Wealth Management

Generation-Skipping Transfer Trust

Provide income for your children or grandchildren while minimizing overall taxability with a Generation Skipping Transfer Trust from the MBT Wealth Management Group.

One concern to consider is that a “generation skipping transfer tax” can be levied on assets you wish to transfer to someone who is two generations removed. MBT Wealth Management Professionals have the solution: establishing a Generation Skipping Transfer Trust that may help you avoid estate taxes and the additional GST tax.   

Features and Benefits


  • Reduce or avoid estate taxes.
  • Protect assets from future lawsuits and creditors.
  • Establish a cash flow for your surviving spouse.
  • Provide benefits for your children and grandchildren.  
  • Learn how MBT's unique Trusted Advisors Program (TAP) can add value to your unique financial needs.


 The information above is not intended nor should it be used as a substitute for the advice of an attorney, estate or tax planner, whose advice should be sought to review your personal circumstances and goals.
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