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KJ Private Trustee Association, LLC

We provide Trust and Trustee Services. Families have been using trusts to preserve and manage their wealth for the benefit of their heirs for centuries. Trusts provide people with a means of protecting their assets and controlling how they are used after they have been given away. Unlike other corporations, the lack of rigid formal requirements for the creation and operation of trusts, and the tremendous flexibility of trust instruments, make them uniquely useful for estate and succession planning.

Although many of the tax benefits that were associated with trusts have been eroded by anti-avoidance legislation in recent years, they still offer great advantages – particularly for individuals who are changing, or planning to change, their domicile, residence or citizenship; those with families resident abroad; those seeking asset protection; and those whose principal motivation is not to avoid taxation but to protect their estate upon death freely and without recourse to a lengthy and expensive probate procedure.

KJ PTA, LLC is also a place of education. The opportunity to understand how the world functions through a trust with online training courses. Visit the Additional Services page for more details.

Trustee Agreement

Trustee Agreements are only issued once you have been interviewed and files have been approved please visit the share file page for more details.

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Monday - Friday

9:30am - 5:30pm EST
Sat: Closed & Sun: Closed

Disclaimer: for all content on this website including:  videos, voice recordings and all other media. KJ PTA, nor any of it's members are an Attorney or Financial Advisor, nor do we offer or give legal, or financial advise. The information that has been and will be provided is for awareness and educational purposes only. 

All right are reserved without prejudice UCC1-308

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