Protecting and Transitioning Your Wealth
A Comprehensive View of Trust and Estate Planning for Family Offices
Cummings & Lockwood LLC and Family Office Association present a comprehensive white paper for ensuring that your family office addresses the essential elements of protecting and transitioning your wealth- from life planning and administration to trust selection and asset protection.
White Paper Preview:
A comprehensive view of trust and estate planning for family offices: protecting and transitioning your wealth.
- 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 and Business Succession Planning
- Retirement Plans and Employee Benefits
- Private Placement Life Insurance
- 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
Become a Member for Access