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.

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