Specialty Trusts

Specialty trusts are used in distinct circumstances. They can be used for many things including to provide for spouses, heirs with disabilities, those with a history of financial irresponsibility, and charities. Other uses include to protect the interests of unmarried life partners, for tax-deferral of IRA assets, to care for pets, to ensure proper inheritance of family heirlooms, for real-estate ownership, or many other unique or extraordinary situations.

A list of specialty planning and related trusts includes, but is not limited to:

  • Special or Supplemental Needs Trusts 
  • Marital or Spousal Trusts
  • Estate Planning for Unmarried Life Partners
  • Bypass Trusts
  • Gift-to-Minors Trusts
  • Spendthrift Trusts
  • IRA Trusts
  • Life Insurance Trusts
  • Animal/Pet Trusts
  • Education Trusts
  • Heirloom Trusts
  • Charitable Remainder Trusts

Our trust professionals will work with you and your professional advisors to help you select and tailor the appropriate type of trust for your needs. Contact us today for a free, no-obligation consultation.