Wills, Trusts & Estates Prof Blog

Editor: Gerry W. Beyer
Texas Tech Univ. School of Law

Monday, November 4, 2013

Article on Dynasty Trusts


Richard A. Oshins, Jerome M. Hesch, and Neil E. Schoenblum recently published an article entitled, Fine-Tuning Dynasty Trusts as the Centerpiece of the Family Wealth Plan, which appears in the October issue of Practical Tax Strategies. 

The article examines why a trust is the best way to pass wealth, as opposed to outright dispositions, even when under the estate tax threshold, as well as how the modern trust format, which is fully discretionary and beneficiary-controlled, is preferable to the traditional trust format.


Articles, Estate Planning - Generally, Trusts | Permalink

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