With proper estate planning and design you can create a Testamentary Trust to accomplish the long-term fulfillment of your wishes. It can be designed to realize any desires you have for the future. You could, for example, create a Trust that would provide for the current and future needs of your beneficiaries and to furnish a lasting legacy to the WUSA Endowment Fund. The WUSA Endowment Fund would invest your Trust assets to provide continuing income to your beneficiaries and the Waterfowl USA Endowment Fund.

If you direct, the Trust funds could be used to meet major or unexpected expenses for your beneficiaries. For example, your Trust agreement could direct the Trustees to make funds available for your beneficiaries medical expenses, health care, education, etc. A Trust could also be established to reduce the tax burden on your estate. For instance, terms can be written to minimize the overall estate tax liabilities by dividing your assets into separate Trusts that would provide for different needs.

With a Testamentary Trust, you state your intentions based on your particular circumstances. The end result is that the Testamentary Trust allows you to provide for the financial needs of your loved ones and the Waterfowl USA Endowment Fund well into the future.