Welcome to Madison’s Directed Trust
The premier solution to guarantee the safety and continuity of your family’s wealth.
Find out more about the Directed Trust that ensures security and freedom. Your funds receive the greatest legal protection available, while you retain the power to direct them as you see fit.
The Freedom of Control
Madison partners with your financial team to ensure you retain control over the distribution of your funds. We accomplish this by allowing you to split the Trustee duties. Madison will take care of administration, your financial team can direct the investments, and your appointed distribution committee will direct disbursement.
The Security of Protection
Madison works within South Dakota, home of the most advantageous Trust statute. South Dakota’s strong spendthrift provisions protect clients and their assets from the aggressive claims of creditors. Additionally, South Dakota possesses no state income tax which allows your wealth to grow without any unnecessary reduction.
What is a Directed Trust?
A Directed Trust gives you the power to secure the integrity of your funds and avoid excessive tax burdens. Madison levels it up by giving you direct management of the account and the ability to make key decisions. With Madison’s Directed Trust, you can:
- Legally avoid unnecessary tax liability
- Control management of your funds and direct their investment
- Gain anonymity with South Dakota’s protection laws
- Insure the continuity of your funds without any mandated endpoint
The Directed Trust fits those who have substantial assets which will not be used to fund retirement. With a Directed Trust, you can manage those funds and optimize your family’s inheritance. Now is the time to insure a smooth financial transition for your loved ones and help them maximize the retention of your family’s wealth.
Madison acts as an additional partner to help optimize your Trust platform and move the assets over. However, your team of financial advisors, accountants, and estate attorneys can continue to direct the funds according to their strategy.
The Power Of Madison and South Dakota
South Dakota possesses no state income tax which allows your wealth to grow without any unnecessary reduction.
South Dakota allows for perpetuities. This means that your Directed Trust can last as long as you want and avoid federal estate tax for the entire duration of the Trust.
South Dakota’s strong spendthrift provisions protect clients and their assets from the aggressive claims of creditors.
The Madison team operates with a “client-first” philosophy and places the highest priority on our clients’ needs.
Madison’s attention to detail, efficiency of process, and dedication to client support has catapulted it to become the industry’s highest rated Self Directed Trust company.
For Directed Trust services, Madison has partnered with The Corundum Group to provide exceptional back-end management.
Join the thousands of clients who have succeeded with Madison Trust.
Madison Trust is that rare company where customer service is alive and well. No endless phone menus just to be routed to a call center somewhere overseas. Instead, your calls are answered by associates who have great communications skills and who really know their stuff! They are quick to answer any questions you may have and will make sure you are satisfied by the end of your call. It really is a pleasure to do business with this company.Mark P.
Interested to Learn More about Directed Trusts? Reach out to us, and one of our IRA Specialists will answer all of your questions.