and Release of Lien/Waiver"
- Recordation V9918D323 (2015-11-18), an assignment: Party 1 Master's Spendthrift Trust a.k.a. Master's Trust → Party 2 Jimron Spendthrift Trust ("Continuous operational software & 3 other titles").
The last item is the smoking gun tying the family together: "Jimron" is the JimRon Trust — a co-defendant alongside Red River in the Master's v. Red River copyright suit (§3). So the genuine federal copyrights in this genre belong to the Master's line (registered 2008–2015), the Red River binder rides on a non-USCO internal "©119175" serial, and CPRS documents an assignment between the Master's and Jimron/Red River entities. Bottom line: the reviewed "©119175" stamp is marketing, not a copyright registration.
Bottom line for you
- Source of the Red River format: Jim Blakeman / "Red River Spendthrift Trust," Arlington TX — a paid binder, no legitimate free copy online.
- What it actually is: a derivative of the Houston "Master's Spendthrift Trust" copyrighted-trust product (§643 "spendthrift trust" genre).
- Legal status: the format was itself sued over copyright (dismissed, no ruling), and the whole genre's tax theory was repudiated by the IRS in 2023.
- The authoritative drafting source is the complete purchased/executed instrument, not vendor marketing or the internal “©119175” serial.
Sources
- Alignable vendor + product listing (Red River Spendthrift Trust, Arlington TX)
- dockets.justia.com 3:2012cv04404 · courtlistener.com 13083496 (3:13-cv-01176)
- haynesboone.com representative-matters (Master's v. Red River)
- irs.gov/pub/lanoa/am-2023-006-508v.pdf (Chief Counsel AM 2023-006)
- themasterstrust.org · mymasterstrust.com · geptrust.com · mastersbat.com
- copyright.gov/public-records/ (CPRS)