Types of Trusts

Trusts can play an important role in the estate planning process, with many types each suited to various client situations and goals. While it is best to work with an estate planning attorney, having a basic understanding of the most common types can help you start the conversation with your clients:

Bar chart icon

Financial Planning

Conversation icon

Advisor Engagement

Seedling icon

Business Development

Wifi icon

IT & Cybersecurity

Line graph icon

Investment Management and Research

Join our Team