Uses of Trusts in Estate Planning - Stewart McKelvey
Uses of Trusts in Estate Planning - Stewart McKelvey
Uses of Trusts in Estate Planning - Stewart McKelvey
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What is <strong>Estate</strong> Plann<strong>in</strong>g?<br />
• Plann<strong>in</strong>g directed at:<br />
– Accumulat<strong>in</strong>g wealth<br />
– Transferr<strong>in</strong>g wealth to succeed<strong>in</strong>g<br />
generations<br />
– Protect<strong>in</strong>g wealth from unnecessary <strong>in</strong>come<br />
and probate taxes and from creditors and<br />
others challeng<strong>in</strong>g the estate plan