Trusts are legal agreements where the client transfers control of assets to a Trustee, who then manages the assets in accordance with the terms and conditions of the Trust agreement. Trusts are used for tax planning, asset protection planning, and general estate planning purposes. Some commonly-used trusts include:

  • Living trust
  • Minors trust
  • Irrevocable Life Insurance Trust (ILIT)
  • Credit-Shelter Trust (CST)
  • Qualified Terminable Interest Trust (QTIP)
  • Qualified Domestic Trust (QDT)

    • Complete our Will Intake Form to being creating your Trust »