ORDERING YOUR SPENDTHRIFT TRUST

INSTRUCTIONS: If the purpose of the Trust is for the protection of your personal estate and assets, then you will want to order a Spendthrift Beneficial Trust.

In addition to your personal estate and assets you also own a business, (ex. S Corp, C Corp, LLC, etc.) you may also benefit from a Business Trust. A Business Trust is a legal instrument that allows you operate a business through a vehicle that permits income to pass through with tax savings. The Business Trust dovetails perfectly with the Beneficial Trust in order to protect all your assets and maximize your tax deferment.

If you're not sure which type of Spendthrift Trust to select, please select "Not Sure" below and we will contact you and review your situation.