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Tips From the Pros: Frequently Overlooked Trust Planning Considerations

Al W. King III addresses important issues on modern trusts.

The current population trends and the historic $84 trillion wealth transfer have only increased the importance and desire for modern directed trusts.1 The advantages of modern directed trust planning such as flexibility and control, asset protection, tax savings, privacy, legacy/succession and cross-border planning have never been more popular.2 Here are some of the often-overlooked issues and considerations.

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