Learning Center

Understand trusts, their components, and which type is right for you.

Trust Types

Simple Living Trust

A revocable living trust is the foundation of most estate plans. You transfer ownership of your assets to the trust while maintaining complete control...

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Family Trust

A family trust is designed specifically for married couples and families with children. It can be structured as a joint trust (both spouses as grantor...

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Pour-Over Will

A pour-over will works in conjunction with your living trust. Any assets that were not transferred to your trust during your lifetime "pour over" into...

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Land Trust

A land trust holds title to real estate, providing privacy and liability protection. The trustee holds legal title while you maintain full beneficial ...

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Business Trust

A business trust separates your business interests from your personal estate planning. It provides succession planning for your business, protects bus...

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Complex Trust Package

A complex trust package includes advanced estate planning strategies for larger estates. It may include multiple sub-trusts, generation-skipping provi...

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Irrevocable Asset Protection Trust

An irrevocable trust removes assets from your ownership—and therefore from the reach of creditors, lawsuits, divorce, and estate taxes. The philosop...

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Complete Estate Package

The complete estate package includes everything you need: a living trust, pour-over will, certificate of trust, property transfer guidance, and comple...

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🏰 Asset Protection Strategies

Advanced strategies for protecting your wealth while maintaining control.

Control Everything, Own Nothing

This powerful estate planning philosophy uses irrevocable trusts to remove assets from your taxable ...

Irrevocable Trust Benefits

An irrevocable trust cannot be modified or revoked by the grantor after creation (with limited excep...

Trust Protector Role

A Trust Protector is an independent party (not the grantor, trustee, or beneficiary) given special p...

👔 Being a Strategic Trustee

Essential knowledge for trustees—or anyone choosing one.

Trustee Duties & Responsibilities

A trustee is a fiduciary—someone legally obligated to act in the best interests of the beneficiari...

Being a Strategic Trustee

A strategic trustee goes beyond basic administration to actively optimize the trust for beneficiarie...

Trustee Best Practices

Successful trustees follow key practices: (1) Keep meticulous records of all transactions and decisi...

📊 Tax Planning Provisions

Understanding the tax clauses that can save your beneficiaries thousands.

Tax Elections Clause

A tax elections clause grants the trustee authority to make various tax-related decisions on behalf ...

Generation-Skipping Transfer (GST) Tax Clause

The GST tax is a federal tax on transfers to grandchildren or other "skip persons" that skip a gener...

Estate Tax Apportionment Clause

This clause determines how estate taxes will be paid—whether from the general estate, from specifi...

Grantor Trust Provisions

Grantor trust provisions ensure the trust is treated as owned by the grantor for income tax purposes...

Charitable Planning Provisions

Charitable provisions allow for tax-deductible gifts to qualified charities, either during life or a...

Marital Deduction / QTIP Provisions

The unlimited marital deduction allows assets to pass to a surviving spouse tax-free. QTIP (Qualifie...

Bypass / Credit Shelter Trust

A bypass trust (also called credit shelter or family trust) holds assets up to the estate tax exempt...

📋 Core Trust Clauses

The fundamental building blocks of every trust.

Spendthrift Clause

A spendthrift clause prevents beneficiaries from assigning, pledging, or selling their interest in t...

Successor Trustee Provisions

Successor trustee provisions specify who will manage the trust if the original trustee can no longer...

Incapacity Provisions

Incapacity provisions define what happens if you (the grantor) become mentally or physically unable ...

Distribution Provisions

Distribution provisions specify how and when trust assets will be distributed to beneficiaries. This...

No-Contest Clause

A no-contest clause (also called an "in terrorem" clause) states that any beneficiary who challenges...

Pour-Over Provisions

Pour-over provisions work with a pour-over will to catch any assets that weren't transferred to the ...

Revocability Clause

This clause establishes that the trust is revocable during the grantor's lifetime, meaning you can m...

Trustee Powers

This section grants specific powers to the trustee to manage trust assets effectively. This includes...

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