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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.

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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