Excellent Opportunity: The Modern Dynasty Trust/Family Bank


In times of economic and tax uncertainty, flexibility and control in the trust is an important concern. The long term nature of a Dynasty Trust—designed to exist in perpetuity to provide a substantial legacy for current and future generations, and promote family values—makes this concern even more significant for both domestic and international families. Modern Dynasty Trust laws, like those in South Dakota, provide the grantor with the flexibility to deal with future uncertainty while maintaining the benefits of intergenerational planning. Today, modern trust structures and customized multi-generational planning can provide privacy, tax, and asset protection, along with many other non-tax benefits for a family in perpetuity.

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