- April 22, 2020
- Posted by: Kathleen Tepley
- Category: Estate Planning, Health/Lifestyle, White Paper
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A Comprehensive View of Trust and Estate Planning for Family Offices by Cummings and Lockwood, LLC.
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.
Authors: Mary Beth Crawford, Daniel P. Fitzgerald, Jessie A Gilbert, David M Halpen, Daniel G Johnson, Rani Newman Mathura, Douglas H Olin, Heather J Rhoades
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Topics Covered Include:
- 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