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Specialty Trust

Designed for unique family situations requiring extra care

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Our specialty trusts are designed for unique family situations that require extra care and control. Whether you're protecting a loved one with special needs, planning for a blended family, or structuring assets for charitable giving, our specialty trusts provide the precision and flexibility your situation demands.

What's Included

  • Special Needs Trusts
  • Charitable Remainder Trusts
  • Irrevocable Life Insurance Trusts (ILIT)
  • Qualified Personal Residence Trusts (QPRT)
  • Generation-Skipping Trusts