Our Trust and Business Build-Out services balance expertise, compliance rigor, and client expectations. Explore our tiered pricing, designed to be competitive and profitable while ensuring high-quality service for your unique needs. All package prices below reflect a special 35% discount!
For: Clients with straightforward assets (1–2 LLCs, 1–2 properties, no litigation risk).
Includes:
For: Clients with 3–5 entities, multi-state properties, or moderate privacy needs.
Includes:
For: High-net-worth clients (6+ entities, international assets, dynasty trusts).
Includes:
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"A single lawsuit or IRS penalty could cost $50k+; this trust and business structure mitigates that risk for a fraction of the price."
508(c)(1)(A) benefits and robust asset protection strategies tailored to your situation.
Post-setup compliance checks and amendments available, in all tiers.
With our current 35% discount, the Basic Foundation Package offers an incredible entry point.
(Note: In the consideration of generational wealth and tax incentives we're ultimately talking about potentially hundreds of thousands of dollars in savings over the life of the trust. The established value in your legal standing will be beyond question.
Pro Tip: Ask about our 10% discount for referrals or bundled services (e.g., trust + multiple LLC formations) for even greater savings on top of current promotions!
Understanding the nuances of trust formation and business management is key. Here are answers to some frequently asked questions.
Compliance Concerns:
Litigation Risks:
A personal guarantor is an individual who agrees to be personally responsible for a business's debt if the business defaults. This significantly impacts both the individual and potentially the trust:
Choosing a trustee is one of the most critical decisions in trust formation. The trustee holds significant legal and ethical responsibilities (fiduciary duties) to manage the trust assets and carry out its purpose.
This is a critical area where 508(c)(1)(A) trusts differ significantly from private family trusts. The primary "beneficiary" of a 508(c)(1)(A) is its exempt purpose (e.g., religious, charitable, educational). It cannot be set up for the primary private benefit of specific individuals, including family.
It's highly recommended to seek expert legal counsel to navigate these rules, as violations can have severe consequences for the trust's status.
Navigating the world of trusts involves understanding specific legal and financial terms. This glossary provides clear definitions for common terminology.
A section of the Internal Revenue Code that provides mandatory exceptions from the normal 501(c)(3) application process for certain organizations, primarily churches, their integrated auxiliaries, and conventions or associations of churches. These organizations are automatically tax-exempt if they meet the requirements of 501(c)(3) without needing to file Form 1023.
Legal strategies and structures designed to shield an individual's or entity's assets from claims of creditors, lawsuits, or other liabilities, without engaging in concealment or fraudulent transfers.
The person, group of people, or entity (or in the case of charitable trusts like a 508(c)(1)(A), the exempt purpose itself) for whose benefit the trust is created and managed. Their rights and interests are defined in the trust document.
A purpose considered to benefit the public or a sufficiently large segment of the community. Examples include relief of poverty, advancement of education or religion, promotion of health, and governmental or public works.
The act of adhering to all applicable laws, regulations, standards, and internal policies and procedures relevant to trust formation, administration, and any associated business activities.
The assets, such as money, property, or investments, that are transferred into and held by the trust. These assets generate income for the trust.
A long-term trust designed to hold and manage assets for the benefit of multiple generations of a family, often structured to minimize estate taxes and provide asset protection over many decades or even perpetually (where state law allows).
A unique nine-digit number assigned by the Internal Revenue Service (IRS) to business entities (including trusts that operate businesses or have employees) for tax identification purposes.
A legal and ethical obligation of a person or entity (the fiduciary, e.g., a trustee) to act in the best interests of another party (e.g., the trust beneficiaries or exempt purpose). Key duties include loyalty, prudence, impartiality, and accountability.
The individual or entity who creates the trust and transfers assets into it. The grantor establishes the terms and conditions of the trust through the trust document.
The earnings or profits generated by the trust's principal/corpus, such as interest, dividends, rent, or business profits. How this income is distributed or used is governed by the trust document.
An organization that is closely affiliated with a church (or convention/association of churches), is internally supported, and whose principal activity is exclusively religious, furthering the church's mission.
A trust that, once created, generally cannot be altered, amended, or terminated by the grantor. Assets transferred to an irrevocable trust are typically removed from the grantor's taxable estate and may offer greater asset protection.
A U.S. business structure that combines the pass-through taxation of a partnership or sole proprietorship with the limited personal liability of a corporation. LLCs are often held within trusts as a way to operate businesses while protecting other trust assets.
An individual who assumes personal responsibility for repaying a debt or fulfilling an obligation if the primary debtor (often a business) fails to do so. This puts the guarantor's personal assets at risk.
A prohibited activity where an insider of a tax-exempt organization (like a trustee, director, or key employee) receives an unreasonable benefit from the organization's earnings or assets. This can jeopardize the organization's tax-exempt status.
A rule that tax-exempt organizations must not be operated for the substantial private benefit of any individual or non-charitable entity. This is broader than private inurement and applies even if the beneficiary is not an insider.
A trust that the grantor can change, amend, or terminate during their lifetime. Assets in a revocable trust are still considered part of the grantor's estate for tax purposes and generally offer less asset protection than irrevocable trusts.
A provision within a trust document that restricts a beneficiary's ability to transfer their interest in the trust and protects that interest from the beneficiary's creditors.
An individual or entity designated in the trust document to take over the trustee's responsibilities if the current trustee resigns, dies, becomes incapacitated, or is removed.
The process of examining public records to confirm the legal ownership of a property (real estate) and to identify any liens, encumbrances, or defects in the title.
The legally binding written instrument that creates the trust and outlines its terms, including the identity of the grantor, trustee(s), and beneficiaries (or purpose); the powers and duties of the trustee; how assets are to be managed and distributed; and the duration of the trust.
The individual, group of individuals, or entity (like a trust company) appointed to hold legal title to and manage the trust assets for the benefit of the beneficiaries, according to the terms of the trust document and applicable law. They have significant fiduciary duties.
A search of public records filed under the Uniform Commercial Code (UCC) to discover if any creditors have registered a security interest (a lien) against specific items of personal property (not real estate) owned by an individual or business.
A federal tax imposed on the net income generated by a tax-exempt organization from any trade or business activity that is regularly carried on and not substantially related to its exempt purposes.