$6.95M
Total Portfolio Value
12.5% this year
4
Active Trusts
7
Beneficiaries
Q2 2025
Next Review
Active
Williams Dynasty Trust
Irrevocable Dynasty Trust
$4.2M
Value
3
Beneficiaries
12
Documents
Active
Primary Residence QPRT
Qualified Personal Residence Trust
$1.8M
Value
2
Beneficiaries
5
Documents
Active
Charitable Remainder Trust
CRT - Unitrust
$950K
Value
1
Beneficiaries
4
Documents
Pending Review
Williams Family ILIT
Irrevocable Life Insurance Trust
$2.5M
Death Benefit
1
Beneficiaries
2
Documents