Michelle Canerday and Robert Gerber

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Dynasty trust planning: A tax-efficient way to manage wealthy families' assets
NEWS OPINION SEP 09, 2015
Dynasty trust planning: A tax-efficient way to manage wealthy families' assets

It is an estate-planning tool through which a parent's or grandparent's assets can continue to grow indefinitely for future generations without being subject to gift, estate or generation-skipping transfer taxes.

RETIREMENT RETIREMENT PLANNING AUG 31, 2015
Dynasty trust planning: A tax-efficient way to manage your family's assets

It is an estate-planning tool through which a parent's or grandparent's assets can pass on to future generations without being subject to gift, estate or generation-skipping transfer taxes.