Assets held in a dynasty trust are outside of the beneficiary’s estate, meaning they will NOT be subject to the estate tax when your child or beneficiary passes away. This also means that the assets are out of reach from potential creditors such as bankruptcy, a divorcing spouse or a car accident victim.

We have seen several people experience the loss of a loved one while they are in the middle of bankruptcies or other lawsuits. When these things occur simultaneously the results can be devastating, and inheritances can be lost completely. A dynasty trust protects your family after you are gone.

What Are the Benefits of a Dynasty Trust?