We address in this Webinar the need for family meetings and legacy planning. Throughout this video, we talk about the client experience and survey results, the cost of conflict avoidance, the problem with traditional planning, family culture, and more.
- Who We Serve
- Trust Services
- Alaska Community Property Trusts
- Incomplete Gift Non-Grantor Trusts
- Asset Protection Trusts
- Intentionally Defective Grantor Trusts
- Custodial Services for Individual Trustees
- Irrevocable Life Insurance Trusts
- Charitable Trusts
- LLC Administration for Private Placement Life Insurance
- Delegated Trusts
- Qualified Personal Residence Trusts
- Directed Trusts
- Self-Directed IRA & IRA Services
- Dynasty Trusts
- Self-Settled Trusts (a.k.a. Spendthrift Trusts)
- Generation-Skipping Trusts
- Special Needs Trusts
- Grantor-Retained Annuity Trusts
- Spousal Lifetime Access Trusts
- High-Balance Insured Cash Deposit Solutions
- Process
- JURISDICTIONS
- EXPERTISE
- Careers