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Flexible Trusts to Deal With Future Uncertainties

Unprecedented times call for unprecedented planning

Flexible trust planning has never been more important as a result of current and future health, political, economic and tax uncertainty. Modern trusts1 are drafted and existing trusts are modified to provide flexibility allowing a family the ability to navigate an unknown future and preserve family legacies intergenerationally. Many families will use their estate, gift and generation-skipping transfer (GST) tax exemptions2 to fund a flexible modern trust for important

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