What Is a Dynasty Trust?

Executive Summary Introduction In cases where an individual has considerable assets that they want to pass down to their family for generations to come, a standard living trust may not be sufficient for limiting the size of the taxable estate. A typical living trust is limited in that it only passes assets to a grantor’s […]
The Beneficiary’s Guide to Dynasty Trusts

If you’re the beneficiary of a dynasty trust, you might not know what to expect. Dynasty trusts are complicated legal structures, and it makes sense that you might be a bit confused. Below is a quick guide to understanding dynasty trusts. What Is a Dynasty Trust? A dynasty trust is a type of irrevocable trust […]