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Specialty Trusts

Overview

Whether you are interested in minimizing taxes, passing assets down through the generations of your family, or providing asset protection for your loved ones, we can implement a variety of Trusts that can assist you in achieving your goals.

An example of some of the various trusts that we can discuss and implement are:

  • Special Needs Trusts
  • QTIP (Qualified Terminable Interest Property) Trusts
  • Credit Shelter Trusts
  • Disclaimer Trusts
  • Generation Skipping Trusts; and
  • Dynasty Trusts

Please call us at (301) 251-1180 or submit an online inquiry.