Battle of the States: Dynasty Trusts

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By: Steven J. Oshins, Esq., AEP (Distinguished)

While many estate planning practitioners have made use of these Dynasty Trust states, there are still many who have not yet expanded their practices to include out-of-state Dynasty Trusts as a regular part of their practices. One of the purposes of this article is to introduce the Dynasty Trust concept to those who have not used them, but another purpose is to illustrate some of the material differences among these favorable Dynasty Trust states.

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