Alta Trust has a wide range of additional sophisticated trust strategies that can be used in tandem with or instead of the trusts discussed. Each client’s situation is unique, and the strategies presented always match their needs and goals.
- Grantor Retained Annuity Trust (GRAT) – Cascading
- Direct-Indexed Grantor Retained Annuity Trust (Direct-Index GRAT) – Cascading
- First Party / Self-Settled Special Needs Trust / Supplemental Needs Trust (First Party SNT)
- Third Party Special Needs Trust / Supplemental Needs Trust (Third Party SNT)
- Intentionally Defective Grantor Trust (IDGT)
- State and Local Tax Nongrantor Trusts (SALT)
- 2503(c) Children’s Trust
The Alta Trust Estate Planning team is among the nation’s leading experts on personal trusts and uses their expertise to deliver optimal trust solutions.
The right solution often involves more than one type of trust working together.
At Alta, we bring the fiduciary expertise, operational clarity, and a client-first approach to design a solution that truly fits you or your clients’ needs. Let’s make it simple.
SCHEDULE A CONSULTATION
