Protect Your Legacy with a Trust

What is a Trust?

A trust is a legal arrangement where one party (the trustee) holds and manages property for the benefit of another (the beneficiary). The person who creates the trust is called the grantor or settlor.

Unlike a will, which only takes effect after death and must go through probate, a trust can provide immediate benefits and seamless transfer of assets.

Why Everyone Needs a Trust

• Avoid Probate - Save time and money by bypassing the court process
• Privacy - Trusts aren't public record like wills
• Asset Protection - Shield assets from creditors and lawsuits
• Control - Specify exactly how and when assets are distributed
• Minor Children - Provide for children without court involvement
• Incapacity Planning - Manage your affairs if you become unable to

Simple Living Trust

Perfect for individuals wanting to avoid probate and maintain privacy.

Family Trust

Ideal for married couples and families with children.

Pour-Over Will

Catches any assets not transferred to your trust.

Land Trust

Hold real estate privately and protect from liability.

Business Trust

Protect business assets and plan succession.

Complex Trust Package

Advanced planning for larger estates.

Irrevocable Asset Protection Trust

Complete Estate Package

Complete set: Living Trust, Pour-Over Will, and more.

Dynasty Trust

Spousal Lifetime Access Trust (SLAT)

Irrevocable Life Insurance Trust (ILIT)

Domestic Asset Protection Trust (DAPT)

Medicaid Asset Protection Trust (MAPT)

Special Needs Trust (SNT)

Grantor Retained Annuity Trust (GRAT)

Qualified Personal Residence Trust (QPRT)

Deferred Sales Trust (IRC 453)

SLAT

Spousal Lifetime Access Trust — protects assets from estate tax while your spouse retains access.

ILIT

Irrevocable Life Insurance Trust — removes life insurance proceeds from your taxable estate.

DAPT

Domestic Asset Protection Trust — strongest creditor protection where you are both grantor and beneficiary.

MAPT

Medicaid Asset Protection Trust — protect assets while qualifying for Medicaid long-term care coverage.

SNT

Special Needs Trust — provide for loved ones with disabilities without affecting their government benefits.

GRAT

Grantor Retained Annuity Trust — transfer appreciating assets to heirs with minimal or zero gift tax.

QPRT

Qualified Personal Residence Trust — transfer your home out of your estate at a deeply discounted value.

DST (Section 453)

Deferred Sales Trust — defer capital gains taxes on crypto, real estate, business sales, and more.