Select a trust type to begin building your custom document.
An advanced combined trust structure that is non-grantor, irrevocable, complex (may accumulate income), discretionary (trustee decides distributions), and includes spendthrift protections shielding beneficiaries from creditors.
A trust based on equitable ownership principles where the beneficiary holds the full beneficial interest while the trustee holds bare legal title as a nominal custodian.
A trust where income is taxed at the trust or beneficiary level rather than the grantor level โ providing potential tax savings and income shifting benefits for high-income earners.
A private trust established under common law principles of equity and contract โ not created under any statute. Exercises your constitutional right to contract and hold property.
Protect and manage family assets across generations, ensuring your wealth stays within the family and is distributed according to your specific wishes.
Establish an offshore trust in a favorable foreign jurisdiction to achieve maximum asset protection, privacy, and estate planning benefits beyond what domestic trusts can offer.
Shield your personal and business assets from future creditors, lawsuits, and legal judgments while retaining beneficial access to trust assets through an irrevocable structure.
Place assets under complete independent trustee control with no knowledge of specific holdings. Used by public officials and executives to avoid conflicts of interest.
Donate assets to charity while receiving an income stream during your lifetime and an immediate charitable tax deduction. Capital gains are deferred, and estate taxes are reduced.
Protect a beneficiary's inheritance from their own creditors, lawsuits, divorce, and poor financial decisions. The trustee controls when and how much they receive.
Transfer your home to heirs at a fraction of its current value by retaining the right to live in it for a fixed term. If you survive the term, the home passes tax-free.
Protect your home and life savings from Medicaid estate recovery while planning for long-term care costs. Assets transferred 5+ years before applying are fully protected.
Create a perpetual trust that protects wealth for multiple generations โ children, grandchildren, and beyond. Shield assets from estate taxes and creditors for centuries.
Remove life insurance from your taxable estate so the full death benefit passes to your beneficiaries free of estate tax. The trust owns the policy, not you.
Exercise your constitutional rights to contract, hold property, and associate freely through a private trust created under constitutional authority โ not any statute.
A trust based on equitable ownership principles โ the beneficiary holds full beneficial ownership while the trustee holds bare legal title as a nominal custodian.
Operate your business through a non-statutory common law trust. Trustees manage operations; unit holders hold beneficial interests. No incorporation required.
Establish a trust for your church, ministry, or religious organization. Respects religious autonomy, protects sacred property, and supports tax-exempt qualification.
A private trust created purely through contract under common law. Exercise your constitutional right to contract without relying on any statute or government filing.
A recognized business trust structure with certificate holders, trustee management, and limited liability. Available under Massachusetts law or equivalent state statutes.
Conduct business through a non-statutory unincorporated trust organization. Trustees manage the business; certificate holders hold beneficial interests with limited liability.
A completely non-statutory trust organization created by private contract. Absolute separation of legal and equitable title with no government registration required.
Transfer appreciating assets to your heirs at minimal gift tax cost by retaining an annuity stream for a fixed term. If assets outperform the IRS rate, the growth passes tax-free.
Operate your business through a common law trust structure instead of a corporation or LLC. Enjoy flexibility, privacy, and potential tax advantages while avoiding corporate franchise taxes.
Provide financial support for a loved one with disabilities without jeopardizing their government benefits. Supplements (never replaces) Medicaid, SSI, and other means-tested programs.
Permanently transfer assets out of your estate to reduce estate taxes, protect wealth from creditors, and ensure assets are managed for family benefit across generations.
Hold real estate privately โ keep your name off public records, avoid probate on property, and protect land from liens and judgments. Perfect for investors and developers.
Avoid probate, maintain full control of your assets during your lifetime, plan for incapacity, and ensure private, seamless transfer of wealth to your beneficiaries. The most popular trust for estate planning.