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Private Non-Statutory Irrevocable Trusts

A powerful lawful tool that can help protect your assets, reduce taxes, and provide for your loved ones.

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How are Private Trusts Different from Public Entities?

Private Trusts

Private trusts operate under the principles of exclusive equity, a distinct lawful system focused on fairness and individual circumstances. They are not bound by the rules and regulations of public entities.

Public Entities

Public entities operate under established statutes and regulations. They are subject to public scrutiny and oversight. These rules and regulations can be cumbersome and limit flexibility.

The Jurisdiction of Exclusive Equity

Fairness

Equity emphasizes fairness and the equitable distribution of assets, ensuring that all parties are treated justly.

Flexibility

Equity offers more flexibility in tailoring trust arrangements to specific needs and objectives, beyond rigid statutory frameworks.

Individual Circumstances

Equity allows for the consideration of the unique circumstances of each case, ensuring that justice is served in every situation.

Benefits of a Private Trust

1

Asset Protection

A private trust can shield assets from creditors and lawsuits, protecting your wealth for future generations.

2

Tax Advantages

Private trusts are pass through entities not subject to taxes, allowing wealth to transfer more efficiently.

3

Control and Discretion

A private trust grants you greater control over your assets, allowing you to specify how they are managed and distributed.

4

Privacy and Confidentiality

Private trusts are shielded from public scrutiny, ensuring the privacy and confidentiality of your assets and beneficiaries.

Establishing a Private Trust

1

Get Educated

Understand what a trust is and how it works to steward resources.

2

Draft the Trust Agreement

The trust agreement outlines the terms of the trust, including the assets, beneficiaries, and trustee responsibilities.

3

Fund the Trust

Transfer the desired assets into the trust account, establishing the trust corpus for management and distribution.

Managing a Private Trust

Trustee Responsibilities

The trustee manages the trust assets according to the terms of the trust agreement, making investment decisions and distributing funds to beneficiaries.

Beneficiary Rights

Beneficiaries have specific rights under the trust agreement, such as the right to receive distributions, and information about the trust.

Accessing Private Trust Resources

Get Started with a Private Trust Today

Asset Protection

Safeguard your assets from creditors and lawsuits.

Tax Advantages

Reduce taxes and maximize wealth transfer.

Legacy Planning

Provide for your loved ones and ensure your wishes are fulfilled.

Business Development

Organize your affairs in the private, keeping out of restrictions and red tape of public jurisdictions.

Create a vehicle for intergenerational wealth generation and transfer.