Trust Assignment or Purchase – Starting at $1,100
Trusts are essential tools in modern estate planning. At Acacia Business Solutions, we assist individuals and businesses in establishing and managing irrevocable trusts that safeguard assets, prevent probate, and ensure long-term financial security for beneficiaries.
Why Choose a Trust?
An irrevocable trust is a separate legal entity that can hold a wide range of assets, including:
- Real estate
- Stocks and bonds
- LLC membership interests
- Life insurance policies
- Promissory notes
- Automobiles, collectibles, and precious metals
- Cryptocurrency and cash
Trusts are ideal for asset protection, estate planning, and long-term wealth transfer.
Trusts & LLCs
When a trust holds membership in a multi-member limited liability company (LLC), annual distributions are reported on Schedule K-1. This structure offers both asset protection and tax efficiency.
Trusts & Charitable Giving
Properly structured trusts can make annual donations to 501(c)(3) charitable organizations. These contributions may qualify as tax-deductible, potentially reducing the trust’s overall tax liability.
How Acacia Business Solutions Can Help
With over 40 years of experience in corporate, trust, and business consulting, our team provides:
- Trust formation and assignment guidance
- LLC and corporate structuring
- Charitable foundation setup
- Risk analysis and strategic planning
⚠️ Note: Acacia Business Solutions is not a law firm or CPA firm. We do not provide legal or tax advice. For such services, please consult a licensed attorney or a certified public accountant (CPA).
We offer trustee and record-keeping services for select trusts. Each trust is reviewed for eligibility before the appointment.
How to Get Started
- Sign our service agreement and complete payment
- Email your documents to: info@acaciamanagement.com
- Please speak with an advisor: Call us at 775-841-1876
- Schedule a consultation to assess your needs and exposures.
Ready to Protect Your Legacy?
Click below to schedule a consultation or learn more about our trust and business advisory services.