What Is a Trust?

Understand how trusts work, why they matter, and how they can help you protect your assets, maintain privacy, and control how your wealth is transferred.

TRUST EDUCATION

Understanding Trusts

A trust is a legal arrangement where assets are held and managed by one party (the trustee) for the benefit of another (the beneficiary). Trusts are widely used in estate planning to ensure that wealth is protected, managed efficiently, and transferred according to your wishes.

Trusts provide a structured way to manage assets both during your lifetime and after, giving you control, privacy, and long-term financial security.

  • • Real estate properties
  • • Investments and financial accounts
  • • Business ownership interests
  • • Digital assets and cryptocurrency
  • • Family wealth and personal valuables
  • • Avoid probate and delays
  • • Maintain privacy over your estate
  • • Control how and when assets are distributed
  • • Protect assets from potential risks
  • • Enable smooth multi-generational wealth transfer
Revocable Trust

A revocable trust allows you to maintain control of your assets and make changes during your lifetime. It is commonly used for estate organization and probate avoidance.

Irrevocable Trust

An irrevocable trust is designed for advanced asset protection and long-term planning. Once assets are placed into it, they are typically removed from personal ownership.

A trust involves three key roles:

  • • Grantor – The person who creates the trust
  • • Trustee – The person or entity managing the trust
  • • Beneficiary – The person receiving the benefits

The trust document outlines how assets are managed, distributed, and protected over time.

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