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Enhancing the Value and Flexibility of Trust Solutions

‐ Jul 25, 2012 10:50am

Credits: None available.

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



  • 0.00 - Tax

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