EST2328. Planning with Dynasty Trusts

Dynasty Trusts are a fundamental component of advanced estate planning. In this presentation, we will cover design features of Dynasty Trusts, tax considerations in establishing Dynasty Trusts, and will review different uses and client objectives when implementing Dynasty Trusts, including installment note sales to intentionally-defective grantor trusts.

Learning Objectives:

• Learn the optimal design features and jurisdictions for Dynasty Trusts
• Learn how to utilize Dynasty Trusts for advanced wealth-shifting, including opportunity shifting and installment note sales
• Learn how to use and design Dynasty Trusts for optimal asset protection and non-tax purposes