June 22, 2023

Directed Trust Basics


What is a Directed Trust?

A Directed Trust is a type of trust that gives you more control of your assets by dividing the responsibility of the trust’s management between multiple parties such as administration, distribution, & investment management.

What Can You Do with a Madison Trust Directed Trust?

With Madison Trust's Directed Trust, you can:

  • Control management of your assets and direct the investment.
  • Have the flexibility to make changes to the Directed Trust.
  • Gain anonymity with South Dakota's protection laws.
  • Ensure the continuity of your assets without any mandated endpoint.

Why South Dakota?

South Dakota is recognized as a leading bank jurisdiction with more than $3.4 trillion in assets and is featured as the “Highest ranked jurisdiction” in the United States according to Trusts & Estates magazine. 

South Dakota has leading privacy and asset protection laws, and a proactive Governor’s task force. 

Directed Trusts can include any trust strategy type, revocable or irrevocable, offering flexibility and control regarding investment management and distributions with increased fiduciary protections. This structure works very well with non-traditional, illiquid assets. 

Madison Trust's Directed Trust and You

Madison Trust partners with your financial team to ensure you have control over the distribution of your assets. We accomplish this by allowing you to split the trustee duties. Madison Trust will take care of administration. Your financial team will direct the investments, and your appointed distribution committee, or trustee, will direct distributions.

Do you have questions about our Directed Trust?

Madison Trust's Specialists are here to help! Experience exceptional service for your exciting investment opportunities at Madison Trust. Schedule a FREE call with one of our Self-Directed IRA Specialists today.

Disclaimer: All of the information contained on our website is a general discussion for informational purposes only. Madison Trust Company does not provide legal, tax, or investment advice. Nothing of the foregoing, or of any other written, electronic, or oral statement or communication by Madison Trust Company or its representatives, is intended to be, or may be relayed as, legal, tax, investment advice, statements, opinions, or predictions. Prior to making any investment decisions, please consult with the appropriate legal, tax, and investment professionals for advice.

Got Questions?

Speak with a Self-Directed IRA Specialist.
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