Protecting and Transitioning Your Wealth

[note]A Comprehensive View of Trust and Estate Planning for Family Offices[/note]

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.[heading size=”2″ color=”e.g. #000″]White Paper Preview:[/heading]

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


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Author: Family Office Association Support
Family Office Association is a global community of ultra-high net worth families and their single family offices. We are committed to creating value for each family that we serve; value that grows wealth, strengthens legacy, and unites multiple generations by speaking to shared interests and passions. Family Office Association delivers private education and networking opportunities, proprietary research, and access to salient thought leadership that will interest all generations of your family.