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Picking the Best Trust Situs for Your Client

Now Available On Demand

The jurisdiction you use to situs a trust can affect many aspects of the trust, including the amount of taxes your client will pay, how the trust is administered and whether the trust assets will be protected from creditors. Some jurisdictions are more favorable than others, and it’s important to stay up-to-date on the laws of those jurisdictions to help pick the one best suited to your client’s needs.  Our panel will provide updates of the trust laws of four favorable trust jurisdictions: New Hampshire, Delaware, Nevada, and South Dakota.

CFP, CIMA®, CPWA®, and AEP® CE Credits have been applied for and are pending approval.

Steve Oshins
Oshins & Associates, LLC


Todd Flubacher
Morris, Nichols, Arsht & Tunnell LLP


Terry N. Prendergast
Davenport Evans


Thanda Brassard
General Counsel
Fiduciary Trust of New England


Susan Lipp - Moderator
Editor in Chief
Trusts & Estates


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