We analyzed the endowments of more than 1,000 private, nonoperating foundations with assets of less than $50 million over a two-year period.
Property used to fund grantor retained annuity trust was undervalued.
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.
Families don’t just pass on wealth; they pass on communication strategies they learned from the generations before them.
Noncash giving is the way to go.
Periods of uncertainty impact what, when and how much donors give, and can even cause donors to reevaluate their giving strategy.
Modern directed trusts are one of the best vehicles to provide intergenerational wealth preservation and flexibility.
Advisors should consider revisiting this often overlooked solution.
