Estate planning is a complex and dynamic topic. The myriad of legal, tax and relationship issues that impact asset protection and generational wealth planning can be daunting. New, modern trust and trust tax laws have emerged to provide families with more options and more opportunities for innovative planning than ever before.
We like to provide our insights and experiences on topics we have found to be of particular interest to our clients and their advisers. Below is a collection of white papers and articles that address issues and topics that are often raised during the course of our work . We hope you find them helpful, and should they stimulate further questions or require additional explanation we invite you to contact us and we will be happy to help.
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If you have specific questions about how a directed trust structure could fit your estate plans, please contact us.
Trust law is evolving in the United States, and New Hampshire and South Dakota have enacted some of the most progressive trust laws in the country. Part of this progression includes the development of open architecture techniques for trust governance. Careful and thoughtful use of directed trust structures will provide new opportunities that will empower families and provide comfort to fiduciaries.
Challenging the Industry Dominance of Bundled Service Providers and Promising Greater Flexibility and Lower Fees for Families and Their Advisors.
To What Extent Can Massachusetts Residents Continue to Serve the Trust in Non-Trustee Capacities without Jeopardizing the Trust’s Non-Resident Status?
Leveraging the Legal Framework of a Favorable State Such as New Hampshire.
Enhancing its status as a premier trust jurisdiction, South Dakota recently enacted legislation authorizing married couples to form a trust and achieve a 100% stepped up cost basis on trust assets specifically designated as community property. South Dakota joins Alaska and Tennessee as the only states specifically authorizing such trusts.