Estate Trusts

You work hard. Protect your wealth.

Trusts can be used to manage your estate assets, provide tax reduction and deferral opportunities, fund allowances and endowments for family members, serve as tax-advantaged strategies for charitable gift-giving, provide ownership privacy, and much more.

Here’s how a trust works: you appoint a secure and reliable third party (an individual or a trust company), as your trustee to look after certain assets for the benefit of your beneficiaries. To make the trust legal, you must transfer title or ownership of those assets to the trustee. The trustee in turn invests the assets, manages the growth, and sees that the assets are distributed to beneficiaries according to your instructions.

A trust may operate while you are alive (inter-vivos trust), after your death (testamentary trust), or both, and may be used to ensure that your assets are always managed according to your wishes.

The Burak Hannon Brojde group has the knowledge, resources and team of experts to help you decide what type trust is right for you.