Powerful Trust Planning Opportunities in 2016


Many powerful trends are taking place in 2016 with trust and estate planning for both domestic and international families in the favorable boutique trust jurisdictions such as South Dakota. From modern trust structures such as the directed trust, private family trust companies, special purpose entities and domestic asset protection trusts, to planning with private placement life insurance and promissory note sales, this article examines strategies that can help maximize a family’s estate plan. In addition, the publication highlights how these trends result in increased flexibility and control regarding trust administration and investment management while combining with powerful family governance as well as many other tax, asset protection and non-tax benefits.

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