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Tips From the Pros: Are Dynasty Trusts Only for the Ultra Wealthy?

Al W. King III posits that families of all net worth levels can benefit from dynasty trusts.
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Modern trust laws provide tax benefits, privacy,1 asset protection,2 the promotion of family values3 and the creation of a family bank,4 as well as protection against an uncertain future.5 Both the non-tax and tax reasons, combined with control and flexibility regarding trust investments and distributions,6 all make the modern dynasty trust a very important planning option for clients of most all net worths.7 These

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