Advanced Trust Planning

Advanced Trust Strategies for Wealth Preservation and Legacy Control

Our firm helps high-net-worth individuals and families utilize sophisticated trust structures to protect assets, minimize taxes, and transfer wealth efficiently across generations.

Comprehensive Advanced Trust Services

• Irrevocable Trusts
  • Intentionally Defective Grantor Trusts (IDGTs)
  • Spousal Lifetime Access Trusts (SLATs)
  • Grantor Retained Annuity Trusts (GRATs)
  • Irrevocable Life Insurance Trusts (ILITs)
  • Qualified Personal Residence Trusts (QPRTs)
• Business Succession Trusts
  • Trusts for family-owned businesses or LLC interest
  • Voting and non-voting stock arrangements
  • Assignments of business interest to trusts
  • Succession planning for businesses

Why choose advanced trust planning?: Advanced trusts provide the framework for proactive estate management, tax efficiency, asset protection, and intergenerational wealth transfer.