Trust & Estate Planning
- Private common-law business trusts
- Revocable & irrevocable living trusts
- Pour-over wills & ancillary instruments
- Trustee instructions & successor planning
For two decades Tre Capital has structured the trusts, entities, and administrative architecture that quiet wealth depends on — with the highest degree of passion and integrity for our members. Court-ready documents. In collaboration with the Malachian Non-Bar Association. By limited appointment.
Watch the Briefing — The Ownership Trap (4 min)Most American families build assets the way the IRS, the courts, and creditors prefer — directly, in their own personal name. The hidden cost is staggering. The Super-Wealthy know better. They control without owning. They live by design, not by default.
Without proper trust structure, your estate becomes a matter of public record — available to creditors, predators, and casual searchers.
Personal ownership exposes a lifetime of growth to federal estate and gift taxes that can claim up to 40 cents of every dollar above the exemption.
Assets held in your name are reachable in any judgment. One bad event can unwind a lifetime of disciplined work in a single afternoon.
Without administered structure, the people you love are left negotiating with attorneys, courts, and each other instead of receiving what you built for them.
A four-minute briefing on why most American estates are exposed by default — and the structural alternative the wealthiest families have used for a century.
When you have seen it, the next step is a conversation.
This is not a loophole. It is law. It is contract. It is the way wealth has been preserved across generations for centuries — and the architecture has never been more accessible than it is today.
At Tre Capital we build the same structures the wealthiest families have used for a hundred years: private common-law business trusts, strategic multi-layered entities, and the administrative discipline that keeps them sound.
We are not attorneys and we do not practice law. We are something different: a private document-preparation firm that has spent twenty years refining what a properly-structured estate looks like — and how to build one without paying an attorney $500 an hour to learn on your dime.
Every engagement is built to fit. Pricing below is shown next to industry standard so you know what your structure should cost — and what most firms charge you to overpay for.
Not every dollar buys the same structure. Here is how the three most common paths compare on the dimensions that matter.
Every engagement follows the same disciplined sequence. No factory paperwork. No template wills filed by an intern. Each structure is built to fit the family or business that will live inside it.
A confidential 30-minute strategy session. We listen, we ask the right questions, you decide.
We map the structure to your assets, family, and goals. Nothing one-size-fits-all. Nothing extra.
Court-ready instruments are drafted, reviewed with you, and notarized to Indiana standards.
Optional ongoing administration keeps the architecture sound long after the documents are signed.
Premium engagement should not feel like a gamble. These four commitments are non-negotiable on every engagement we accept.
Engagement scopes are documented up front. No hourly creep. You see the number, you decide.
Private-sector practice means privacy is the default, not an add-on or a checkbox you tick.
Court-ready instruments drafted to the standards banks and registrars actually accept.
One phone number. One representative. No bots, no ticket queues, no offshore call centers.
For two decades we have built the same architecture the wealthy use — and made it accessible to families and founders who need it most. Not cheap. Honest.
Our formal collaboration with the MNBA situates our practice in the private sector — outside the constraints that bind bar-admitted firms, with capability they cannot match.
Trust and entity documents prepared for hundreds of members across the country since the firm’s inception in 2004.
Instruments drafted to the standards courts and banks actually accept — not template paperwork from a download site.
We accept a controlled number of engagements each month. Members receive the attention their structure deserves. No factory line.
Privacy is not an add-on or a checkbox. It is the discipline at the center of everything we build for our members.
You see the industry price next to ours. No hourly surprises. No retainer creep. Engagement scopes are written and held.
A 24-page private briefing on the trust, entity, and asset-protection architecture the wealthiest families have used for a hundred years — explained in plain English, structured for action.
A 30-minute confidential call. No retainer. No commitment. We listen, we ask, we sketch. If we are a fit, we begin. If not, you leave with a clearer understanding of your options than most paid consultations provide.
If your question is not here, the strategy session is the right place to ask it.
Pick whichever fits your day. Each one reaches the same desk.
Speak with a representative directly. Toll-free during business hours.
Text support: 312.283.0763
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