7 More Family Office Resources:

• Special Needs Trust Family Office Definition: Special Needs Trust Special Needs Trust definition:  A special needs trust is established to care for a disabled person.  The beneficiary cannot have any control over the assets or directly receive ...
• A-trust Family Office Definition: A-trust A-trust definition:  Same as a revocable marital trust. An A-trust is the surviving spouse's share of an A/B trust.  See A-trust for more information. Download our free Family Office Report to learn ...
• B-trust Family Office Definition: B-trust B-trust definition:  Same as an irrevocable credit shelter trust. A B-trust is the deceased person's share of an A/B trust.  See A/B trust for more information. Download our free Family Office ...
• A/B Trust Family Office Definition: A/B Trust A/B Trust definition:  An A/B trust consists of two trusts -- an A trust and B trust.  The A/B trust's purpose is to allow both spouses to transfer assets to ...
• Abstract Of Trust Family Office Definition: Abstract Of Trust Abstract Of Trust definition:  An Abstract Of Trust is an abbreviated trust document that certifies the existence of a trust, without revealing confidential details such as beneficiaries and assets ...
• Grantor Trust Family Office Definition: Grantor Trust Grantor Trust definition:  see living trust definition for more information. Download our free Family Office Report to learn more about the family office industry. Read more Family Office Definitions Tags: What is grantor ...
• Perpetual Trust Family Office Definition: Perpetual Trust Perpetual Trust definition:  see dynasty trust definition for more information. Download our free Family Office Report to learn more about the family office industry. Read more Family Office Definitions Tags: What is perpetual ...