Digital Execution (Remote Signing & Notarization)
Digital execution allows clients to sign legal documents online using secure, legally valid electronic signatures and remote notary services.
Discretionary Credit Shelter Trust
A discretionary credit shelter trust allows a trustee to determine how and when to distribute income or principal to beneficiaries, offering tax shelter and creditor protection.
Dynasty Trust
A Dynasty Trust is a long-term irrevocable trust designed to preserve wealth across multiple generations while minimizing or avoiding estate, gift, and generation-skipping transfer (GST) taxes and utilized in legacy planning.