Dynasty Trust

"I only wish that I had met you when I first started my dental practice. I received a 2012 tax refund check for the first time in more than 10 years from the IRS and Franchise Tax Board. "

- Dr. Lindsay G. | Testimonial

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.