Protecting and Transitioning Your Wealth: A Comprehensive View of Trust and Estate Planning for Family Offices
A Private Clients Group White Paper
Cummings & Lockwood’s private client attorneys recently published a white paper in conjunction with the Family Office Association entitled “Protecting and Transitioning Your Wealth: A Comprehensive View of Trust and Estate Planning for Family Offices.” This white paper addresses essential elements of planning – from life planning and administration to trust selection and asset protection.
Table of Contents
- Life Planning
- Digital Assets
- Administration of Revocable Trusts
- Trustee Selection
- Management of Family Limited Liability Companies and Limited Partnerships & Gifting for High Net Worth Individuals & Business Succession Planning
- Retirement Plans and Employee Benefits
- Private Placement Life Insurance (PPLI)
- Grantor Retained Annuity Trusts
- Sales to Grantor Trusts
- Qualified Personal Residence Trusts
- Self-Cancelling Installment Note
- Planning with Residential Real Estate
- Private Annuities
- Administration of GRATS, QPRTS, Irrevocable Gift Trusts, Irrevocable Insurance Trusts
- Asset Protection Planning
- Asset Protection Trusts
- Family Trust Companies
- Cross-Border Tax Issues
- Planning for Non-U.S. Citizen Spouses
- Issues with Naming Foreign Beneficiaries
- The World of Charitable Giving Opportunities
