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Unique and creative uses of modern trusts involving investments and insurance

Al W. King III, J.D., LL.M

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Modern trust structures can transform a client’s estate plan by providing increased flexibility, control and family governance while also promoting family values. They can also provide an enormous amount of tax, asset protection and non-tax benefits for both a family's illiquid and liquid trust assets. Join King as he discusses the most popular modern trust structures chosen by the wealthy, as well as the various ways they are used to complement the client’s underlying investment management and insurance goals. These structures can complement both a client’s investments and insurance planning, providing advisors a powerful combination and market differentiator for both domestic and international clients.

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