What to Think About When Making a Trust Silent

Silent trusts are often used to protect beneficiaries, but it’s crucial to ensure they are set up correctly and the proper considerations are taken into account.

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Modern Directed Trust Language

Learn about modern language that should be included in directed trusts to ensure smooth trust administration.

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Letter of Wishes: A Valuable Tool in Domestic Trust Planning

An overview of Letter of Wishes and how they help settlors ensure that their wishes are being followed by the trustees.

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Estate Planning Considerations for the Non-Citizen Spouse

We go over what you need to know about estate planning when your spouse is not a US citizen, including marital deductions and recommended trust types.

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The Basics of BDITs

A BDIT lets beneficiaries freeze estate value, access trust assets, and gain asset protection, without using unified credit or triggering gift tax.

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