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Depression-Era Trusts Come Home to Roost

Consider six issues to help families prepare for termination

During the 1930s, there was a spike in the number of trusts created as wealthy families responded to steep increases in federal gift and estate tax rates. These trusts are now approaching mandatory termination dates and, as with any trust termination, advisors must consider how best to help beneficiaries prepare for a new influx of wealth.  

Much focus has been placed on the implications of wealth transfer between members of the baby boomer generation and their heirs. For certain

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