The Dynasty Trust: Creating the Gift That Will Keep On Giving

National Law Foundation

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The Dynasty Trust: Creating the Gift That Will Keep On Giving

Both the CD-Rom and the text download contain the entire 87-page text in WordPerfect 11 and MS Word 2002 files and are compatible with lower versions of each.

Full Brochure

Length 2.5 Hours
Date 8/28/06

Table of Contents
87-Pages

This 2.5-hour August 28, 2006 presentation gives you a practical and useful explanation of dynasty trusts, one of the “hottest” current estate planning topics. Steven G. Siegel, president of The Siegel Group in Morristown, NJ, provides helpful tips for planning and drafting a dynasty trust, including a 34-page sample form.

Topics include:

• What Is It?

- the elements and goals

- GST and state tax considerations

- when to create

• The Dynasty Trust And The GST Tax

• Funding The Dynasty Trust

- savings examples

- leveraging; discounts

• How Long May The Dynasty Trust Last?

• Planning And Drafting The Dynasty Trust

- beneficiary, trustee and administrative clauses