Advanced Trust Structures
Our services
Advanced Trust Structures.
Our estate planning services go beyond the basics, offering sophisticated trust solutions tailored to preserve your wealth and minimize tax burdens. We help you establish:
Our services
Advanced Trust Structures to Protect Your Legacy:
Our estate planning services go beyond the basics, offering sophisticated trust solutions tailored to preserve your wealth and minimize tax burdens. We help you establish:
Advanced Trust Structures
Spousal Lifetime Access Trusts (SLATs):
Provide long-term asset protection and estate tax savings while allowing your spouse access to trust assets during their lifetime.
Advanced Trust Structures
Irrevocable Life Insurance Trusts (ILITs):
Keep life insurance proceeds out of your taxable estate and provide for your loved ones tax-efficiently.
Advanced Trust Structures
Grantor Retained Annuity Trusts (GRATs):
Transfer appreciating assets to beneficiaries while minimizing gift taxes.
Advanced Trust Structures
Intentionally Defective Grantor Trusts (IDGTs):
Freeze asset values for estate tax purposes while allowing income to be taxed to the grantor, maximizing wealth transfer.
Advanced Trust Structures
Dynasty Trusts:
Protect your family’s wealth for generations by shielding assets from estate taxes, creditors, and divorce.
Advanced Trust Structures
Charitable Remainder Trusts (CRTs):
Transfer assets to charity while retaining income during your lifetime, reducing estate and capital gains taxes.
Advanced Trust Structures
Charitable Lead Trusts (CLTs):
Provide for charitable organizations during your lifetime or over a specified period, with the remainder going to your beneficiaries, helping reduce estate and gift taxes.
Our services
Advanced Trust Structures:
We’ll help you create a strategy that aligns with your goals — providing security, flexibility, and long-term protection for your loved ones while supporting the causes you care about.