Discretionary Trusts Primer

For decades, discretionary trusts have been part of the estate planner's arsenal. These types of trusts have significant advantages, including the flexibility to deal with changes in circumstances. But there are significant differences between discretionary trusts that are and those that have standards for a trustee to follow.1 Understanding the merits of both types enables wealth planners to choose

For decades, discretionary trusts have been part of the estate planner's arsenal. These types of trusts have significant advantages, including the flexibility to deal with changes in circumstances. But there are significant differences between discretionary trusts that are “pure” and those that have standards for a trustee to follow.1 Understanding the merits of both types enables wealth planners to choose the vehicle best suited for a particular client's needs.2 Fortuna

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