vision-trust-4-wordmark-full-color-rgb-3000px-w-144ppi

Educational Trusts

How It Works

You establish the trust and outline how distributions should be made. A trustee manages the assets and follows those instructions, ensuring funds are used appropriately and in the best interest of the beneficiary.

This structure provides oversight while allowing flexibility based on the beneficiary’s needs.

How It Fits into Your Plan

Educational trusts are often one part of a broader estate plan. We work alongside your attorney and advisors to ensure the trust aligns with your overall financial goals and family structure. Without a plan, assets intended for education may be used too quickly or not as intended. An educational trust helps:

  • Encourage responsible use of funds

  • Provide ongoing support rather than a one-time inheritance

  • Protect assets for their intended purpose

  • Reduce potential family conflict

Start the Conversation

If you’re considering setting aside assets for future generations, our team can help you determine whether an educational trust is the right fit for your plan.

Work with a Team You Know and Trust

Not a deposit; not FDIC insured; not guaranteed by any federal government agency; not guaranteed by the bank; and may go down in value.