Our Trust Solutions

Explore our comprehensive range of trust services designed to meet your specific wealth management, tax planning, and asset protection needs.

QPRT Trust

A Qualified Personal Residence Trust lets you transfer your home into a trust while still living in it for a set time. This helps reduce estate taxes and pass real estate to heirs more efficiently.

  • Lower estate/gift taxes
  • Keep property use
  • Pass real estate efficiently

NING Trust

A Nevada Incomplete Gift Non-Grantor Trust provides potential state income tax savings. It also offers strong asset protection, making it a popular choice for residents of high-tax states.

  • Potential tax savings
  • Strong asset protection
  • Flexible planning

Non Grantor Trust

With a Non-Grantor Trust, income is taxed at the trust level instead of the grantor’s. This structure supports privacy, tax planning, and more flexible wealth management.

  • Income taxed at trust level
  • Enhanced privacy
  • Flexible wealth strategies

Dynasty Trust

A Dynasty Trust preserves wealth across multiple generations. It minimizes estate and gift taxes while ensuring long-term financial security for your family.

  • Multi-generation planning
  • Tax-efficient transfers
  • Legacy protection

Directed Trustee

A Directed Trustee separates investment and administrative duties for added flexibility. You maintain control of investments while we oversee administration and compliance.

  • Divide investment and administrative duties
  • Flexibility in selecting investment advisors
  • Fiduciary oversight with transparency

Irrevocable Asset Protection Trust

Designed to shield wealth from creditors and lawsuits, an irrevocable trust offers robust protection while still allowing flexibility in estate planning.

  • Protect assets from future claims
  • Preserve wealth for heirs
  • Provide long-term security and peace of mind

Advantages of a Trust

Trusts offer numerous benefits, from asset protection to tax savings and estate planning flexibility. They ensure your legacy is preserved according to your wishes.

  • Avoid probate and maintain privacy
  • Minimize estate and gift taxes
  • Provide continuity for beneficiaries

Different Types of Trusts

From revocable living trusts to specialized Nevada asset protection trusts, our team will help you understand and choose the right structure for your goals.

  • Revocable vs. Irrevocable
  • Nevada Domestic Asset Protection Trusts (DAPTs)
  • Charitable and Special Needs Trusts