Home      Login


Perpetual Trusts: You Can’t Take It With You (But You Can Still Have Your Say)  


Author:  Riley Wilson.


Source: Volume 24, Number 02, Winter 2007 , pp.99-116(18)




Journal of Taxation of Investments

next article > |return to table of contents

Abstract: 

The creation of a wealth preservation strategy and/or an estate plan has significant challenges and is cause for serious thought and discussion. This article is aimed at assisting practitioners to begin the thought process and stimulating the discussion between the draftsman and his or her client. It also discusses using perpetual trusts as a part of an overall wealth preservation strategy.

Keywords: 

Affiliations:  1: Bangs, McCullen, Butler, Foye and Simmons, L.L.P..

Subscribers click here to open full text in PDF.
Non-subscribers click here to purchase this article. $30

next article > |return to table of contents