Confidential Trust Estate Plans

What is a Confidential Trust Estate Plan?

A Confidential Trust Estate Plan is a legal arrangement that allows you to manage your
assets and estate in a private and secure manner. Unlike traditional estate plans, a
confidential trust ensures that your financial matters remain private, shielding them from
public scrutiny and potential legal challenges. It also protects from various heirs knowing
what other heirs receive as part of your estate plan.

Key Benefits

1. Privacy Protection: Your estate details, beneficiaries, and asset distribution remain confidential, protecting your family’s financial matters from public disclosure.
2. Efficient Management: Ensure smooth and efficient management of your estate by appointing a trusted trustee to oversee your assets according to your wishes.
3. Flexibility and Control: Maintain control over your assets during your lifetime, with the ability to make changes as needed.

How Does It Work?

1. Establishing the Trust: Our experienced attorneys will work with you to create a customized trust that aligns with your unique needs and goals.
2. Funding the Trust: Transfer your assets into the trust to ensure they are managed and distributed according to your wishes.
3. Appointing a Trustee: Choose a reliable trustee who will manage the trust and ensure your directives are followed.
4. Maintaining Confidentiality: The trust document and its terms remain private, protecting your estate from public disclosure.