Publications
The Dynasty Trust: An Excellent Technique to Transfer Wealth to Multiple Generations
November 2020 - Currents/Estate Planning Council of Cleveland
Publications
The Dynasty Trust: An Excellent Technique to Transfer Wealth to Multiple Generations
November 2020 - Currents/Estate Planning Council of Cleveland
Under Ohio law, a dynasty trust can continue in perpetuity, effectively allowing you to create a lasting family legacy. It allows you to control how your wealth is managed and distributed to the beneficiaries for generations and can provide estate tax savings for multiple generations, regardless of the growth of the assets or duration of the trust, and be used to avoid probate.
Read the article here.