Delaware Trusts

Tax-friendly asset protection.

If protecting your assets and facilitating multigenerational wealth transfer is of importance to you and your family, you may wish to consider the benefits of a Delaware Trust.

Because of its trust- and tax-friendly laws, Delaware has become the preferred trust jurisdiction for many wealthy families, providing them with:

  • Income tax advantages;
  • Privacy protection;
  • Asset protection from creditors and personal liability claims;
  • Investment flexibility;
  • Long-term or perpetual trusts that can span generations; and
  • Trust structures that accommodate complex asset situations.

Working with our seasoned trust experts, your SunTrust advisor can help you explore how the benefits of a Delaware Trust might better address the unique wealth management needs of your family.

Articles and resources that can help you on your journey.

Planning and communicating are critical to the success of wealth transfer. These five steps can help guide you as you make your plan and prepare your heirs for the eventual transfer of your estate.

 

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Rather than as a way to bypass estate taxes, more and more parents are turning to trusts as an ideal way to ensure that the financial legacy they leave their adult children is protected – from potential creditors, future divorce settlements and even irresponsible spending behaviors.

 

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DISCLAIMERS

SunTrust Bank and its affiliates and the directors, officers, employees and agents of SunTrust Bank and its affiliates (collectively, “SunTrust”) are not permitted to give legal or tax advice. While SunTrust can assist clients in the areas of estate and financial planning, only an attorney can draft legal documents, provide legal services and give legal advice. Clients of SunTrust should consult with their legal and tax advisors prior to entering into any financial transaction or estate plan. Because it cannot provide legal services or give legal advice, SunTrust’s services or advice relating to “estate planning” or “wealth transfer planning” are limited to (i) financial planning, multigenerational wealth planning, investment strategy, (ii) management of trust assets, investment management and trust administration, and (iii) working with the client’s legal and tax advisors in the implementation of an estate plan.

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