Dynasty Trusts: The Basics

A dynasty trust can offer significant benefits, but achieving these benefits is not simple. Crafting a well-constructed dynasty trust requires the planner to clear hurdles presented by various provisions of tax and trust law, including not only the federal estate and gift tax, but also the generation-skipping transfer (GST) tax, state fiduciary income tax and non-tax principles, including the common

All access premium subscription

Your subscription will include 12 months of Trusts & Estates magazine and access to premium content on WealthManagement.com.

Hide 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.