Trust Planning

We know how to effectively utilize trust planning to secure your legacy and ensure your loved ones are cared for accordingly.

Trust planning is one of the most important, yet sometimes overlooked areas of family wealth and estate planning. Whether you are brand new to the concept of trusts or already familiar through your own affairs or those of a family member, we have the experience and expertise to help you assess whether a trust – and which type – should be part of your planning.

We realize that you seek the safety and security of your family, both now and into the future. We know you want to solidify and preserve the legacy you have worked for your entire professional career. But we also know that despite all the details, you want peace of mind for yourself and family. We believe that peace of mind comes from having professionals on your side who truly care about you, your family, your legacy, and your peace of mind.

Irrevocable Trusts

The starting point of advanced planning is often one or more irrevocable trusts. Thankfully, “irrevocable” may not mean all that you assume it means.  We can help you set up trusts that lower your tax liability and protect you and your family from future threats.

Intentionally Defective Grantor Trusts

A powerful planning vehicle, an intentionally defective grantor trust is one type of irrevocable trust that can enable you to secure beneficial estate tax treatment.

Spousal Lifetime Access Trusts

A subset of grantor trusts, a spousal lifetime access trust can achieve similar tax results while maintaining, as the name suggests, some lifetime access.

Grantor Retained Annuity Trusts

Grantor Retained Annuity Trusts do not fit every client situation, but when they do, the results can be significant, and without the use of any gifting exemption.

Income Tax & Estate Tax Planning

Too many good people work their entire lives, hoping to leave something worthwhile, only to have their family watch it swept away by avoidable taxation. We have the tax minimization experience you need to avoid this outcome.

Charitable Trusts

To secure the charitable side of your legacy, we can walk you through the perfect plan for establishing charitable trusts. We can show you how to benefit yourself, your loved ones, and the charities you care about.