Trust Education

Understanding trust structures is essential for properly organizing assets and planning for the future.

This section provides clear, simplified explanations of key trust concepts so you can build a strong foundation before structuring your trust.

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Select a topic below to learn the fundamentals of trust structures and how each role functions within a properly organized framework.

Grantor vs Trustee vs Beneficiary

  Trust structures typically involve three primary roles: the grantor, the trustee, and the beneficiary. The grantor is the individual who establishes the trust and defines the framework under which...

What Does a Trustee Do?

  A trustee is the individual or entity responsible for administering and managing the property held within a trust structure. The trustee’s role generally involves overseeing trust assets and carrying...

Why Families Use Trusts Instead of Wills

  Families often explore trust structures when considering how assets may be organized and managed over time. While wills are commonly used to express how assets should be distributed, trusts...

What Is a Trust?

  A trust is a structured arrangement used to organize and manage assets according to specific instructions. Trusts are commonly used to create a framework for how property, financial interests,...
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