Specialized Trust Solutions

Planning for complexity — with clarity and purpose

Some planning needs go beyond traditional trust structures. Whether you’re preparing for a business transition, navigating complex retirement assets, or aligning wealth with charitable goals, specialized trusts can provide structure, flexibility, and long-term confidence.

These solutions are designed to address life’s more complex moments — helping protect what matters, reduce uncertainty, and ensure your intentions are carried out with care.

Business Succession & Closely Held Business Trusts

Protect continuity. Preserve value. Plan the transition.

For business owners, a trust creates a clear plan for what happens when life or opportunity changes — retirement, sale, disability, or death. These trusts help manage ownership transitions, reduce taxes on appreciating business interests, and protect the business from personal liabilities, while providing stability for partners, family members, and future generations.

Key benefits:

smoother succession tax efficiency asset protection long-term control

The Dunham Trust Trilogy

Three solutions for complex IRA planning. One integrated approach.

The Dunham Trust Trilogy offers specialized IRA trust solutions designed to protect loved ones, support charitable goals, and manage tax impact after death. Each trust provides structure, flexibility, and professional oversight — helping ensure retirement assets are used exactly as intended.

Key benefits:

greater control flexibility clarity in how retirement assets are used across generations

Charitable Giving Solutions

Give with purpose — and plan with intention.

Charitable trusts allow you to support the causes you care about while incorporating thoughtful tax planning. These trusts can provide income to you or your beneficiaries during life, with remaining assets ultimately benefiting charitable organizations — creating impact now and a legacy later.

Key benefits:

philanthropic flexibility potential tax advantages lasting charitable impact