Purposeful Trusts

A FAST is a values-based irrevocable trust designed to support educational, relational, and experiental family goals. It can be a wonderful tool to help families achieve long-term economic stability and sustainability, and to fund family meetings.

A Farm Preservation Trust is a financial arrangement aimed at protecting agricultural land from development, ensuring it remains available for farming. This trust often provides funding or incentives to farmers to maintain their land and sustainable practices, preserving rural landscapes and food production.

An Endowed Charitable Trust is a fund established to provide financial support for a specific charitable purpose, with the principal amount invested to generate income over time. This income is then used to fund grants or initiatives, ensuring ongoing support for the designated cause.

A Generational Weighted Values-Based Trust prioritizes the distribution of assets based on the values and needs of different generations within a family or organization. This type of trust aims to align financial support with the evolving goals and principles of successive generations, fostering long-term stewardship and engagement. 

A Family Bank Trust is a flexible trust that supports personal development, family vision, and strategic giving. It allows family members to pool resources and provide loans or financial support to one another, often to fund education, business ventures, or other signficant expenses. 

A super ILIT is a life insurance trust structured to align distributions with your family's mission and values. It allows for the tax-efficient transfer of wealth to beneficiaries while integrating charitable intentions and the family's guiding principles into the trust's management and distributions.

An AP trust is a legal structure designed to safeguard a family's assets from creditors, lawsuits, or financial risks while also reflecting the family's values and philanthropic goals. This trust allows for strategic management and distribution of assets, ensuring both protection and alignment with the family's principles.

A Family Heritage trust is designed to preserve and pass down a family's cultural, ethical, and historical values through its financial assets. It ensures that the management and distribution of wealth aligns with the family's legacy, fostering a strong sense of identity and responsibility among future generations. 

A Homestead Preservation trust is a legal arrangement that aims to protect a family's legacy residential property and preserve it for future generations, aligning with the family's values around home and heritage. This trust helps ensure that the property remains within the family, safeguarding it from creditors or external claims while promoting long-term stability and connection to their roots.

A Special Needs Trust is designed to provide financial suppport for individuals with disabilities while preserving their eligibility for government benefits. This trust ensures that the individual's needs are met in alignment with the family's values, promoting independence and quality of life without jeopardizing essential assistance programs. 

Floating Spouse Trusts are designed to provide financial support to a surviving spouse while maintaining the flexibility to adapt to changing family circumstances and values. This type of trust ensures that the surviving spouse has access to resources while preserving the principal for future generations, reflecting the family's long-term goals and values.