June 25, 2018
Financial Advisor interviewed Trusts & Estates Co-Leader Ronald Finkelstein about the use of dynasty trusts to protect assets.
Financial Advisor
By Jeff Stimpson
Excerpt:
The generation-skipping transfer tax (GST), intended to prevent avoidance of estate and gift taxes when a client passes assets to the next successive generation, also increases to an exclusion of $11.18 million, Finkelstein said.
