Dynasty trust planning: a tax-efficient way to manage wealthy families’ assets

01-Sep-2015 #Globalwealth Source: Investment News

Dynasty trust planning is an estate planning tool whereby a parent or grandparent establishes a trust for the benefit of his or her children and grandchildren, then transfers assets to it, where they can continue to grow indefinitely for future generations without being subject to gift, estate or GST taxes. The article explains the benefits of dynasty trust planning in detail.

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