To Trust or Not to Trust: A Tutorial on Trust Planning for Wealthy Families & Their Advisors
Speaker: Krista M. Fenske, Esq., Cole Schotz P.C.
Clients often inquire as to whether placing assets in a trust is advisable from an estate and tax planning standpoint. While there are many different types of trusts that are available, not all trusts may be suitable for a client’s specific estate plan, needs and goals. This discussion will focus on providing clarification with respect to the myriad of different trusts, the primary purpose of each, and factors to be considered in determining which type of trust is best-suited to a specific client.
To register for this webinar or for more information please click here.
As the law continues to evolve on these matters, please note that this article is current as of date and time of publication and may not reflect subsequent developments. The content and interpretation of the issues addressed herein is subject to change. Cole Schotz P.C. disclaims any and all liability with respect to actions taken or not taken based on any or all of the contents of this publication to the fullest extent permitted by law. This is for general informational purposes and does not constitute legal advice or create an attorney-client relationship. Do not act or refrain from acting upon the information contained in this publication without obtaining legal, financial and tax advice. For further information, please do not hesitate to reach out to your firm contact or to any of the attorneys listed in this publication.
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