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Description
Trust law has a decidedly siloed top-down view of trusts: settlors give property to trustees who hold it in trust for current beneficiaries and then for remaindermen. Simply, that view is incompatible with the modern reality of estate planning in which many interrelated trusts co-exist in an ecosystem that is designed by families to obtain the benefits of trusts while passing wealth across generations. Those trusts must interact with one another, coordinate distribution and investment strategies, and take actions designed to benefit the family as a whole.
Learning Objectives
This presentation explores the ways in which current law falls short and provides practical suggestions to address those deficiencies until the law catches up with reality.