The Case for Establishing a Dynasty Trust
You can avoid heft tax when you pass away.
For families with large estates valued above the lifetime estate and gift tax exclusion limit, a dynasty trust may help reduce future transfer taxes and provide more for generations to come.
These irrevocable trusts are unique because they allow wealth to pass from one generation to the next without the trust being subject to estate and generation skipping taxes. And depending on where it's located, a properly structured dynasty trust can last in perpetuity, making it an ideal choice for families who want to build a long-lasting, tax-efficient legacy.
