- Understanding Trusts
- Qualified Personal Residence Trust
- Qualified Terminable Interest Property Trust (QTIP)
- Grantor Retained Annuity Trust
- Wealth Replacement Trust
- Charitable Remainder Trust
- Charitable Lead Trust
- Charitable Gift Annuity
- Glossary
Beneficiary: A person who receives or has a right to receive income or principal (corpus) of a trust.
Grantor/Settlor/Trustor: A person who establishes a trust.
Trustee: A person who holds legal title and manages trust assets. The trustee is responsible for all the actions of the trust.
Revocable Trust: A trust in which the grantor retains the right to end the trust. Revocable trust assets are included in the grantor's gross estate. The transfer of assets into a revocable trust is not subject to gift tax.
Irrevocable Trust: A trust in which the grantor relinquishes all control over the assets in the trust at the time of transfer. Irrevocable trust assets may not be included in the grantor's gross estate. The transfer of assets into an irrevocable trust is subject to gift tax.
| Not FDIC Insured | Not Bank Guaranteed | May Lose Value |
| Not a Bank Deposit | Not Insured by Any Federal Government Agency | |
Meeting with NHTrust team is without obligation or cost.
NHTrust is a trade name of New Hampshire Trust Company. Brokerage services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Investment and insurance products are subject to investment risk, including the possible loss of value. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. Osaic Institutions and NHTrust not affiliated.
