Unlock Your Trust’s Potential
We Maximize Your Trust with Expert Management
Managing a trust effectively requires a unique combination of professional administration and strategic investment management. We specialize in providing expert investment advisory services that work in seamless partnership with corporate trust firms. This model ensures the legal and administrative aspects of your trust are handled with precision, while your assets are actively managed to pursue your financial goals.
Corporate Trust Services
Why We Align with Leading Corporate Trust Companies
Our partnership model gives you the best of both worlds: the administrative expertise of a corporate trustee and the dedicated investment management of an independent advisor. We partner with a variety of firms to find the best fit for your specific needs, including Charles Schwab Trust Company of Delaware and Wealth Advisors Trust Group.
- The Independent Advantage: Unlike traditional bank-managed trusts, our approach separates investment management from trust administration. This allows us to focus on a flexible investment strategy with the potential for higher income yield, while the corporate trustee handles all the legal and administrative complexities.
- A Tailored Approach: We are not limited to one firm. By working with both Charles Schwab Trust Company of Delaware (based in Delaware) and the Wealth Advisors Trust Group (based in South Dakota), we can leverage the unique, advantageous trust laws of different states to best suit your situation.
The Advantages of Delaware Trusts
Delaware is one of the most trusted states for establishing or moving a trust. With its business-friendly laws and strong track record, it offers benefits you won’t find in many other states.
Why Delaware?
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Flexible management – Investment management can be separated from trust administration. Advisors keep control of investments, while the trustee handles administration.
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Tax savings – No state fiduciary income tax on trusts for non-resident beneficiaries, which can mean significant savings on capital gains.
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Unlimited duration – Delaware allows “dynasty trusts” that can last for generations, unlike many states with strict time limits.
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Fair distribution options – Total Return Unitrusts (TRUs) help balance current beneficiaries’ needs with future growth.
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Asset protection – Strong safeguards against creditors, even for self-settled trusts.
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Confidentiality – No public filings or disclosures, helping keep family and financial matters private.
Working with Charles Schwab Trust Company of Delaware (CSTCD):
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CSTCD provides Administrative Trustee Services, handling all fiduciary tasks so advisors can focus on investment management.
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Benefits include consolidated reporting, professional administration, and access to a wide range of investment choices.
The Advantages of South Dakota Trusts
When you partner with a South Dakota trust, you’re choosing one of the most advanced, flexible, and protective trust jurisdictions in the U.S. Here are key advantages of using South Dakota trust law and working with a trust based there:
Key Benefits of Wealth Advisors Trust Company
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Privacy
Trust documents in South Dakota are not required to be filed publicly. Changes or updates don’t need to be submitted to any court.
This strong confidentiality is rare — for example, Delaware’s privacy rules are less favorable in comparison.
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Dynastic (Perpetual) Features
South Dakota allows trusts to exist in perpetuity (they never have to end).
“Directed” or “delegated” trusts are permitted, meaning the trust creator can define roles for family members or outside advisors (investment, distribution, etc.), while the trustee handles administration.
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Taxation Advantages
Assets held in trust in South Dakota are exempt from state income tax and state capital gains tax under state law.
Why Work with a South Dakota Trust Company
You gain access to modern trust statutes that are reviewed and updated regularly — the legislature meets every year. This means the law remains current and responsive to changes in financial, tax, and estate planning landscapes.
Because of its strong asset protection features, including self-settled trusts (where the settlor is also a beneficiary), and protections against creditor claims in many situations, a South Dakota trust offers greater security.
Why Trust Us?
Transferring existing Irrevocable Trusts
Clients seeking to Replace their Current Corporate Trustee
- Beneficiaries of existing trusts unhappy with service, performance and fees
- Clients who wish to consolidate assets with their RIA of choice
- Existing trusts can be moved, and irrevocable trusts can be modified
Review of Trust and Analysis of the Steps to Transfer
- Review Request Form, Trust Document,Asset Statement
- Roadblocks to moving trust
- Available methods of changing the corporate trustee
- Available methods of modifying the trust document
Modifying an Existing Irrevocable Trust
- Any trust can be modified with consenting interested parties
- Non-Judicial Modification Agreement – Local or Delaware
- Alternatives: Decanting, Merger, or court action
Quick & Easy
Thanks for having an easy and user-friendly method of creating a Trust. We’ve been considering doing this for a while, but finally we did it. We did it at our own pace with no rush or pressure. We have peace of mind now that our family will be taken care of if we are no longer able to be present for them. I will recommend Trust and Will to my family members and colleagues at work without any reservations.
The Trust&Will team was helpful, their intuitiveness and support throughout the process was much appreciated. And now I have a comprehensive, signed and notarized estate plan, and it is a load off my mind. Cannot thank Trust & Will enough!