Estate Planning

What is a Dynasty Trust ?

A dynasty trust is a trust which avoids estate taxes because the rule of perpetuities does not apply. Most states limit trusts to 100 years. Thirteen states including New Jersey, Wisconsin, Idaho, Rhode Island now allow a trust to span beyond that period.

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If you need help with "Estate Planning" or have other tax questions, we can help you find a local licensed tax preparer for a free, no-obligation consultation.