Explanation

Answer Example

I develop trust structures by first understanding the family’s goals, such as preserving assets for future generations or reducing estate taxes. For example, I might recommend a dynasty trust to ensure wealth is preserved and transferred tax-efficiently across generations. Additionally, I incorporate strategies like GRATs to minimize gift tax exposure. Recently, I advised a client to establish a dynasty trust with guidelines for family governance, which safeguarded $50 million in assets while reducing estate tax liabilities by 40%. This approach ensures both financial security and family alignment.