An Overview of Advanced Trusts

Trusts for Asset Protection, Legacy Planning and Estate Tax Reduction

Here you'll find quick links to all types of trusts that are used for estate planning beyond your basic Revocable Living Trust. Follow these links to learn more:

AB Trusts

Buildup Equity Retirement Trusts, or BERTs

Charitable Lead Trusts, or CLTs

Charitable Remainder Annuity Trusts, or CRATs

Charitable Remainder Unitrusts, or CRUTs

Generation Skipping Trusts or Dynasty Trusts

Grantor Retained Annuity Trusts, or GRATs

IRA Trusts

Irrevocable Life Insurance Trusts, Life Insurance Trusts, or ILITs

Lifetime Trusts for Beneficiaries

Qualified Domestic Trusts, or QDOTs

Qualified Personal Residence Trusts, or QPRTs

Special Needs Trusts