Trust in the United States (Fiduciary Trust)
Protect your assets, reduce tax risks, and ensure the continuity of your wealth in the United States.
An advanced legal tool for estate and succession planning designed for non-residents with assets in the U.S.
Why Structuring a Trust in the U.S. Is Essential
Estate tax exposure and lack of proper succession planning can seriously impact the wealth of non-residents with assets in the United States.
Without an appropriate structure:
Your estate may be exposed to U.S. estate tax
Assets may become subject to lengthy and costly court proceedings
The transfer of assets may depend on courts and uncertain timelines
Heirs may face delays, legal costs, and disputes
Financial information may become public
A properly structured trust allows you to anticipate these risks and protect your assets in a legal and efficient way.
At LOIGICA, we design trusts under U.S. law, tailored to each client’s asset, tax, and family situation.
Our legal team analyzes and structures:
The most suitable type of trust based on your objectives
Assets to be transferred into the trust (real estate, bank accounts, equity interests, financial assets)
The grantor’s residence and legal status
Beneficiaries and clear distribution rules
Strategies to reduce or eliminate estate tax exposure for non-residents
Coordination with wills, LLCs, or other existing structures
Protection of assets and beneficiaries
Reduction or elimination of estate tax for non-residents
Transfer of assets without court intervention (probate)
Greater privacy of your estate
Continuity and control over asset distribution
Clear, orderly, and predictable succession planning
Exposure to U.S. estate tax
Lengthy and costly succession court proceedings
Temporary freezing of assets and accounts
Asset distribution based on state law instead of your wishes
Higher tax and legal burden for your heirs
Our process is strategic, personalized, and 100% compliant with the law:
Comprehensive analysis of your asset and family situation
Definition of protection and succession objectives
Design of the trust under applicable U.S. law
Legal drafting of the trust agreement
Final review and delivery of the trust ready for proper implementation
Avoid future taxes, lawsuits, and conflicts with a solid legal structure.
Frequently Asked Questions About Trusts in the U.S.
No. It is a strategic tool for any non-resident with relevant assets in the U.S.
Yes. Assets held in the trust are transferred without court intervention.
Yes. A properly structured trust can reduce or eliminate estate tax exposure for non-residents.
Yes. A trust is usually complemented with a will for comprehensive estate planning.