1. 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