US Trusts
US trusts with each theme anchored to federal tax, from grantor status to estate and gift tax planning for transfers to the next generation.
Wyoming is one of the premier US jurisdictions for tax-efficient trusts. It offers strong privacy, with no public filing of trust instruments, some of the most protective asset protection trust laws in the United States, no state income tax and long-duration dynasty trusts, making it a natural home for US trusts built for succession.
Succession planning
Tax-driven succession. Federal estate and gift tax planning for transfers to the next generation.
Legacy protection
Tax-aware legacy planning. Grantor or non-grantor status and how the trust and its beneficiaries are taxed over time.
Family governance
Tax-aware governance. Trustee and protector powers drafted so control does not cause unintended estate inclusion or grantor treatment.
Personal asset protection
Asset protection with tax consequences mapped. How protective features affect federal income and estate tax treatment.
Governing documents
Federal tax provisions for trust deeds: domestic or foreign classification, grantor status and distributions.
Continue across Global Foundation & Trust Design
Panama Private Interest Foundations
Panama private interest foundations built on a bespoke charter and regulations, with the foundation council, the protector and the beneficiary classes designed for succession.
Panama Trusts
Panama trusts for the long-term preservation of family wealth, with protector oversight and the order of succession written into the trust deed.
Let’s talk
A single conversation usually clarifies more than a month of research. We engage on a value basis and every introduction begins with a direct, confidential exchange.