Dynasty Trusts present a great opportunity to pass significant wealth on to future generations. If structured properly, the assets of a Dynasty Trust pass with minimal gift, estate or generation-skipping transfer tax consequences. As we approach the sunset of the temporarily doubled Applicable Exclusion Amount, practitioners and clients should consider whether a Dynasty Trust makes sense for them. Read on to learn more.
- Spring Summit 2026: Laissez Les Bons Temps Rouler - June 1, 2026
- When Estate Planning Documents Say One Thing—and Mean Another - June 1, 2026
- That Would Never Happen: The Most Dangerous Words in Estate Planning - April 1, 2026
