Protecting and Transitioning Your Wealth

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


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