For affluent individuals, irrevocable trusts have long been an effective vehicle
for passing on wealth to future generations.

• Our specialized, copyrighted, irrevocable Trust is an important financial planning tool for minimizing estate taxes.
• It also offers a unique ability to transfer to future generations the values that guided the trust’s creator.
• Passing on personal values through irrevocable trusts may also include a family’s philanthropic goals.

Since assets placed in an irrevocable trust aren’t considered part of a taxable estate, their value doesn’t count against the federal estate tax exclusion. Accordingly, our unique irrevocable trust is an important financial planning tool for mitigating estate taxes due to the waterfall effect created as the Trust passes from one generation to another.

Multi-generational trusts are also useful in sheltering assets in divorce settlements and from creditors and can last 100’s of years. But the potential benefits of the Platinum Vault Trust extend far beyond simple dollars and cents. For a growing number of Americans, an equally appealing aspect of our Trust lies in its unique ability to transfer to succeeding generations the values that guided the trust’s creator.

Such as “control from the grave” is possible because our Trust can be drafted to provide a high degree of specificity regarding how, when and under what circumstances trust assets may be dispersed.