Dynasty Trust

Many clients have large estates that have not been thoroughly reviewed. Estate tax planning is complicated and covers topics varying from tax-efficiency to generation planning. By using a Dynasty Trust, an individual can take advantage of the Generation Skipping Transfer (GST) tax exemption amount to provide distributions to trust beneficiaries for several generations. Dynasty Trusts allow a portion of trust assets to remain outside of the beneficiaries’ taxable estates. If you need further assistance, we have in-house staff with the experience to support your clients’ needs.

Dynasty Trusts

Dynasty Trusts Producer Guide – 3/2011