Trust Services

Once an irrevocable trust is created, they cannot be adjusted or changed, even by the people who created them.

This type of trust allows beneficiaries to continue to receive government benefits, such as Medicaid or Supplemental Security Income (SSI).

Trusts for children can help avoid guardianship cases and allow for a child to claim inheritance when they turn 18.  

Designed to offer financial protection during major life changes, such as bankruptcy or divorce. Once in place, it shields the beneficiary from many forms of credit collection and lawsuits.

Gun trusts safeguard an individual’s Second Amendment privileges by providing a secure method to store firearms, preventing seizure or repossession.

CPTs enable married couples to consolidate jointly-owned assets in a trust, preserving equal ownership rights while utilizing the trust’s benefits.

For residents of Tennessee, TISTs provide a legal avenue to protect assets from creditors and evade certain state taxes.

This trust allows an individual to benefit their spouse and descendants separately from the grantor’s estate, offering tax advantages and potential enhancements to the value for beneficiaries.

Establishes and acts as the owner of one or more life insurance policies while the beneficiary is alive. An ILIT cannot be changed once it is established, but it can help beneficiaries avoid certain taxes once inherited.

A strategic trust format aimed at reducing estate taxes by allowing the grantor to retain asset benefits while officially removing them from the estate’s taxable value.