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Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.

CLA Trust Company

High quality, cost-effective, professionally administered trust services help individuals and business owners fulfill and protect their wealth succession dreams.

CLA happenings

CLA Trust Company Expands Wealth Transfer and Succession Options

  • 7/5/2016

Minneapolis — July 5, 2016 — CliftonLarsonAllen is pleased to introduce CLA Trust Company, LLC, offering high quality, cost-effective, professionally administered trust services in all 50 states to help individuals and business owners fulfill and protect their wealth succession dreams.

“CliftonLarsonAllen is all about helping the person across the table from us reach his or her dreams and build the better world that he or she envisions,” says Denny Schleper, CEO of CliftonLarsonAllen. “Providing quality trust services in a seamless and integrated approach is another way we are living that promise. By tying trust services into our wealth advisory capabilities, we can provide multiple options for our clients.”

CLA Trust Company offers a complete line-up of trust options

Trusts are a critical component of many business succession and wealth transfer plans. CLA can now provide a wide range of solutions, from the simple life insurance trust to more sophisticated funded trusts that are used for carrying out legacy plans.

Trusts Accepted*
Directed Trust Testamentary Trust IRA Trust Intentionally Defective Grantor Trust (IDGT)
Delegated Trust Credit Shelter Trust Marital Trust Simple/Complex Trust
Successor Trust Asset Protection Trust Spousal Access Trust GST Exempt/Nonexempt Trust
Revocable/Irrevocable Trust Dynasty Trust Crummey Trust Charitable Lead Trust
Irrevocable Life Insurance Trust (ILIT) Qualified Personal Residence Trust Grantor Retained Annuity Trust (GRAT) Charitable Remainder Trust

* Trust acceptance is subject to document review. Other trust types may also be considered based upon facts and circumstances.

The benefits to clients

Clients will fully benefit from the firm’s deep, multidisciplinary experience in tax, trust and estate, financial, and investment planning services — all on one team. CLA Trust Company is chartered in South Dakota as a wholly owned subsidiary of CliftonLarsonAllen LLP. Through a strategic relationship with South Dakota Trust Company, LLC, the firm is able to take advantage of the state’s favorable trust asset protection, income tax, and privacy laws. 

Learn more about CLA Trust Company at CLAconnect.com/Private-Client/Wealth-Advisory/CLA-Trust-Company

Disclaimer

CLA Trust Company, LLC, a South Dakota chartered trust company, acts exclusively as a trustee/fiduciary. Investment advisory services for CLA Trust Company, LLC accounts may be provided by CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor. CLA Trust Company, LLC has contracted with South Dakota Trust Company, LLC, a South Dakota chartered trust company, to serve as trust administrative agent. CLA Trust Company, LLC and CliftonLarsonAllen LLP do not provide legal services.


About CLA

CliftonLarsonAllen (CLA) is a professional services firm delivering integrated wealth advisory, outsourcing, and public accounting capabilities to help clients succeed professionally and personally. Our professionals are immersed in the industries they serve and have deep knowledge of their operating and regulatory environments. With more than 5,000 people, more than 100 U.S. locations, and a global affiliation, we bring a wide array of solutions to help clients in all markets, foreign and domestic. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.