Dynasty Trusts

A dynasty trust is a fancy name for a document where individuals leave their assets in trust for future generations. Instead of providing outright gifts and inheritances, the individual provides support for spouses, children, grandchildren and future generations in perpetuity.

These types of trusts have many benefits, but can also cause problems, particularly for future generations. “Ruling from the grave” can pose many challenges, including tax codes changes, the death of a trustees, or a company going out of business. We can help you weigh the costs and benefits, and determine if a dynastry trust is the best option for you.