Securities Law Considerations for Trusts and Estates Advisors: Part I

Securities Law Considerations for Trusts and Estates Advisors: Part I

Accredited investors and qualified purchasers

As trusts and estates advisors, one of our primary goals is to structure estate-planning transactions for our clients in a tax-efficient manner, with minimum impact on other objectives. Although an estate-planning transaction may achieve a client’s transfer tax objectives, draftspersons could inadvertently structure a trust in a manner that restricts the trustees from making certain investments. When working with high-net-worth (HNW) families, advisors must consider the potential and anti

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