When does a dynasty trust make sense for a high-net-worth family?

Dynasty trusts are most effective when your estate is projected to exceed state/federal thresholds or you want multi-generational control, creditor protection, and tax-efficient gifting. We tailor duration, situs, and trustee powers to your family’s goals.

What is the best way to own life insurance for estate liquidity?

An ILIT can keep death benefits outside your taxable estate, provide trustee-managed liquidity for taxes and equalization, and coordinate with buy-sell or business succession plans.

How do SLATs fit into a comprehensive wealth transfer plan?

SLATs let one spouse gift assets to a trust benefiting the other spouse and descendants, removing appreciation from the estate while retaining indirect access if drafted correctly.

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