Jurisdiction Independent Trust

August 24, 2019
Rule Against Perpetuities

Rule Against Perpetuities

The Rule The Rule Against Perpetuities is an archaic rule adopted by the U.S. as part of the Common Law heritage from its colonial predecessors.  In most applications, it limits the length of time in which a person may control property.  The time limit is generally based on the lives […]
May 13, 2019
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 […]
December 19, 2018
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 are operate in jurisdictions that have abolished laws that require termination such as the Rule Against Perpetuities.  They take advantage of tax rules to minimize or eliminate multi-generation estate taxes.  The best trusts […]
June 22, 2015

The Jurisdiction Independent Trust

Where Should You Set Up Your Trust? Where is the best place to set up your trust?  Where you live?  In a state that has laws that favor your particular goals and concerns?  In a state with lower tax rates?  How do you know where you want your trust to […]