Trusts Assignment or Purchase

Trusts are one of the most common estate planning tools in use today. Because an irrevocable trust is recognized as a separate legal
entity, any assets in the trust will not be subject to probate should a family member die. A trust can hold real property ( real estate) and
personal property such as stocks, membership interest held in a Limited Liability Company ( LLC), bonds, life insurance, promissory
notes, automobiles, guns, coins, bullion, collectibles, cash, and cryptocurrency. A trust can provide for your beneficiaries long after
you’ve passed away. Trusts are best used for holding corporate stock ownership and a membership certificate in an LLC.

Trust and Limited Liability Company (LLC)

If a trust is a member of a multi-member LLC, annual distributions will pass to the Trust by K-1.

Trust and Charitable organization

A properly drafted trust may annually donate or pass funds to a recognized exempt organization, 501 ( c ) (3). The donation may be
treated as a tax deduction on the front page of that trust’s tax return; depending on the donation amount, this could substantially lighten
any tax burden the trust may have potentially incurred.

How Can Acacia Business Solutions Help?

Our staff and senior advisor are equipped to consult and advise on trust matters with over 40 years of corporate, LLC, charitable
foundation, trust, business management, and consulting experience. Many individuals considering a trust will form a Limited Liability
Company, Corporation, or Charitable Foundation. 

Professional Trustee and Record-Keeping, Annually

Acacia Business Solutions will provide trustee and record-keeping services to select trusts. Before accepting a trustee appointment, Acacia Business Solutions will need to review and evaluate the trust and its financials.

How to Order Trust and or Trustee- Record-Keeping Services

• Sign our contract and complete invoiced payment online or by phone, (a) trust assignment and purchase.
• Email documents that need to be reviewed, if applicable. info@acaciamanagement.com
• Speak with an advisor and explain your situation on the phone at 775-841-1876
• Acacia Business Solutions is a business management, advisory, and consulting company with over 40 years of corporate and
  trust management experience.

Acacia Business Solutions is not a law firm or a CPA; neither the general staff nor senior advisors are an attorney(s) or CPA. You should contact an attorney or CPA if you seek legal or accounting advice. Acacia’s plethora of transactional situations involving trusts, LLCs, charitable foundations, and corporations provide our clients with the necessary insights to make informed decisions that assist in avoiding unwanted problems and catastrophes. Before making any of these decisions, an analysis must be conducted regarding the client’s exposures.