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.

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 Trust levels it up by giving you direct management of the account and the ability to make key decisions. With Madison Trust’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

Welcome to Madison Trust’s Directed Trust

Madison Trust 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 Trust 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 Trust 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.

Will you benefit from a Directed Trust?

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.

You can keep YOUR current team!

Madison Trust 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 Trust and South Dakota

Less Taxes

South Dakota possesses no state income tax which allows your wealth to grow without any unnecessary reduction.

Perpetuity

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.

Asset Protection

South Dakota’s strong spendthrift provisions protect clients and their assets from the aggressive claims of creditors.

Client First

The Madison Trust team operates with a “client-first” philosophy and places the highest priority on our clients’ needs.

Highest Rated

Madison Trust’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.

Trust Expertise

For Directed Trust services, Madison Trust has partnered with Corundum Trust Company 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.



  • Madison Trust has been great to work with. They’ve been responsive, helpful and I can actually talk to a real person when I need to. So refreshing these days.

    Michael K.

  •  

    Everything from customer service to setting up my account to getting my money was A+. 
    I would highly recommend doing business with them.

    Joe D.

Ready to start investing in your future?

Fill out our form, and one of our Madison Trust Specialists will answer any questions that you may have.
Corporate Headquarters:
Madison Trust Company 401 East 8th Street • Suite 200
Sioux Falls, SD 57103
Mailing Address:
Madison Administration Company One Paragon Drive • Suite 275
Montvale, NJ 07645
Hours:
Monday - Thursday: 9:30AM - 5:30PM EST
Friday: 10:00AM - 4:00PM EST
Saturday/Sunday: Closed
Contact:
(800) 721-4900
[email protected]
F: 845-947-1212
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