Valley View Trust
CUSTOM TRUST SERVICES
Revocable Trust (Living Trust)
Irrevocable Trust
Special Needs Trust
Conservatorships
Trustee in Estate Plans
Charitable Remainder Trust
Charitable Lead Trust

Revocable Trust (Living Trust)
provides the most flexible options, allowing you to alter, amend, or revoke the trust terms whenever you choose. Revocable trusts are subject to taxes.

Irrevocable Trust
offer tax advantages since they allow you to gift your money and/or assets before you die and typically allow you to remove those assets from your estate for estate tax purposes.

Special Needs Trust
protects heirs with physical or developmental disabilities, making sure they continue to have access to government-administered health benefits.

Conservatorships
grant Valley View Trust as the trustee for assets that belong to an incapacitated person, as determined by the probate court.

Trustee in Estate Plans

Charitable Remainder Trust
is a tax exempt and irrevocable trust that is eventually donated to charity, but only after the beneficiaries have received either a percentage of the assets as income over a period of time. The charity, then, receives the remainder of the trust.

Charitable Lead Trust
is a taxable irrevocable trust that provides income to a charity for a period of time. When the trust terminates, the remainder is paid to the beneficiaries, typically without federal estate tax.

Next Steps:
Speak with a trust advisor about your estate plan
Meet the experts
Sow your values into your estate plan
Evaluate your retirement plan

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