Maximum Control

Helping clients shift wealth to younger generations in a tax efficient manner is a primary goal of all estate-planning professionals. Nevertheless, many clients are unwilling to make lifetime gifts to their descendants unless they can retain some degree of control over the transferred assets. The control that clients typically seek is either to act as trustee of the trust that holds the gift property,

Helping clients shift wealth to younger generations in a tax efficient manner is a primary goal of all estate-planning professionals. Nevertheless, many clients are unwilling to make lifetime gifts to their descendants unless they can retain some degree of control over the transferred assets. The control that clients typically seek is either to act as trustee of the trust that holds the gift property, or to maintain the ability to reach the assets without adverse tax consequences. Whether a p

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