Posts Tagged ‘Value Statements’

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 trusts and irrevocable dynasty trusts.…