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Private Non-Statutory Irrevocable Trusts
A powerful lawful tool that can help protect your assets, reduce taxes, and provide for your loved ones.
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How are Private Trusts Different from Public Entities?
Private Trusts
Private trusts operate under the principles of exclusive equity, a distinct lawful system focused on fairness and individual circumstances. They are not bound by the rules and regulations of public entities.
Public Entities
Public entities operate under established statutes and regulations. They are subject to public scrutiny and oversight. These rules and regulations can be cumbersome and limit flexibility.
The Jurisdiction of Exclusive Equity
Fairness
Equity emphasizes fairness and the equitable distribution of assets, ensuring that all parties are treated justly.
Flexibility
Equity offers more flexibility in tailoring trust arrangements to specific needs and objectives, beyond rigid statutory frameworks.
Individual Circumstances
Equity allows for the consideration of the unique circumstances of each case, ensuring that justice is served in every situation.
Benefits of a Private Trust

1

Asset Protection
A private trust can shield assets from creditors and lawsuits, protecting your wealth for future generations.

2

Tax Advantages
Private trusts are pass through entities not subject to taxes, allowing wealth to transfer more efficiently.

3

Control and Discretion
A private trust grants you greater control over your assets, allowing you to specify how they are managed and distributed.

4

Privacy and Confidentiality
Private trusts are shielded from public scrutiny, ensuring the privacy and confidentiality of your assets and beneficiaries.
Establishing a Private Trust
1
Get Educated
Understand what a trust is and how it works to steward resources.
2
Draft the Trust Agreement
The trust agreement outlines the terms of the trust, including the assets, beneficiaries, and trustee responsibilities.
3
Fund the Trust
Transfer the desired assets into the trust account, establishing the trust corpus for management and distribution.
Managing a Private Trust
Trustee Responsibilities
The trustee manages the trust assets according to the terms of the trust agreement, making investment decisions and distributing funds to beneficiaries.
Beneficiary Rights
Beneficiaries have specific rights under the trust agreement, such as the right to receive distributions, and information about the trust.
Accessing Private Trust Resources
Get Started with a Private Trust Today
Asset Protection
Safeguard your assets from creditors and lawsuits.
Tax Advantages
Reduce taxes and maximize wealth transfer.
Legacy Planning
Provide for your loved ones and ensure your wishes are fulfilled.
Business Development
Organize your affairs in the private, keeping out of restrictions and red tape of public jurisdictions.
Create a vehicle for intergenerational wealth generation and transfer.