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API Legacy Trust

Secure your Future: Long-term Generational Planning

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How it works: A Legacy trust is a type of trust specifically designed to allow assets to be used for the benefit of multiple generations, while keeping the assets out of the grantor's and the beneficiaries' "taxable estates". The generally accepted time period of a Legacy Trust is 99 years + 21 years after the last beneficiary.

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$3,750 API Legacy Trust Benefits:

Tax Advantages: Only after funds and/or assets are transferred into the Trust, can beneficiaries pass them to the next generation without those assets being subject to estate, GST, or gift taxes.

Asset Protection: A Legacy trust also protects assets for a long(er) duration of time. Creditors and Divorce courts cannot go after the assets held within the trust.

Irrevocable: A Legacy Trust is an irrevocable trust, meaning it cannot be changed or revoked. You, as the grantor, will have the ability to set the rules. Once the trust is completed, it cannot be altered. It is critical to make sure your trust is setup very carefully.

A Trust for the Future: Some states have lifted the rule against perpetuities meaning that some trusts can last more than one generation.

The Legacy Trust is a great tool for multi-generational wealth, but does require a great deal of planning for future needs.

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