Spousal Lifetime Access Trusts (SLATs)

December 5, 2019

The Spousal Lifetime Access Trust (SLAT) is a flexible estate planning tool that can provide families wealth stability, though it should be employed within overall goals.

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The Grantor Retained Annuity Trust (GRAT)

November 6, 2019

Learn how a Grantor Retained Annuity Trust (GRAT) can freeze the value of an asset while passing the appreciation of that asset onto beneficiaries free of gift and estate tax.

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Case for Appointing a Corporate Co-Trustee

July 30, 2019

Based on consultation with advisors and legal professionals, you need to weigh the benefits of involving a corporate trustee and decide who is best suited for this role.

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Should You Try to Compel Specific Behavior Through Trust Provisions?

September 11, 2018

To address the fear of raising a “trust fund baby,” we put together an overview on Incentive Trusts for times when a few guardrails may be needed when transferring wealth.

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Trusts & Estates

May 17, 2018

Too often, trust and estate planning decisions are misunderstood by beneficiaries. In this article, we discuss practicals to help ensure that “trusts don’t imply mistrust.”

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