Dynasty Estate Planning
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 of people living during the…
Read MoreExpat 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 MoreOld ILIT New Solutions
There are many ways to modify or update an irrevocable trust. Find out how.
Read MoreWhat 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…
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