Trust Strategies

Fieldpoint Private Trust can establish an exceptionally wide range of trust structures, applying our experience, creativity and the advantages of our South Dakota situs.

Charitable Lead Annuity Trust (CLAT)

If you would like to remove assets from your estate for your children's benefit with a zero of low gift tax, and also make current contributions to charity, then a Charitable Lead Annuity Trust, might be the answer.

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Dynasty Trust

The dynasty trust enables families to protect and accumulate wealth, in ways unlike any other planning technique.

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Spousal Limited Access Trust (SLAT)

Remove over $23 million from your taxable estate while effectively retaining the use of those assets for your family, protecting them from creditors, possibly for perpetuity.

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Charitable Remainder Unitrust (CRUT)

Doing well by doing good: Convert low-basis holdings into a tax-favored income stream and a tax-deductible charitable gift.

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Foreign Trusts

If you are wealthy and worldly, and you are neither a United States citizen nor a resident, the U.S. may just be the world’s greatest tax haven.

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Grantor Retained Annuity Trust (GRAT)

Gift the future growth of assets, potentially free of gift and estate tax, while retaining for yourself the initial value as an annuity stream.

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