Resources

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.

We are here to help

If you have specific questions about how a directed trust structure could fit your estate plans, please contact us.

ctcinquiry@concordtrustcompany.com

(NH) 603.219.0264

(SD) 605.646.0300

Directed Trusts: Enabling More Control & Flexibility through Multi-Participant Trust Structures

 

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.

 

Emerging Directed Trust Company Model

 

Challenging the Industry Dominance of Bundled Service Providers and Promising Greater Flexibility and Lower Fees for Families and Their Advisors.

Moving a Trust from Massachusetts to New Hampshire to Avoid Continuing State Income Tax

To What Extent Can Massachusetts Residents Continue to Serve the Trust in Non-Trustee Capacities without Jeopardizing the Trust’s Non-Resident Status?

Best Practices for Creating and Administering Self-Settled “Qualified Disposition Trusts” (“QDTs”)

 

Leveraging the Legal Framework of a Favorable State Such as New Hampshire.

Special Spousal Trusts 

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.

Primer on Domestic Asset Protection Trusts

ABOUT CONCORD TRUST COMPANY

Concord Trust Company (CTC) is a state-chartered and regulated non-depository trust company. We focus on helping wealthy families and their trusted advisors realize the many benefits of directed trusts and locating trusts in a favorable trust and tax law jurisdiction. We have offices in New Hampshire and South Dakota, two of the best jurisdictions in the country, and administer trusts there for families from throughout the U.S. and the world.

CONTACT US


Concord Trust Company


New Hampshire Office
3 Executive Park Drive, Suite 302
Bedford, NH 03110
tel. 603.219.0264
fax. 603.856.8179


South Dakota Office
211 Founders Park Drive, Suite D
Rapid City, South Dakota 57701
tel. 605.646.0300
fax. 605.496.7334

Copyright 2018 Concord Trust Company