Hear from Jonathan E. Gopman, a partner at Akerman Tax, Trusts, and Estates, on Creative Planning with Completed Gift Self-Settled Dynasty Trusts. He discusses why you would want to use a completed gift self-se...
"Read More"
In this episode of Conversations With Trust Experts, guest speaker Layne Rushforth discusses the benefits of Nevada trust and state law. Layne is recognized as one of the top leading trust and state attorneys w...
"Read More"
Grantor Retained Annuity Trusts (“GRATs”) are a powerful planning tool especially in an environment with low-interest rates and suppressed asset values. But there is much more to how GRATs should be used in...
"Read More"
Welcome to Choosing the Right State for Your Trust. 3 strategies to help your clients save taxes with Rebecca Haines and Joseph Strazzeri. The three tools we will be discussing are decanting, trusts and incompl...
"Read More"
Join Gideon Rothschild as we discuss what asset protection strategies to discuss with clients now. We discuss first the current situation regarding COVID-19 and US elections and how it may affect protection and...
"Read More"
Self-Settled Trusts Should Not Be Included in a Decedent's Taxable Estate - Analysis Section 2036(a)(1): Assets gifted by Decedent (in trust or otherwise) but Decedent retained for life: “The right to the i...
"Read More"
Choice of jurisdiction Opportunities using Out-pf-State Trusts Dynasty Trusts Domestic Asset Protection Trusts Hybrid DAPTs Trust Decanting State Income Tax Savings View PDF...
"Read More"
Why you have to tell clients to plan NOW! And SLATs will be a common tool for many...
"Read More"
Spousal lifetime access trusts (“SLATs”) may be the most common planning technique for married clients to use in 2020 as the tax environment remains uncertain after the election. This webinar will explore h...
"Read More"