Trust Services
At Breda Law, we provide comprehensive estate planning services, including will drafting, trust creation, and power of attorney documents. We prioritize a client-focused approach, ensuring open communication and timely updates throughout the process. Our team delivers high-quality services efficiently and ethically, ensuring your estate plan accurately reflects your wishes.
At Breda Law, we specialize in the creation and administration of two powerful trust solutions: Wyoming Asset Protection Trusts, designed to shield your assets from creditors and unforeseen events, and the creation of Wyoming Private Family Trust Companies, offering personalized wealth management and control for your family's unique needs.
Wyoming Asset Protection Trust
​A Wyoming Asset Protection Trust provides robust asset protection within the U.S. Unlike offshore trusts, you maintain flexibility in beneficiary designations and can leverage Wyoming's flexible trust laws for various needs, including self-settled trusts for personal use, dynasty trusts for multi-generational wealth transfer, perpetual trusts for long-term planning, and Medicaid trusts for government assistance. Establish your trust in Wyoming regardless of your residence and enjoy the peace of mind that comes with strong asset protection.
Wyoming Private Family Trust Company
For families seeking greater control over their wealth, a Private Trust Company (PTC) offers a personalized alternative to traditional trust companies. Unlike institutions serving the general public, a PTC exclusively manages your family's trusts, aligning with your unique goals. Governed by a board of directors you select, a PTC empowers you with decision-making authority, fostering peace of mind knowing your wealth is managed by trusted individuals.
Estate & Wealth Transfer Planning​
Patrimonia Law provides comprehensive estate and wealth transfer planning services, from basic wills to complex trust and succession strategies.
Estate & Gift Tax Minimization
Employing trusts and other tax-advantaged structures to minimize estate, gift, and generation-skipping taxes by maximizing allowable exemptions.
Asset Protection
Safeguarding assets from creditor claims through the strategic use of Wyoming trusts, business entities, and foundations.
Trust Administration Services
Providing comprehensive management and administration guidance for private family trust companies and Wyoming Asset Protection Trusts.
Legal Guidance for Trusts
In today's interconnected world, individuals and families often find themselves navigating a complex global landscape. Assets are spread across borders, and the implications of international tax and succession laws can be significant.
At Patrimonia Law, we understand the unique challenges of managing international trusts and estates. Our team of experienced professionals provides expert guidance to individuals and families with global interests, helping them navigate the complexities of cross-border estate planning and asset management with confidence and clarity.
Benefits of a Trust in Wyoming
Wyoming's tax-friendly environment, flexible trust laws, and experienced professional network make it ideal for families seeking to manage their wealth for future generations. Patrimonia Law can help you establish a Private Family Trust Company (PTC) for ultimate control and privacy, or a single trust to suit your needs, ensuring your legacy is protected.
Estate & Wealth Transfer Planning​
Patrimonia Law provides comprehensive estate and wealth transfer planning services, from basic wills to complex trust and succession strategies.
Legal Innovation
Wyoming boasts a modern and comprehensive legal framework for trusts, making it an ideal jurisdiction for establishing and managing Private Trust Companies (PTCs). The Wyoming Uniform Trust Code provides a robust and flexible legal foundation for PTCs, offering clarity and certainty for both trustees and beneficiaries.
Affordability
Wyoming has no state income tax, no trust income tax, and no capital gains tax on trust assets. This translates into significant tax savings for assets within a Trust, or the PTC itself. Additionally, the state is known for its business-friendly environment, with low filing fees and streamlined procedures for establishing and managing a PTC.
Privacy
Describe the item and include any Unlike some states, Wyoming does not require a PTC to register with the state as a trust company, simplifying the formation process and reducing regulatory burdens. The only regulatory requirement is that we inform the State that the company will not offer services to the general public.
Personalized Guidance for International Estate Planning Needs
Navigating Global Challenges with Expertise and Care
Our Approach:
We understand the nuances of international law and taxation. Our team provides personalized guidance, crafting tailored solutions to meet your unique needs and objectives. We build strong client relationships, offering the expertise and support you need to navigate the complexities of international estate planning.
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We guide U.S. and foreign individuals and families navigating international estate planning complexities. Our expertise includes:
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U.S. Estate & Gift Tax Planning:
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Advising on U.S. estate, gift, and generation-skipping transfer taxes for U.S. and foreign citizens.
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Developing estate plans for U.S. citizens living abroad and foreign residents in the U.S.
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Trust & Estate Administration:
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Guiding settlors, beneficiaries, and trustees on trust and estate administration matters.
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International Tax Planning:
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Assisting foreign citizens with U.S. tax planning for short- and long-term U.S. residency.
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Collaborating with international counsel to minimize double taxation.
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Cross-Border Inheritance:
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Advising on gifts and inheritances from foreign family members.
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Expatriation & Compliance:
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Providing guidance on expatriation from the United States.
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Assisting with U.S. tax law compliance and voluntary disclosure programs.
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Private Family Trust Companies:
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Consulting on the creation and administration of private family trust companies.
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