ARTICLE
2 November 2022

Dynasty Trusts (Podcast)

VW
Duggan Bertsch

Contributor

Duggan Bertsch is a team of experienced attorneys with extensive backgrounds in business, estate planning, litigation, and tax. We focus on relationships and view ourselves as strategic partners with our clients. We live by our core values of people, excellence, service, community, innovation, wellness, accountability, industry forefront, diversity, and integrity.
Join us this week for a discussion on Dynasty Trusts with our host, Mary Vandenack, Founder and Managing Partner at Vandenack Weaver and her guest, Lara Sass, an estate planning attorney in New York serving a high-net-worth clientele.
United States Family and Matrimonial

Join us this week for a discussion on Dynasty Trusts with our host, Mary Vandenack, Founder and Managing Partner at Vandenack Weaver and her guest, Lara Sass, an estate planning attorney in New York serving a high-net-worth clientele. Today's topics include the definition of a Dynasty Trust and who should use one, the Rule Against Perpetuities, where to set up a dynasty trust, how it will help reduce estate taxes overall, and the benefits to the beneficiaries. Listen in as these estate planning experts give you the tips you need to know to set up an effective dynasty trust

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Originally published September 14, 2021

The content of this article is intended to provide a general guide to the subject matter. Specialist advice should be sought about your specific circumstances.

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