Institutional Partnerships
A Dedicated Trust Partner for Wealth Advisors & CPAs
We provide the spendthrift trust design and estate structuring your clients need—without ever competing for investment management, advisory fees, or custody.
Why Partner With Ewing Legal Group?
As a wealth advisor or CPA, your high-net-worth clients frequently ask for trust structuring and asset protection. Yet traditional law firms often take months to draft documents, communicate in impenetrable legalese, and fail to coordinate with your Investment Policy Statement (IPS).
Zero AUM Competition
We strictly provide trust structuring and educational document preparation. Your client’s assets remain 100% under your management and custodian.
IPS-Aligned Trust Drafting
We craft trustee investment provisions that explicitly grant your firm discretionary authority to manage trust portfolios under modern prudent investor rules.
Fast, Predictable Delivery
Dedicated intake channels for advisors ensure documents move from concept to execution in weeks rather than a half-year queue.
Division of Responsibilities
What We Provide:
- • Bespoke spendthrift and asset-protection trust agreements
- • Clear statutory distribution rules (HEMS, milestones, discretionary)
- • Ancillary estate directives (wills, POA, healthcare directives)
- • Seamless fiduciary tax support: professional accountants manage Form 1041 reporting and issue timely K-1s directly to your clients
- • Clear asset re-titling checklists for the client’s brokerage accounts
- • Joint participation in advisor-client planning sessions
What We Need From You:
- • High-level balance sheet and asset allocation overview
- • Custodian titling requirements (Schwab, Fidelity, Pershing)
- • Summary of client goals (beneficiary protection, business risk, taxes)
- • Existing entity org charts (if operating companies are involved)
How Joint Client Engagements Work
Advisor Frequently Asked Questions
Who serves as Trustee? Does Ewing Legal Group act as corporate trustee?
Most clients appoint a family member, trusted colleague, or an independent corporate trust company. Ewing Legal Group provides structuring and documentation; we do not displace institutional trust companies or force an internal trustee on your client unless specifically engaged for specialized administration.
How does the trust language address the advisor's investment management agreement?
Our trust instruments incorporate explicit delegation powers under the Uniform Prudent Investor Act (UPIA), specifically authorizing the Trustee to delegate investment management discretion to an RIA and pay customary advisory fees directly from trust accounts.
Do you work with advisors across all 50 states?
Yes. While our firm is based in Utah, our spendthrift trusts are written and structured under the governing laws of the State of Nevada—widely recognized by estate practitioners as the premier domestic trust jurisdiction nationwide. Our frameworks accommodate clients and advisory practices across all 50 states, coordinating with local counsel where state-specific execution mandates apply.
Note for Advisors: Interested in an executive overview or spendthrift trust explainer deck to share with your internal wealth planning committee? Submit an inquiry below and request our advisor briefing packet.
Connect With Our Advisor Practice
Initiate a partner inquiry to discuss an upcoming client matter or schedule a collaborative orientation call.
Submit Advisor Inquiry