It s a matter of Trust SM
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1 PREMIER TRUST It s a matter of Trust SM
2 WELCOME TO PREMIER TRUST YOUR TRUST SERVICES PARTNER Premier Trust is a Nevada chartered trust company providing independent administrative trustee services to our local clients and to clients from all across the country who want to benefit from the Nevada Advantage; Nevada's favorable trust, corporate, asset protection and tax laws. Good financial strategies start with a dream and a plan. Whether you or your clients are looking for high-end estate planning, basic trust services or want to invest in non-traditional assets within an IRA, Premier Trust offers the cost-effective, creative, flexible administrative solutions for dreams of any size and situation with a full line of personalized trust, IRA and estate settlement services. Trust; noun: Reliance on the integrity, strength, ability, surety, etc., of a person or thing; confidence. Our experienced team of professionals earns your trust by executing their fiduciary responsibilities with the highest level of professionalism and personal service. Work With a Company You Can Trust.
3 WHY PREMIER TRUST? For more than a decade, Premier Trust has been a trust company chartered and based in the State of Nevada. Our priority is building long-lasting personal relationships with our clients and assisting them in providing for their heirs in accordance with their wishes. Premier; adjective: First in status or importance; principal or chief. Our name defines how we view and treat our valued clients. Our relationships are the most important reason for our continued success and remain the principal focus of our business. Premier's team members have a wealth of knowledge and more than 150 years combined experience dealing with estates and trusts of all types and sizes. We focus on our core values of administrative excellence and have experienced exceptional growth since our inception in July Premier Trust operates independently from our sister companies. We administer trusts only and do not manage investments. Our clients maintain continuity in their investment plans and retain the relationships they have with their trusted investment and financial professionals. We will hold your trust investment assets at a broker-dealer or nationally recognized securities clearing firm of your choosing.
4 WHY NEVADA? Premier Trust is based in Las Vegas, allowing our clients to formulate and execute their estate plans to take advantage of Nevada s progressive trust, corporate and tax laws; we call this the Nevada Advantage. You can reside anywhere in the domestic United States and still benefit from a trustee relationship with Premier Trust. Nevada Law Provides For: Trusts Lasting up to 365 Years allows planning for multi-generational wealth transfer - Dynasty Trusts. Directed Trusts permits division of duties including: trust adviser, investment trust adviser and trust protector. Self-Settled Spendthrift Trusts Considered the #1 state law for asset protection by Forbes magazine. Often referred to as Nevada Asset Protection Trusts, this type of trust permits a person to protect assets from creditors. Important features of this trust when set up in Nevada are that the law: Provides for no exception creditors. Protects assets from creditors including divorcing spouses. Has a two year statute of limitations the shortest in the nation. LLCs and Partnerships with Charging Order Protection offer a high level of entity asset protection. No State Fiduciary Income Tax if Trustee Situs is Nevada reduces erosion of trust assets. Exclusive Nevada Restricted LLC permits a platform for advanced estate planning.
5 TRUST SERVICES Premier Trust provides comprehensive tailor-made administrative services for all types of trusts. Premier s experienced trust officers work closely with a client s advisors to design and implement the appropriate individualized strategy for both revocable and irrevocable trusts. Revocable Trusts as: Administrative Trustee During Grantor s Lifetime Custodian During Grantor s Lifetime Successor Trustee Irrevocable Trusts as Administrative Trustee for: Dynasty Trusts Using Nevada s 365 Year Trust Life Directed Trusts Nevada Self-Settled Spendthrift Trusts Asset Protection Trusts (APTs) Irrevocable Life Insurance Trust (ILITs) Charitable Trusts Remainder and Lead Trusts Special Needs Trusts Self-Directed IRAs as Custodian or Trustee for: Non-Traditional Investments (ie: real estate, notes, LLCs) Traditional Investments (ie: stocks, bonds, mutual funds) Employee Benefit Plans as Trustee or Agent for: Qualified Defined Benefit and Defined Contribution Plans Non-Qualified Deferred Compensation Plans Rabbi Trusts ESOPs Nevada Guardianships Nevada Executorships
6 PREMIER TRUST It s a matter of Trust SM 4465 S. Jones Blvd. Las Vegas, NV Tel: (702) Fax: (702) info@premiertrust.com Disclaimer: Not FDIC insured, may lose value, no bank guarantee. To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal tax advice contained in this communication, including attachments, was not written to be used and cannot be used for the purpose of (I) avoiding tax-related penalties under the Internal Revenue Code or (II) promoting, marketing or recommending to another party any tax-related matters addressed herein. If you would like a written opinion upon which you can rely for the purpose of avoiding penalties, please contact us. Copyright 2012
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