by Kelsey Barcomb | Oct 6, 2020
Spousal Lifetime Access Trusts (“SLATs”) may be the most common planning technique for married clients to use in 2020. A SLAT is an irrevocable trust where the spouse is a permitted beneficiary. It allows married clients to take advantage of the high gift tax...
by Kelsey Barcomb | Oct 6, 2020
An effective way to pass wealth, growth and income to future generations is through the use of a Dynasty Trust. A Dynasty Trust (sometimes also referred to as a Generation-Skipping Trust), is an irrevocable trust that continues for as long as the applicable state law...
by Kelsey Barcomb | Oct 5, 2020
Election Day is around the corner. Federal gift and estate tax exemptions are at an all-time high and interest rates are historically low. Many commentators believe that there will be no major changes to federal gift and estate tax laws as long as Republicans control...
by Kelsey Barcomb | Oct 1, 2020
A Trade Secrets article co-authored by Wiggin and Dana Partner Joseph Casino and Associates Thomas Landman and Rikesh Patel has been published by the American Bar Association. To read their piece, click here or the PDF below.
