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Guides

Guides

These are general explanations of how trusts and private trust companies work, written so a family can sit with them before a meeting. They do not choose a trustee, a structure, or a state for you, and the decision at the end of each section still belongs with your counsel.

  • Trusts and trustees

    The settlor, the trustee, and the beneficiaries, and what the instrument is actually for.

    9 min

  • Kinds of trustee

    A person, a bank, a trust company that serves the public, and a family's own company.

    8 min

  • Private trust companies in Wyoming

    Wyoming's unregulated company and its chartered one, and who counts as family.

    12 min

  • Choosing a trustee

    Directed trusts, control, decanting, fees, and the questions worth asking before anyone is named.

    11 min

  • Choosing a jurisdiction

    How Wyoming compares with Nevada, South Dakota, Delaware, and Alaska, and why the people you already have usually matter more.

    10 min

  • Glossary

    Short definitions of the words the guides use.

    6 min