Cummings & Lockwood

Protecting and Transitioning Your Wealth: A Comprehensive View of Trust and Estate Planning for Family Offices

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Cummings & Lockwood’s private client attorneys recently published a white paper in conjunction with the Family Office Association entitled “Protecting and Transitioning Your Wealth:  A Comprehensive View of Trust and Estate Planning for Family Offices.”  This white paper addresses essential elements of planning – from life planning and administration to trust selection and asset protection. 

Table of Contents

  • Life Planning
  • Digital Assets
  • Administration of Revocable Trusts
  • Trustee Selection
  • Management of Family Limited Liability Companies and Limited Partnerships & Gifting for High Net Worth Individuals & Business Succession Planning
  • Retirement Plans and Employee Benefits
  • Private Placement Life Insurance (PPLI)
  • Grantor Retained Annuity Trusts
  • Sales to Grantor Trusts
  • Qualified Personal Residence Trusts
  • Self-Cancelling Installment Note
  • Planning with Residential Real Estate
  • Private Annuities
  • Administration of GRATS, QPRTS, Irrevocable Gift Trusts, Irrevocable Insurance Trusts
  • Asset Protection Planning
  • Asset Protection Trusts
  • Family Trust Companies
  • Cross-Border Tax Issues
  • Planning for Non-U.S. Citizen Spouses
  • Issues with Naming Foreign Beneficiaries
  • The World of Charitable Giving Opportunities

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