Dynasty Trust

"You and your team did an exemplary job with my request. I also wanted to thank you for your attention to detail, and going beyond the scope of our discussion.  I'm impressed with the friendly professionalism the staff has displayed in the short time I've been a client, and together with my father's vote of confidence in your firm,  DL has already far exceeded any expectations I may have had. "

- Rhonda F. | Testimonials

A Dynasty Trust is an irrevocable trust that is not subject to estate taxes for as long as state law allows. If drafted properly, it can also protect from the creditors, divorcing spouses and bankruptcies of the trust beneficiaries. Essentially, it is a long-term estate tax avoidance tool and asset protection tool. Instead of making a gift outright to reduce the wealth in an estate, it is a type of protective trust which continues to hold property in trust for the benefit of succeeding generations.


Contact

  • 916.797.7436
  • Toll-Free 866.277.8201
  • 2281 Lava Ridge Court, Suite 200
  • Roseville, California 95661

Members of

  • WealthCounsel
  • WealthCounsel
  • WealthCounsel

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