You’ve got concentrated or unique interests. You have diverse, global assets. You’re the steward of multi-generational wealth. Or you might just want the most privacy and protection you can get. All of these are good reasons to consider a Delaware trust, which aims to offer tax and asset protection benefits in addition to flexibility around managing complex investments. Take every advantage of this favorable and flexible trust jurisdiction with our Delaware trust administration business.
J.P. Morgan's Delaware Trust Company has almost 60 professionals with 300 years of combined experience, backed by the financial strength of one of the world’s most trusted global banks. 1
Our Delaware trust officers are steeped in state and federal trust and tax laws. They also specialize in international trusts and cross-border trust planning and administration. To meet your needs wherever you are—or wherever your interests take you—they leverage the knowledge and assistance of their colleagues across Asia, Europe, Latin America and The Bahamas.
We can work within any trust structure you choose. Our specialists have extensive experience with dynasty trusts, asset protection trusts, grantor-retained annuity trusts, Delaware statutory trusts, limited liability companies and other closely held companies.
Working with you and your advisors to establish the trust that’s right for you is just the start. We can also implement the kind of cutting-edge fiduciary planning and administration for which Delaware is known.
Delaware is one of the trust jurisdictions of choice for wealthy individuals and families throughout the country—and around the world. Our strong and mature presence in the state is one of the centerpieces of our trusts & estates business.
Though several U.S. states have developed trust-friendly legal environments, Delaware is the most established. And was among the first states to provide robust tax and asset preservation benefits for trusts:
Delaware allows you to designate specific powers for your trustees, such as making investments, deciding when distributions are appropriate or providing administration services. This way, you have the flexibility to choose the individual or institution you think is best for each role.
If privacy is important to you, you can generally keep the particulars of a Delaware trust out of the public record. Delaware does not require trusts to be registered, or that trust grantors or beneficiaries be identified. Nor does it require periodic public accounting of trust assets.
You may want to hold off telling your beneficiaries about the trust until you think they’re ready. Under your Delaware trust agreement, you have flexibility about when to tell someone they are the beneficiary of a trust.
Everyone wants to be better prepared for unexpected events. Trust provisions in Delaware may give you stronger protection against claims from creditors and parties in a divorce.
Most states have a limit on how long a trust can last. Your Delaware trust may allow you to benefit multiple generations—and enjoy continued tax-efficient growth—with no termination date.
Trusts can last a long time, so having the flexibility to change terms and beneficiaries can be valuable. The Delaware legal system is tried, tested and trust-friendly, and may allow for trust modification as your family’s needs evolve.
Typically, there is no Delaware state income tax on a trust’s income or investment earnings.
Make sure you understand the facts before you set up a trust.
Where a trust “lives” might make a big difference financially to your beneficiaries.
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