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Location, Location, Location: Benefits of Jurisdiction Selection in Trust Planning
Manage episode 364078486 series 3434332
İçerik Wiggin and Dana LLP's Erin Nicholls and Michael Clear, Dana LLP's Erin Nicholls, and Michael Clear tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Wiggin and Dana LLP's Erin Nicholls and Michael Clear, Dana LLP's Erin Nicholls, and Michael Clear veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
On this episode, join Partners Erin Nicholls and Michael Clear as they dive into a discussion on jurisdiction selection in the context of advanced planning strategies. What does it mean to select a jurisdiction when establishing a trust, and what benefits are available when considering one jurisdiction over another? Erin and Michael address these questions and more, with a primary focus on the following factors: (i) the rule against perpetuities, (ii) bifurcation of trustee duties, and (iii) income tax implications. These and other factors help to determine which jurisdiction is best suited to address a client’s specific goals.
There is a lot to consider when selecting a jurisdiction for a trust, so tune into this episode to learn more and be sure to reach out to the Wiggin and Dana’s Private Client Services team to further assist.
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