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

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