Wealth Management

Qualified Terminable Interest Property Trust

You have a lot of people to take care of. With an MBT Wealth Management Group Qualified Terminable Interest Property Trust, you can balance the needs of multiple heirs and have control over the distribution of your estate.

A Qualified Terminable Interest Property Trust is established for clients with multiple trust distribution objectives. It provides the first spouse to die with a means of having input into how the estate will be managed, how the surviving spouse will be provided for, investment advice and an overall distribution strategy.  

Features and Benefits

  • Allows blended families to avoid potential property disputes.
  • Meet separate and distinct needs of spouse and children.
  • Grantor is assured trust beneficiaries receive final disposition of trust.


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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