Revocable Living Trust
You transfer assets to the trust but maintain control and have access to principal and income at any time. Your trustee can provide investment management and administrative support at your request or if you become incapacitated.
Irrevocable and Testamentary Trust
Provides for multigenerational transfer of wealth with professional management of assets using a corporate trustee. Allows you to shelter assets from probate and minimize or eliminate estate and gift taxes.
Established and funded by a family or individual to support nonprofit institutions and charitable causes. Donors maintain control over investment management and grant-making decisions.
May be structured as a charitable remainder trust or charitable lead trust. Designed to benefit both the donor and the designated charitable institution. The current beneficiary receives income from the trust assets for a specified term; the remainder beneficiary receives the assets left in the trust at the end of the payment term.
We can assist in identifying, selecting and coordinating with subject matter experts in specialty businesses such as oil, gas or mineral properties, farms, ranches, real estate, timberlands or arts and collectables.