Expat Estate Planning

Expat Estate Planning

The expat lifestyle as a certain allure and mystique. Entertainment media serves up a stereotype image of wealthy Americans living the good life in far away places. The physical and emotional disconnect with the U.S. that expats find enjoyable also triggers huge problems for Expat Estate Planning. There seems to be a growing number of…

Read More

What is a Dynasty Trust?

What is a Dynasty Trust?

A “Dynasty Trust” is a Trust designed to hold and protect property over multiple generations.  Such trusts take advantage of jurisdictions that have abolished laws that require termination such as the Rule Against Perpetuities.  They also take advantage of tax rules to minimize or eliminate multi-generation estate taxes.  Because such Trusts are designed to last…

Read More

The Good Executor

Good Executor

This is a re-publication and update of an article I wrote that originally appeared here. Why “Executor” The title “Executor” is commonly used to refer to a person who administers the estate of a deceased person. In Latin, an Executor is always a male. The female counterpart is an “Executrix.” Gender specific titles can be…

Read More