Hear from Jonathan E. Gopman, a partner at Akerman Tax, Trusts, and Estates, on Creative Planning with Completed Gift Self-Settled Dynasty Trusts. He discusses why you would want to use a completed gift self-settled dynasty trust, along with how to design these trusts to accomplish your client's tax objectives. Topics include:
- Gift and Estate Taxes
- Completed vs. Incomplete Gifts
- How to Structure a Completed Gift
- Gift Splitting
- Layering in Asset Protection
- 4 Fact Patterns
If you have questions about dynasty trusts or questions on how to set one up, contact Peak Trust Company. The trust experts at Peak Trust Company are ready to answer any questions you may have.