Top advisors focused on trust structures (grat, idgt, revocable) in the US
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might need an advisor skilled in trust structures if you're planning to transfer wealth while minimizing estate taxes or want to set up a trust that benefits your heirs over time. Without deep knowledge of these trusts, it's easy to overlook how specific terms affect tax outcomes or control over assets.
- Trust type nuances. Confirm they explain differences between GRATs (grantor retained annuity trusts), IDGTs (intentionally defective grantor trusts), and revocable trusts, and why one fits your goals.
- Tax impact insight. Ask how they model gift and estate tax consequences over the trust's life, not just at setup.
- Asset management approach. Look for advisors who discuss how trust assets are managed and distributed to align with your family's needs and timeline.
- Coordination with estate planning. Ensure they work closely with your estate attorney to align trust terms with your overall plan.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Justin K
CFP®, Series 63, Series 65
Savannah, GA
The Fiduciary Group
Justin Kohler specializes in trust structures like GRATs, IDGTs, and revocable trusts, making him well-equipped to assist with wealth transfer and estate tax minimization. Based in Savannah, GA, he offers flat-fee and AUM-based pricing through The Fiduciary Group, which serves high-net-worth clients with discretionary trust investment management and a structured multi-strategy approach integrated with Focus Financial Partners.
Experience: 12 years
Avg account: $2,281,385
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Matthew B
Series 66
Newport Beach, CA
Merrill
Matthew Benefiel's expertise in trust structures, including GRATs, IDGTs, and revocable trusts, equips him to assist clients in managing complex estate and tax planning needs. Based in Newport Beach, CA, he leverages Merrill's large-firm resources and employs a disciplined investment process, serving mid-career professionals and HENRY clients with a 1.10% AUM fee for accounts under $2 million, distinguishing him from advisors with different client focuses or fee models.
Experience: 8 years
Avg account: $860,085
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Clark G
CFP®, Series 63, Series 65
Overland Park, KS
Visionary Wealth Advisors, LLC
Clark Gay's 24 years of experience and CFP® certification equip him to handle complex trust structures like GRATs, IDGTs, and revocable trusts, ensuring nuanced understanding of tax impacts and asset management. Operating from Visionary Wealth Advisors, LLC, he offers flat-fee financial planning and leverages a multi-advisor team managing billions, combining fundamental and technical analysis for tailored wealth management, distinguishing him from advisors with narrower scopes or fee models.
Experience: 24 years
Avg account: $818,786
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Christian H
Series 66
Park Ridge, IL
The Invictus Collective, LLC
Christian Habitz specializes in trust structures like GRATs, IDGTs, and revocable trusts, making him well-equipped to assist with wealth transfer and estate tax planning. With 24 years of experience at The Invictus Collective, he serves high-net-worth clients using a diversified investment approach that includes private investments and options strategies, offering negotiable fees and a strong background in coordinating tax administration.
Experience: 24 years
Avg account: $29,459,183
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Ryan B
CFP®, Series 66
Boston, MA
Fidelity
Ryan Boland's expertise in trust structures, including GRATs, IDGTs, and revocable trusts, is supported by his background as an attorney and financial professional with over 20 years of combined experience. As a CFP®-certified advisor at Fidelity, a large firm, he leverages extensive resources and specialists to tailor strategies for wealth transfer and estate tax planning. His Boston location and focus on building deep client relationships distinguish him from other advisors in this space.
Experience: 4 years
Avg account: $234,793
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