Estate
Estate & Trust Services
Generational wealth requires more than a will. We design and operate the trust structures, gifting strategies, and family governance that allow significant assets to pass intact across generations.
Practice lead
Marisol Vega, J.D., LL.M.
Practice scale
$4.8B in trusts
Minimum
$10M+
What's included
The scope of work.
Revocable and irrevocable trust strategy
Dynasty and generation-skipping trusts
Spousal Lifetime Access Trusts (SLATs)
GRATs, IDGTs, and intra-family loans
Annual exclusion gifting programs
Coordination with estate attorneys on document drafting
Trust administration support and trustee selection
Family governance, mission statements, and next-gen education
How we work
The Cascade approach.
Attorney-led practice
Marisol Vega is a tax and trusts attorney (J.D., LL.M.) — she advises on structure, then coordinates execution with your estate counsel.
2026 sunset planning
We've helped 80+ households accelerate gifting and SLAT funding ahead of the federal estate-tax exemption sunset.
Independent trustee network
Relationships with leading corporate trustees and private trust companies — no proprietary product sales, ever.
Next-generation programs
Annual family meetings, financial literacy curricula, and beneficiary education built into every multi-generational engagement.