Dynasty Estate Planning

August 14, 2017
Spousal Lifetime Access Trust

Spousal Lifetime Access Trust

What is a Spousal Lifetime Access Trust (SLAT)? A SLAT is an Irrevocable Trust that: Provides specific support for a spouse for life Is excluded from the taxable estates of both spouses If everything goes as planned, ultimately passes more than the exclusion amount to the children or other designated […]
April 24, 2017
Family Office

Family Office

The Family Office The “Family Office” is a tool that has long been used by the “ultra-wealthy.”  It’s primary function is to consolidate control of family wealth.  Such control is, by its nature, necessarily a business activity.  In other words, the Family Office runs the business of managing the family […]
April 5, 2017
Statements of Wishes

Statements of Wishes

STATEMENTS OF WISHES IDENTIFYING VALUES, CREATING INCENTIVES, ESTABLISHING POLICIES Statements of Wishes Statements of Wishes, or what is sometimes called a Letter of Wishes, have long been used in international trusts and off-shore planning.  Historically they derived from Testamentary Trusts. For decades, we have used them with inter vivos trusts or living […]
March 30, 2017
cryonic suspension trust

Alcor Life Extension Visit

Alcor Visit I recently visited the Alcor Life Extension in Scottsdale, Arizona.  I have a number of clients on their way here to await re-animation.  I was impressed by the attention to detail in the planning and preparation. Cryonic Suspension Trust They have a cryonic suspension trust.  People from all […]