Ongoing Trusts

Most trusts are created beyond the need to bypass probate court and distribute assets directly to its beneficiaries.

Ongoing trusts may help mitigate your estate, income, and capital gains taxes; fulfill your philanthropic legacy; protect your assets from creditors; prolong the life of your estate for spendthrift heirs; provide for your special need's dependents; and/or enhance your privacy. These benefits can accrue during your lifetime or well after.

Constraints on time, lack of expertise, unwillingness, family conflicts, and/or multi-generational stewardship demand the use of a professional corporate trustee such as First American Trust.

Personal Trusts

Personal trusts are created by individuals or couples to provide for their beneficiaries. We aid our clients by administering their estate in accordance with the terms of their trust document.

  • Living or Family Trust
  • By-pass or Marital Trust
  • Spousal Lifetime Access Trust (SLAT)
  • Health & Educational Trust (HEET)
  • Grantor Retained Trust (GRAT, GRIT, GRUT)
  • Qualified Personal Residence Trust (QPRT)
  • Asset Protection Trust (APT)
  • Qualified Domestic Trust (QDOT)
  • Irrevocable Life Insurance Trust (ILIT)
  • Generation Skipping Trust (GST)
  • Intentionally Defective Gift Trust (IDGT)
  • Dynasty Trust
  • Qualified Terminable Interest Property Trust (QTIP)

Retirement Accounts

Retirement assets are often substantial assets within your estate. We act on behalf of our clients as custodian and investment agent for their retirement accounts. We aim to fulfill your retirement income needs and ultimate distribution to your designated beneficiaries.

Individual Retirement Accounts (IRAs)

  • Traditional
  • Roth
  • SEP
  • Roll-over
  • Inherited

Retirement Plans

  • 401(k)
  • 403(b)
  • Pensions
  • Deferred Compensation

Charitable Trusts

Many of us desire to leave the world a better place. Philanthropic planning optimizes the tax advantages for donors while making a real difference in our communities. Whether you have determined the charitable recipient today or will decide later, tax benefits can be realized today. We help clients manage their gifted endowments, aid in matchmaking with charitable organizations, or introduce turn-key donor advised fund providers for simple solutions.

  • Charitable Remainder Trusts (CRAT, CRUT)
  • Charitable Lead Trusts (CLAT, CLUT)
  • Family Foundations
  • Donor Advised Funds

Special Needs Trusts

Designed to protect your beneficiary from exclusion from government assistance, special needs trust can provide additional resources and comfort to those most in need. We provide the financial stewardship required to procure the extra support desired, such as accommodated living arrangements, customized transportation, medical care, and life enrichment in accordance with the terms of the trust document and means of the estate.

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