Wealth Planning Illuminated

Lifetime Gift Planning: Dynasty trusts


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There are many reasons to make gifts to younger family members in trust for their benefit rather than outright. Some of the benefits include asset protection, tax planning, and family control. When creating a trust for many generations, one common strategy is a dynasty trust. Dynasty trusts have two unique aspects that make them an attractive wealth transfer strategy
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Wealth Planning IlluminatedBy CIBC Private Wealth US