Alaskan Trust Services

Preserve and grow your wealth.

At RHBTC, we understand managing a family’s legacy requires a modern, personalized approach.

Our team upholds the highest fiduciary standards, working seamlessly with you and your legal counsel to fulfill the grantor’s wishes, manage complex assets, and meet beneficiaries’ unique needs.

Leveraging Alaska’s advantageous trust and tax laws, we offer unparalleled benefits, including asset protection, privacy, and tax efficiency.

Types of Trusts We Administer

RHBTC provides trustee services for a diverse array of trusts including:

  • Revocable and Irrevocable Trusts
  • Asset Protection Trusts (Self-Settled and Third Party)
  • Special Needs Trusts
  • Charitable Trusts
  • Custodial Trusts
  • Directed Trusts
  • Foreign Grantor Trusts
  • Community Property Trusts
  • Retirement Plans
  • GRATS
  • Independent Corporate Trustee
  • Private Label Trust Services
  • QPRTS
  • QTIPS

Why Choose RHBTC in Alaska?

Operating from Alaska, RHBTC harnesses the state’s favorable trust laws to deliver superior trustee and trust administration services. Alaska provides a range of benefits for both residents and non-residents including:

NO STATE INCOME TAX

Trust earnings grow free from state and local income taxes, boosting investment returns.

DYNASTY TRUSTS

Assets can remain in trust for up to 1,000 years, preserving wealth across generations.

TOP ASSET PROTECTION

Alaska boasts some of the strongest asset protection laws in the U.S., including provisions for Domestic Asset Protection Trusts.

OPTIONAL COMMUNITY PROPERTY SYSTEM

Alaska allows spouses to opt into a community property agreement, which can include some or all of the spouses’ property. This system provides significant tax advantages, including full basis adjustments on community property at the death of the first spouse, eliminating capital gains taxes.

FLEXIBLE ADMINISTRATIVE SERVICES

Our services include trust administration while allowing investment advisors to manage assets.

Our Approach

Complex Asset Management

RHBTC is adept at handling intricate assets, from real estate and closely held businesses to intellectual property. We provide tailored solutions to meet complex financial needs.

Trusts Governed by Other States

We review and adapt trusts governed by laws from other states, often moving administrative functions to Alaska while retaining the original governance. We explore options like decanting or modification with your advisors to ensure optimal outcomes.

Asset and Capitalization Requirements

We assess each trust’s financial requirements and provide solutions to meet or adjust its needs. Our approach is flexible and responsive to each trust’s unique characteristics.

Drafting and Legal Provisions

We value participating in the drafting process to understand the grantor’s intent and work with your legal team to integrate Alaska law.

Trust Establishment

We collaborate with your existing legal team for trust setup since we do not draft trusts.

Fee Structure

Our fees are comprised of an initial setup fee, a flat rate annual fee, and a percentage-based fee of the assets under trusteeship. RHBTC also offers customized fee quotes tailored to your needs.

Special Needs Expertise

Our experience includes working with beneficiaries facing mental health or addiction issues. We customize our approach to align with the grantor’s intent and family dynamics.

Distribution Timeliness

We make distribution decisions promptly, ensuring responsiveness and compliance with trust terms and fiduciary responsibilities.

Tax Coordination

While we do not prepare trust tax returns, we coordinate all aspects of tax filings and payments, working with your existing tax preparer or arranging one on your behalf.

Alaska Trust Decanting

Alaska’s trust decanting statutes allow for the transfer of assets from one trust to another to better meet the needs of beneficiaries or the trustor’s intent. This flexibility includes:

  • Updating outdated trusts
  • Enhancing asset protection
  • Revising trustee roles
  • Correcting errors or unclear terms
  • Merging or splitting trusts

Explore Alaska’s Unique Opportunities with RHBTC

RHBTC leverages Alaska’s exceptional trust advantages to provide innovative solutions for various client needs. We are dedicated to protecting your family’s legacy with Alaska’s best trust services.

Partner with us to benefit from our extensive expertise and the state’s superior trust laws.

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