top of page

Beneficiary Defective
Inheritor's Trust


Reduce estate tax exposure.


Add layer of creditor protection.


Empowered to manage assets and replace trustee(s).


Benefit from the the trust.


Obtain trust owned life insurance.

Case Study

Bob and Linda started a successful company that is expected to accelerate in value over the next 10 years.  With their children in mind, they want to develop a plan that minimizes the impact of estate taxes.  While sensitive to tax, Bob and Linda want to ensure they can continue to benefit from the business so as not to disrupt their lifestyle.  Further, they want to retain control over the company.

Get in Touch

This is a Paragraph. Click on "Edit Text" or double click on the text box to start editing the content.

bottom of page