Enhancing the Value and Flexibility of Trust Solutions

As wealth moves inter-generationally, planning solutions must remain flexible to
adapt to the ever-changing landscape. With over 200 years of history, trusts remain
a significant planning option for implementing client legacies. This session will
focus on key issues when constructing and using trusts, including:
• Clauses enhancing a trust’s flexibility and impact
• Key document provisions every trustee and advisor should be familiar with
• The importance of situs selection