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 have found that CPAs and estate attorneys often don’t know about trusts and other estate planning strategies specific to the sale of a business or land that can minimize or even eliminate capital gains or inheritance taxes. This piece of the puzzle can make a huge difference when it comes to your family’s wealth now and through the generations. We have special training in trusts that can help you generate income and/or pass on your legacy while mitigating taxes. If you are a farmer, rancher, or landowner, be sure to ask us about Charitable Lead & Remainder Trusts. And be sure to bring your kids and all stakeholders into the process early-on to help ensure the plan runs smoothly.