Provide long-term financial stability across generations
Dynasty & Generational Plans
Steady leadership when it matters most
A dynasty trust allows families to preserve, and grow wealth across multiple generations — while maintaining control and minimizing transfer taxes.
Rather than transferring assets outright, a dynasty trust holds assets within the trust, allowing beneficiaries to receive distributions over time while the core assets remain protected and invested.
Who It’s For
Dynasty trusts are well suited for families who want to:
Protect appreciating assets from estate taxes and creditors
Control how and when wealth is distributed
Preserve family intent beyond a single lifetime
Key Benefits
Assets may remain in trust for up to 365 years under Nevada law
Potential avoidance of estate and generation-skipping taxes
No direct ownership by beneficiaries
Built-in creditor protection for current and future generations
Designed for long-term growth and stewardship
How It Works
A dynasty trust is created to last for multiple generations. Assets remain owned by the trust, not individuals, allowing them to compound, stay protected, and be distributed according to predefined terms.
For federal transfer tax purposes, assets are generally valued when the trust is created. As long as they remain in trust, future appreciation may be excluded from estate taxation, subject to applicable law.
Why Nevada Matters
Nevada permits dynasty trusts to last up to 365 years, one of the longest allowable durations in the U.S. This longevity makes Nevada a preferred jurisdiction for multi-generational planning and reinforces the need for professional, institutional trusteeship over time.
Built to Last
Because dynasty trusts are designed to endure far beyond individual lifespans, families often rely on institutional trustees to provide continuity, objectivity, and disciplined administration for generations to come.
Plan Today. Protect Tomorrow.
Your legacy deserves more than probate. Discover how Dunham Trust can help you administer your trust consistent with its terms, maintain privacy, and ensure your wishes are carried out for generations.