Jurisdiction Comparison for Wealth Transfer Planning

For the families that are reevaluating and modifying their fiduciary structures, this reference summary of state laws is provided for consideration when establishing wealth transfer plans and structures, including taxation, trust laws, asset protection, and regulated and unregulated private trust companies. This updated summary includes a broader aggregation of top U.S. trust jurisdictions, covering Wyoming, Alaska, Delaware, Nevada, New Hampshire, South Dakota, and Tennessee.