OUR SERVICES

Strategic Trust Structures for Protection, Compliance, and Generational Wealth

At Legacy Wealth Structures, we help families, professionals, and business owners secure their wealth with private, irrevocable, non-grantor trusts. These trusts are carefully designed to provide asset protection, favorable tax advantages, and long-term legacy preservation all while remaining compliant with U.S. law and governing trust provisions.

Our structures are grounded in constitutional and statutory law, including:

  • U.S. Constitution (Article I, Section 10)

  • U.S. Treasury regulations

  • Uniform Trusts Code & Uniform Principal and Income Act

  • 2023 IRS memorandum regarding Section 643(b) trusts

Who We Serve

We work with individuals, families, and businesses who want to protect, preserve, and grow their wealth in a compliant way.

Ideal clients include:

  • High-income earners looking for strategies to reduce tax exposure.

  • Business owners & professionals navigating liquidity events or succession planning.

  • Investors & real estate professionals seeking capital gains management solutions.

Our Solutions

We offer several trust structures tailored to different goals. Each option includes independent oversight from licensed attorneys, CPAs, and trustees, ensuring compliance and best practices.

1. Personal Trust

A private, irrevocable, non-grantor trust for families and individuals. Provides asset protection, tax planning advantages, and legacy wealth transfer.

Includes:

  • Full trust formation and structuring.

  • Appointment of independent 3rd-party Trustee and licensed attorney Trust Protector.

  • Potential reclassification of certain income as corpus (with tax deferral benefits, subject to compliance).

  • Strong asset protection provisions to reduce risk.

  • CPA-managed filings with transparent IRS disclosure.

2. Business Trust

A trust designed for professionals and business owners. Integrates with LLCs or other approved entities to protect business assets and align with family wealth planning.

Includes:

  • Business-focused trust provisions.

  • Seamless integration with LLCs and other structures.

  • Oversight by independent Trustee & licensed attorney Trust Protector.

  • Asset protection and compliant tax planning strategies.

  • CPA-led filings and compliance support.

3. Charitable Family Foundation Trust

A legacy solution for families who want to combine philanthropy and wealth preservation. Protects assets while enabling charitable giving.

Includes:

  • Structuring for both charitable and family legacy goals.

  • Governance under constitutional and statutory law.

  • Appointment of independent Trustee, attorney Trust Protector, and CPA oversight.

  • Compliance with all required filings and reporting.

4. Additional Business Division

Expand an existing trust to include new business entities.

Includes:

  • Structuring for new divisions or entities under your trust.

  • Proper governance to align with existing trust provisions.

  • Attorney and Trustee oversight for compliance.

  • CPA-managed reporting and disclosure.

Expanded Services

Alongside trust structuring, we provide access to a complete ecosystem of wealth services, delivered through vetted licensed professionals:

  • Bookkeeping & Reporting ➛ QuickBooks onboarding and ongoing trust-level bookkeeping.

  • Trust & Estate Tax Returns ➛ Independent CPAs manage preparation, filing, and compliance oversight.

  • Business Tax Strategy ➛ Reduce business income tax exposure with proactive planning.

  • Registered Investment Advisory (RIA) Access ➛ Connect with trusted partners for tax-advantaged growth strategies.

  • Private Placement Life Insurance (PPLI) ➛ Long-term, tax-efficient wealth transfer and legacy planning.

Why Clients Choose LWS

Proven Protection → Safeguard assets from lawsuits, creditors, and unexpected risks.

Tax Efficiency → Reduce unnecessary exposure through compliant planning.

Independent Oversight → Trustees, attorneys, and CPAs working in your best interest.

Legacy-Focused → Plan for education, inheritance, and passing on family values.

White-Glove Support → From onboarding to long-term governance, you’re never left alone with

“just a stack of documents.”

Compliance Disclaimer: Legacy Wealth Structures does not provide tax or legal advice. All trust structures are reviewed and managed by independent licensed professionals. Outcomes vary based on individual client circumstances and are not guaranteed.

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