Wills and Trusts
Trust Structures That Work With Your Cap Table
Trust Structures That Work With Your Cap Table
Trusts are more than estate planning tools — for entrepreneurs and investors, they are powerful vehicles for asset protection, tax efficiency, and legacy planning. From simple revocable trusts to advanced strategies like SLATs, IDGTs, and GRATs, the right trust can help protect wealth, reduce taxes, and plan for liquidity events.
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Revocable trusts allow control but limited protection; irrevocable trusts give stronger asset protection and tax benefits.
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Yes — if structured properly, SLATs can preserve QSBS status and offer significant tax advantages.
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Nevada, Delaware, South Dakota, and Alaska are the most favorable jurisdictions.