Trusts & Asset Protection – Secure Your Legacy and Safeguard Your Wealth
Trust Assignment & Purchase Services
Trusts are among the most effective estate planning tools available today. An irrevocable trust, recognized as a separate legal entity, ensures that assets placed within it are not subject to probate upon the death of a family member. This provides privacy, efficiency, and long-term protection for your estate.
A trust can hold a wide range of assets, including:
- Real property (real estate)
- Personal property such as stocks, bonds, LLC membership interests
- Life insurance policies
- Promissory notes, vehicles, firearms, collectibles, coins, bullion, and cash
- Digital assets, including cryptocurrency
Trusts are especially beneficial for corporate stock ownership and LLC membership certificates, offering structured control and continuity for your business interests.
Trusts & Limited Liability Companies (LLCs)
When a trust is a member of a multi-member LLC, annual distributions are passed to the trust via Schedule K-1, ensuring proper tax reporting and asset management.
Trusts & Charitable Organizations
A properly structured trust can make annual donations to a recognized 501(c)(3) charitable organization. These contributions may qualify as tax-deductible expenses on the trust’s tax return, potentially reducing its overall tax liability.
Why Choose Acacia Business Solutions?
With over 40 years of experience in corporate management, LLC formation, charitable foundations, and trust consulting, Acacia Business Solutions offers expert guidance tailored to your unique needs.
Our team provides:
- Trust consultation and advisory services
- Business entity formation (LLCs, corporations, foundations)
- Strategic planning for estate and asset protection
Professional Trustee & Annual Record-Keeping Services
Acacia Business Solutions offers trustee and record-keeping services for select trusts. Before accepting a trustee appointment, we conduct a thorough review of the trust documents and financials to ensure compliance and proper administration.
How to Order Trust Services or Trustee Support
- Sign our service agreement and complete your invoice payment online or by phone.
- Email relevant documents for review to: info@acaciamanagement.com
- Speak with an advisor directly at 775-841-1876 to discuss your situation.
Important Disclaimer
Acacia Business Solutions is a business management and consulting firm, not a law firm or CPA practice. Our staff and advisors are not attorneys or certified public accountants. For legal or accounting advice, please consult a licensed professional.
Our extensive experience in trusts, LLCs, corporations, and charitable foundations allows us to provide valuable insights and help clients avoid costly mistakes. Every trust-related decision should begin with a thorough analysis of your financial exposures and goals.