You've worked hard to build what you have. Now it’s important to add a layer of protection against future creditor claims while supporting your broader estate and legacy planning goals. With guidance from Columbia Trust Company, you can create a strategy designed to help protect your assets and provide for the people who matter most. Why consider a Nevada Asset Protection Trust? Nevada is widely recognized as highly favorable for asset protection planning. When established proactively and in accordance with applicable laws, a Nevada Asset Protection Trust can offer significant flexibility and protection. Key Nevada advantages include: • No state income tax on trust income • No state estate tax or gift tax • No corporate income tax • Self-settled spendthrift provisions that allow you to serve as both grantor and beneficiary • Dynasty provisions that last up to 365 years • No statutory exception creditors • Short two-year asset protection seasoning period • Decanting provisions that may allow assets to be moved into a new trust with different terms as circumstances change • Exemption from certain beneficiary notification requirements Do I have to live in Nevada to establish a Nevada Asset Protection Trust? You do not need to live in Nevada to take advantage of Nevada trust laws. You simply need to appoint a qualified Nevada trustee, such as Columbia Trust Company, to establish the trust's Nevada situs. What kind of assets can the trust contain? A Nevada Asset Protection Trust can hold a variety of assets, including: • Residential real estate • Commercial real estate • Investment portfolios • Closely held business interests • Other tangible and intangible assets Why Columbia Trust Company? When you name Columbia Trust Company as your Nevada trustee, we can help support its administration while coordinating with your broader wealth management team to ensure continuity for your family and estate plan over time. Our team offers the expertise and personalized service needed to help you navigate complex trust and estate planning considerations. Columbia Trust Company can: • Serve as your Nevada trustee to satisfy the statutory requirements • Manage assets held both inside and outside the trust as part of a coordinated wealth strategy • Collaborate with your attorney, CPA and other trusted advisors • Help develop and implement a long-term strategy that supports your goals • Provide continuity across generations through professional trust administration • Offer educational support to beneficiaries so they understand your planning strategy Start the conversation We can help you evaluate whether a Nevada Asset Protection Trust aligns with your financial, estate planning and wealth preservation goals.