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Fine-Tuning Dynasty Trusts as the "Centerpiece" of the Family Wealth Plan
Date
July 16, 2013
This session will discuss how to use a Dynasty Trust as a multi-generational “process” of insulating the family’s assets from the IRS and other potential claimants, while still providing for control, use and enjoyment of the family wealth. Highlights include:
• Why the Dynasty Trust should be the “centerpiece” for virtually all family wealth planning
• Why inheriting in trust is almost always better than inheriting outright
• Why virtually all trusts should have similar design features
• What is the preferred trust design – and it’s not a “traditional” or HEMS trust
• How to maximize control without IRS and predator exposure
• How to maximize tax, creditor and divorce protection
• Why the Dynasty Trust should be the “centerpiece” for virtually all family wealth planning
• Why inheriting in trust is almost always better than inheriting outright
• Why virtually all trusts should have similar design features
• What is the preferred trust design – and it’s not a “traditional” or HEMS trust
• How to maximize control without IRS and predator exposure
• How to maximize tax, creditor and divorce protection
Speaker
Partner, Oshins & Assoc., LLC
Specialties
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