A gifting trust is a legal arrangement that allows you to transfer assets to beneficiaries while maintaining certain levels of control and achieving significant tax advantages. By placing assets into a properly structured trust, you can make gifts during your lifetime without triggering large gift taxes or compromising your own financial security.
Gifting trusts are powerful tools for:
At OMNI 360 Advisors, we specialize in designing gifting trusts that reflect your unique circumstances and objectives.
Gifting trusts offer a range of compelling benefits, including:
When structured properly, a gifting trust becomes a cornerstone of a thoughtful, enduring estate plan.
At OMNI 360 Advisors, our multidisciplinary team of estate planners, tax attorneys, CPAs, and financial advisors collaborates to create gifting trusts that are tax-efficient, legally compliant, and fully aligned with your broader financial strategy. Here’s how we support you:
We work with you to determine the right assets to gift, the optimal timing, and the most beneficial structure for your family. Whether you are gifting cash, securities, real estate, or business interests, we help you maximize impact and minimize tax burden.
No two families are the same, and neither should be their trusts. We design customized gifting trusts that reflect your intentions, such as setting age-based distributions, incentivized distributions based on milestones, or restricting access to ensure long-term financial responsibility.
Establishing a gifting trust involves careful legal and tax planning. Our experienced team ensures all documents comply with federal and state laws and work strategically to integrate the trust into your overall tax plan.
After the trust is established, we provide continuous management and administrative services, including tax filings, distribution monitoring, and regular evaluations to ensure your trust remains aligned with your goals and the evolving needs of your beneficiaries.
At OMNI 360 Advisors, your gifting trust won’t exist in a vacuum. We ensure it seamlessly coordinates with your wills, living trusts, retirement accounts, philanthropic efforts, and broader estate plans for a cohesive, strategic approach.
Depending on your specific objectives, we may recommend one or more of the following gifting trust structures:
An irrevocable gifting trust permanently removes assets from your estate, reducing potential estate taxes and protecting wealth. It is particularly useful for large gifts and for clients concerned about creditor protection and long-term asset management.
Specifically designed for gifts to minor children, a 2503(c) trust allows you to make gifts that qualify for the annual gift tax exclusion while retaining some control over how the assets are used until the child reaches adulthood.
A GRAT allows you to transfer appreciation of assets to beneficiaries at minimal gift tax cost while receiving an annuity payment during the term of the trust. It’s particularly useful when you expect assets to appreciate significantly over time.
A dynasty trust enables multigenerational wealth transfer, keeping assets within the family and protected from estate taxes, creditors, and divorce for multiple generations.
Our advisors will walk you through the advantages and considerations for each option and recommend the most suitable path based on your wealth transfer goals.
One of the most attractive features of gifting trusts is the ability to achieve significant tax savings:
At OMNI 360 Advisors, we design gifting strategies that maximize these advantages while remaining flexible and responsive to future changes in tax laws.
Gifting trusts can be an excellent option for:
If you’re serious about preserving your wealth, supporting your heirs, and reducing your tax exposure, a gifting trust could be an essential part of your plan.
At OMNI 360 Advisors, we take pride in offering a level of service and expertise that sets us apart:
By working with OMNI 360 Advisors, you’re not just setting up a trust—you’re building a legacy of smart planning, financial stewardship, and family empowerment.
Ready to take advantage of the powerful opportunities gifting trusts offer? OMNI 360 Advisors is here to help you create a thoughtful, tax-efficient plan that supports your loved ones while protecting and preserving your wealth.
Contact us today at (609) 452-0889 to schedule your confidential consultation and start building a brighter, more secure future through strategic gifting trust planning.
How we do business – ADV Part 3 – CRS (Please see attached document)
Mega Cap Stocks in 2025: What’s Changed—and Why It Matters
Explore how modern mega‑cap stocks differ from past giants in growth patterns, risk profiles, and market behavior—and what savvy investors need to know to protect and grow their wealth. For decades, mega-cap stocks have …
See moreWhy a Government Shutdown Isn’t Necessarily a Market Disaster
Despite the noise, U.S. stock markets have historically held their own during government shutdowns. Here’s what business owners, executives, and legacy-focused families need to know—and how to stay aligned through …
See moreWhat the Fed’s Upcoming Rate Cuts Mean for Your Portfolio
As the Federal Reserve prepares to cut interest rates, learn what this means for stocks, bonds, cash, and your investment strategy. Discover practical insights for …
See moreTime to Rethink Your Global Investment Diversification Strategy?
Discover why investors might want to reconsider their global diversification approach in today’s evolving economic landscape and how strategic adjustments could protect and grow your …
See moreDon’t Bet the Farm on Meme Stocks: Lessons from 2021’s Market Hype
Meme stocks like GameStop, AMC, and Bed Bath & Beyond soared and then crashed, with drawdowns up to 99%. Here’s what investors can learn about …
See more
