• OUR TEAM
  • Sterling Connect
  • 605-593-8950
  • English
  • Spanish
  • Chinese (Simplified)
Heckerling Institute on Estate PlanningSee us at booth 221
popup link 165
popup link 166
popup link 167
popup link 168
popup link 169
popup link 170
popup link 171
popup link 172
popup link 173
popup link 174

A South Dakota-chartered trust company

  • ABOUT
    • OVERVIEW
    • OUR TEAM
    • CONTACT US
  • TEAM
    • OVERVIEW
    • Stanley Joffe
    • Antony Joffe
    • Nicole Byrum
    • Emily Pier
    • Kathy Gerash
    • Maxx Hickey
    • Jodie Nielsen
    • Amanda Luu
    • Carrie Biever
  • SOLUTIONS
    • Trust Administration Services
    • Trust Attorneys
    • Investment Advisors
    • Investment advisors:
      10 essentials to grow your practice
    • International Clients (CRS)
    • INVESTMENT OVERSIGHT
    • PRIVATE LABEL SERVICES
    • FAMILY OFFICES
    • TECHNOLOGY
    • GLOBAL EXPERTISE
  • SOUTH DAKOTA
    • OVERVIEW
    • TYPES OF TRUSTS
      • Delegated Trusts
      • Directed Trusts
      • Self-Settled Trusts
      • Asset Protection Trusts
      • Life Insurance Trusts
      • Charitable Trusts
      • Grantor-retained Annuity Trusts (GRATs)
      • Qualified Personal Residence Trusts (QPRTs)
      • Dynasty Trusts
      • Generation-Skipping Trusts
      • Defective Grantor Trusts
      • Pre-immigration Planning Trusts
      • Special Purpose Entities
      • South Dakota Dynasty & Grantor Trusts
      • Spousal Lifetime Access Trust (SLAT)
      • Purpose Trust
    • SD vs. AK
    • SD vs. DE
    • SD vs. NH
    • SD vs. NV
    • SD vs. WY
    • SD vs. all
  • Independence
    • OVERVIEW
    • Collaboration
    • Oversight
  • RESOURCES
    • Tax Saving Calculator
    • VIDEO LIBRARY
    • WEBINARS
    • TYPES OF TRUSTS
    • Trust law handbook
    • BLOG
    • WHITEPAPERS
    • RELATED LINKS
  • FAQs
  • CONTACT
  • April 28
  • Posted By: admin
  • Posted In: Education Blog
  • Date: April 28, 2021
    • 0
    • 0

Trusts 101 for Investment Advisors: Types of Trusts Explained

Are you advising your clients on the transfer of wealth through generations via...
Read More

Sterling Trustees LLC

Sioux Falls, South Dakota
Suite 509
101 S. Phillips Avenue
Sioux Falls, SD 57104
Phone: (605) 593-8950
Fax: (605) 274-8950
Email

Types of Trusts

Delegated trusts
Directed trusts
Self-settled trusts
Asset protection trusts
Life insurance trusts
Charitable trusts
Grantor-retained annuity trusts (GRATs)
Qualified personal residence trusts (QPRTs)
Dynasty trusts
Generation-skipping trusts
Defective grantor trusts
Pre-immigration planning trusts
South Dakota dynasty & grantor trusts
Special purpose entities
Spousal Lifetime Access Trust (SLAT)
Purpose trust

Stay Connected

LinkedIn
Privacy policy
Sitemap
Why trust location matters
The difference between a trustee and an independent corporate trustee

© 2024, Sterling Trustees, LLC.

Wordpress Social Share Plugin powered by Ultimatelysocial