Skip navigation

Maximum Control

Helping clients shift wealth to younger generations in a tax efficient manner is a primary goal of all estate-planning professionals. Nevertheless, many clients are unwilling to make lifetime gifts to their descendants unless they can retain some degree of control over the transferred assets. The control that clients typically seek is either to act as trustee of the trust that holds the gift property,
Resources

Helping clients shift wealth to younger generations in a tax efficient manner is a primary goal of all estate-planning professionals. Nevertheless, many clients are unwilling to make lifetime gifts to their descendants unless they can retain some degree of control over the transferred assets. The control that clients typically seek is either to act as trustee of the trust that holds the gift property, or to maintain the ability to reach the assets without adverse tax consequences. Whether a

All access premium subscription

Please Log in if you are currently a Trusts & Estates subscriber.


If you are interested in becoming a subscriber with unlimited article access, please select Subscription Options below.


Questions about your account or how to access content?


Contact: [email protected]

TAGS: Archive
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