We specialize in assisting individuals and businesses with the creation and administration of private, non-statutory irrevocable trusts. Our services include:

• Customizable trust templates: Designed to cater to unique client needs.
• Educational resources: Webinars, courses, and guides to empower clients with knowledge about trust structures.
• Administrative support: Assistance with recordkeeping, compliance, and asset management.
• Tailored customization: Since private trusts are contracts, we help create bespoke provisions to reflect the specific goals of the parties involved.
• Expert consulting: With over 7 years of experience working alongside attorneys and CPAs, we bring a depth of understanding to ensure trust structures are compliant and effective.

We prioritize privacy, functionality, and flexibility to help clients achieve their trust administration goals.

No, we are not attorneys. We are bespoke trust consultants and paralegals with extensive experience collaborating with trust attorneys and CPAs. Our role is to empower clients by offering tools, resources, and administrative support for creating and managing private trusts.

Our work is grounded in the legal foundations of private contracting and trust law. We ensure our services avoid the unauthorized practice of law (UPL) by:

• Providing educational resources and templates.
• Facilitating self-executed trust agreements.
• Offering administrative support for trust compliance and management.

Legal Foundations:

• Right to Contract:
  • U.S. Constitution, Article I, Section 10 (U.S. Const. art. I, § 10): Protects the right of individuals to enter into private contracts, including trusts.
• Third Restatement of Trusts:
  • Recognizes that trusts are contractual in nature and that non-attorneys can facilitate their creation without engaging in UPL as long as they do not provide legal advice or draft documents on behalf of others.
• Restatement (Second) of Contracts:
  • Outlines the enforceability of agreements like private trusts, as long as they adhere to established principles of contract law.
• Case Law:
  • Sperry v. Florida, 373 U.S. 379 (1963): Non-attorneys may provide services related to legal processes (e.g., trust preparation) if they avoid direct legal representation or advice.
  • Gregory v. Helvering, 293 U.S. 465 (1935): Validates the legitimacy of private arrangements when they serve a lawful and genuine purpose.
  • Commissioner v. Culbertson, 337 U.S. 733 (1949): Confirms that private agreements, including trusts, are enforceable if there is intent to create them.

We stand out for the following reasons:

1. Customizable Solutions: Private trusts are contractual, allowing us to help clients draft bespoke provisions that align with their specific needs and goals.
2. Expertise Across Disciplines: Our team has over 7 years of experience working closely with attorneys and CPAs, ensuring that every trust is legally sound, tax-efficient, and compliant.
3. Privacy and Autonomy: We specialize in private, non-statutory trusts, which offer confidentiality and flexibility compared to statutory trusts.
4. Education-First Approach: We focus on empowering clients with the knowledge and tools they need to manage their trusts effectively, reducing reliance on third parties.
5. Proven Compliance: Our systems and templates are informed by trust law principles and decades of legal precedents.

Yes, absolutely. Private trusts are inherently contractual, allowing for:

• Specific provisions for asset management and protection.
• Charitable purposes (e.g., 508(c)(1)(A) trusts).
• Custom conditions for distributions to beneficiaries.
• Tax-efficient structures aligned with IRC §§ 671-683 (trust taxation).

Using our extensive experience, we assist clients in crafting trusts that reflect their unique goals while ensuring compliance with established legal principles.

A trust is a contract because:

1. It involves a mutual agreement between the grantor, trustee, and beneficiaries.
2. It establishes enforceable obligations, such as fiduciary duties for trustees.
3. It reflects the intent and terms of the parties involved.

The Third Restatement of Trusts and the Restatement (Second) of Contracts affirm this dual contractual and fiduciary nature of trusts, allowing for private agreements that do not require statutory oversight.

Frontier Capital Trust provides:

1. Bespoke Consulting: With 7+ years of experience working with attorneys and CPAs, we deliver highly tailored solutions.
2. Privacy and Flexibility: Our private trusts prioritize confidentiality and adaptability.
3. Education-Driven Services: We empower clients to manage their trusts confidently and independently.
4. Comprehensive Support: From trust customization to administrative assistance, we ensure clients have the tools they need to succeed.

While we do not provide tax advice, our services include tools for tracking income, expenses, and trust-related activities to help clients remain compliant. For tax filings, we recommend consulting with one of our partnered CPAs.