Achieving Situs

Achieving Situs

Why ongoing trust administration is critical

Trust situs is a constantly evolving and complex subject. While interested parties to a trust often focus on selecting the best situs for tax savings or creditor protection, parties may overlook the significant role situs plays in a trust’s ongoing administration or its impact on taxation and the application of statutory and case law. 

In any discussion regarding trust situs, defining what’s meant by “situs” is critical. There can be multiple types of si

All access premium subscription

Your subscription will include 12 months of Trusts & Estates magazine and access to premium content on WealthManagement.com.

Hide comments

Comments

  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Publish