Business Owners, Farmers & Landowners

At Bent Tree Trust Advisors, we have unique strategies for farmers, ranchers, landowners, and business owners who want to sell or transfer their business or assets while minimizing or eliminating capital gains taxes. Are you the type who wants to work forever, or do you long to retire? Do you want to leave your business, your farm, your ranch or your assets to your family, partners, or a chosen charity in the most tax-advantaged way possible someday? Are you protected from the unexpected? These are the types of questions we will ask you before we ever make a recommendation, because your wealth goals are distinct and unique to you and your family and our plans are tailored to help you achieve your objectives.

We’ve found that even highly experienced CPAs and estate planning attorneys may not always be exposed to trust structures and estate planning strategies that are specifically designed for the sale of a business or land. In the right circumstances, these tools can significantly reduce—or in some cases eliminate—capital gains and estate taxes.

Addressing this part of the planning process can have a meaningful impact on preserving family wealth, both today and for future generations. Our team has specialized training in advanced trust strategies that can help clients create income, transfer wealth efficiently, and protect their legacy in a tax-aware manner.

For farmers, ranchers, and landowners, we often collaborate with CPAs and attorneys on strategies such as Charitable Lead Trusts and Charitable Remainder Trusts when appropriate. We also encourage involving children and other key stakeholders early in the process to promote clarity, alignment, and a smoother implementation overall.