We specialize in managing various assets through trusts, from money to land and investments. Our team is experienced in determining the most suitable trust structure for each type of asset.
- Arrange for minor children, individuals with health concerns, avoidance of outright inheritance of a lump sum so that funds can be monitored and used for particular purposes as desired.
- Dynasty trust planning to avoid future generation estate inclusion of inherited assets and provide creditor and asset protection structures for beneficiaries.
- Serve directly as Trustee of trusts.