The Estate Planning Dealership: We Offer Different Models of Trusts to Suit Your Individual Needs

Trusts are like cars and trucks; there are all types of makes and models. Examples include, but are not limited to:

1. Revocable Living Trust (RLT)
2. Irrevocable Trusts
3. Simple Trusts; Complex Trusts
4. Intentionally Defective Grantor Trust (IDGT)
5. Charitable Remainder Trust (CRT)
6. Charitable Lead Trust (CLT)
7. Irrevocable Life Insurance Trust (ILIT)
8. Stand-Alone IRA Beneficiary Trust
9. Special Needs Trust (SNT) and Supplemental Needs Trusts (SNT)
10. Discretionary v. Non-Discretionary Trust
11. Medicaid Trust
12. Bypass Trust (B-Trust or Credit Shelter Trust)
13. Qualified Terminal Interest Property Trust (QTIP Trust or marital trust)
14. Dynasty Trust (GST Exempt Trust)
15. Grantor Retained Annuity/ Unitrust Trust (GRAT and GRUT)
16. Spousal Lifetime Access Trust (SLAT)
17. See-Through Trusts (accumulating or conduit)

And even within that universe, there are variations and/or nuances that can take years to understand and implement effectively. A trust is a legal tool, and like any tool, in the hands of the right user it can be a powerful aid. Often we are contacted by people who are certain they need a “trust.” Many don’t, but some do. A trust is not a panacea or cure-all for whatever ails your estate plan. Let us help you make an informed decision.

Driven by Passion, value you love by people you trust: We will find the Trust that fits your estate planning needs!