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Trusts & Estates

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Trusts & Estates

Trust Situs Selection—Tax Havens or Illusory Strategy?

The income tax planning strategies for, and consequences of establishing a non-grantor trust are many and varied. It should serve as sufficient warning that negative and unintended consequences have and continue to be the result when all applicable factors are NOT given appropriate weight in deciding upon the trust form and its situs selection relative to all interested parties.

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