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Dynastic Trust Considerations

By Gerry W. Beyer

TrustIt is important to consider the amount of the payments, beneficiaries, and inflation rates, when creating a dynastic trust. Recently, Rubin on tax released an article on the feasibility of keeping a dynastic trust long-term.  

See Rachelle Hellams, Thinking Through Dynastic Trusts, Wealth Stategies Journal, Nov. 17, 2013.

Special thanks to Jim Hillhouse (Professional Legal Marketing (PLM, Inc.)) for bringing this article to my attention.

Posted in:
Income Tax and Trusts