Top trust structures (GRAT, IDGT, revocable) financial advisors
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 a trust structures advisor if you're planning to transfer wealth efficiently or protect assets through tools like GRATs (grantor retained annuity trusts) or IDGTs (intentionally defective grantor trusts). Without specialized knowledge, it's easy to misapply these trusts and miss out on tax benefits or asset protection.
- Trust type suitability. Ask how they determine which trust fits your goals, not just defaulting to popular options.
- Tax implications insight. Confirm they explain how each trust affects your income, estate, and gift taxes.
- Long-term management. Inquire about their approach to monitoring and adjusting trusts as laws and family situations change.
- Coordination with estate plans. Ensure they work closely with your estate attorney to align trust structures 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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Neil H
CFA®, Series 63
Cincinnati, OH
MAI Capital Management, LLC
Neil Hantak Jr. specializes in trust structures like GRATs and IDGTs, supported by 13 years of experience and CFA® credentials, making him well-equipped to handle complex wealth transfer strategies. Operating from MAI Capital Management, a large firm offering flat fees and integrated wealth management services, he serves diverse clients including trusts and business owners, providing customized portfolio management and tax planning that distinguishes him from other advisors.
Experience: 13 years
Avg account: $2,176,834
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Justin K
CFP®, Series 63, Series 65
Savannah, GA
The Fiduciary Group
Justin Kohler specializes in trust structures like GRATs and IDGTs, serving high-net-worth clients in Savannah, GA, with 13 years of experience and CFP® certification. His firm offers discretionary investment management for trusts and estates, using a structured investment approach and access to diverse financial solutions through Focus Financial Partners, differentiating him with comprehensive trust and wealth management services.
Experience: 13 years
Avg account: $2,281,385
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Matthew B
Series 66
Newport Beach, CA
Merrill
Matthew Benefiel specializes in trust structures including GRATs, IDGTs, and revocable trusts, supported by eight years of experience at Merrill, a large firm known for comprehensive wealth management. His disciplined portfolio design and use of Merrill Personal Wealth Analysis® help tailor strategies for families and businesses, distinguishing him with a focus on ongoing investment evaluation and personalized financial planning.
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 brings 24 years of experience and CFP® certification to trust structures like GRATs and IDGTs, ensuring tailored wealth transfer strategies. Operating from Visionary Wealth Advisors, he offers flat-fee planning and integrates fundamental, technical, and cyclical analysis, distinguishing him with a multi-advisor team approach managing billions for diverse clients in Overland Park, KS.
Experience: 25 years
Avg account: $818,786
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Todd B
Series 63, Series 66
Annapolis, MD
Fidelity
Todd Batty's extensive 23 years of experience and focus on trust structures like GRATs and IDGTs make him well-equipped to assist with complex wealth transfer and estate planning needs in the US. As a seasoned advisor at Fidelity, a large firm, he collaborates with a multidisciplinary team, offering clients comprehensive wealth management and multi-generational planning that may provide broader support compared to solo practitioners.
Experience: 23 years
Avg account: $234,793
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