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

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