Mercer County Estate Planning Council, February 7th, 2018 – Speech Outline “Powerful Planning Opportunities Using the Top-Rated Domestic Trust Jurisdictions,

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Presentation transcript:

Mercer County Estate Planning Council, February 7th, 2018 – Speech Outline “Powerful Planning Opportunities Using the Top-Rated Domestic Trust Jurisdictions, i.e., Alaska, Delaware, Nevada, New Hampshire, South Dakota & Wyoming” State Income Taxes State Premium Taxes and Insurance Laws Dynasty Trust Statutes Directed Trust Statutes Trust Protector Statutes Family Advisor Statutes Special Purpose Entities/Trust Protector Companies Combined with Directed Trusts Community Property Trusts Privacy and Beneficiary Quiet Trust Statutes No Contest Clauses Asset Protection – Both Self-settled and Third Party Trusts Private Trust Company Laws and Services (regulated and unregulated) The Non-Charitable Purpose Trust Key Domestic Trust Solutions For International Families Changing Trust Situs: Reformation/Modifications, Restatement and Decanting Maximizing Trust Situs – Asset Protection, Tax and other Purposes