The CAPS Trust Team is comprised of professionals from four companies who educate, advise, and create the CAPS Trust structure for clients. Each member brings valuable and unique skills to the CAPS Trust Team. Our purpose is to help business owners, real estate owners, and asset owners stop paying 15-32% of their hard earned money to Uncle Sam when they sell.
The Irrevocable Trust is managed by Nevada Trust Company, which has been providing trust services for clients since 1995
The custodian of the Irrevocable Trust assets is TD Ameritrade. They have been operating since 1975