Asset Protection

Designated beneficiaries may be disregarded in certain situations.

The values of older and new generations are increasingly difficult to reconcile.

The IRS rules that they don’t result in loss of generation-skipping tax exemption

Strengthen client families' communication skills to manage conflict, coordinate action more effectively and minimize unproductive patterns.

Quick cash-outs can be shortsighted when it comes to wealth planning and legacy building.

Should proceeds be paid to a bypass trust for the benefit of the surviving spouse?

What happens to the convicted murderer's fortune?

Spouse didn’t have general power of appointment over marital trusts due to restrictions on removing and replacing trustee.

Modern directed trusts are one of the best vehicles to provide intergenerational wealth preservation and flexibility.