A New Paradigm: Truly Multigenerational Planning

A New Paradigm: Truly Multigenerational Planning

Help families achieve a diversity of shared goals

To many attorneys, the term “multi-generational planning” brings to mind family business, dynasty trust, generation-skipping transfers (GSTs) and a host of tax planning opportunities. These opportunities are inherently “top down,” in the sense that the older generation—the parents—do the planning for the benefit of following generations.

Attorneys pay far less attention to the type of multi-generational planning that’s required when concerns

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