Trusts & Estates

read
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.

TO learn more about trust situs selection and to access the article, please fill out the form below.


Complete the form to get your free guide

Related Resources

Quarterly24 V18 4 teaser Issue4 Trust Estates
read
Trusts & Estates

WealthCounsel Quarterly, Volume 18, No. 4—Shining Some Light on the Sunset

Learn More
EPAW Hero Image 2024
read
Trusts & Estates

2024 Estate Planning Awareness Week - Free Marketing Package

Get free access to the 2024 Estate Planning Awareness Week marketing package with customizable blog content and letters so you can reach out to current and prospective clients, as well as referral sources, without having to spend hours creating original content from scratch.

Learn More
240903 Industry Trends landing page banner DL
read
Trusts & Estates

2024 Estate Planning Industry Trends Report

Don't miss your chance to stay at the forefront of the estate planning industry. Download the full report for free by submitting the form on this page, and be well-prepared for current opportunities and challenges.

Learn More

Get the Premier Magazine for Industry Thought Leaders