More than ever before, giving families are working to involve multiple generations in their philanthropy. This emergent trend comes with a shift that focuses the conversation of next generation engagement from a “passing the baton” mentality—where succession planning is the motivator for next gen participation—to an intergenerational focus. Knowing how to make the most of your family’s time, talent, and treasure can be an opportunity of a lifetime to create profound family ties and remarkably effective family philanthropy.
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Migrating trusts from state to state can be challenging. Use this decision tree as a resource when transferring trust situs from one state to another or when modifying a trust agreement following migration to a new state.
Trinity Davis and Tom Aldrich discuss digital executive protection and how to navigate the digital space in today's every changing landscape.