Trust Education · Structure · Stewardship
Your wealth deserves structure. Your legacy deserves a plan.
Discover how trusts can help organize ownership, manage assets, establish succession plans, and support long-term financial stewardship.
Begin with intent
What are you trying to accomplish?
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The library
Twenty structures, clearly explained
Legal structure
Revocable Living Trust
A trust created during life that the grantor can generally amend or revoke.
Legal structure
Irrevocable Trust
A trust that generally cannot be changed or revoked by the grantor once established.
Legal structure
Testamentary Trust
A trust created by a will that takes effect after death.
Descriptive label
Family Trust
A descriptive term for a trust benefiting family members; not a distinct legal form.
Legal structure
Business Trust
A trust arrangement used to own or operate business property, depending on state law.
Descriptive label
Investment Trust
A trust holding investment assets; distinct from regulated investment products.
Legal structure
Charitable Trust
A trust benefiting charitable purposes, such as CRTs and CLTs.
Legal structure
Special Needs Trust
A trust supporting a person with disabilities while considering public benefits eligibility.
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