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Proactive Trust Planning to Protect Your Clients

The IRS and the Obama administration have taken a less-than-favorable view of some modern trust-planning techniques. Practitioners need to be aware of these risks so that they can encourage clients to act quickly when advisable.

14 minute read July 01, 2014 at 02:06 PM
By
Martin M. Shenkman
Proactive Trust Planning to Protect Your Clients

Planning for trusts has evolved substantially over the years. “Modern” trusts are more comprehensive, flexible and protective than those that were more typically completed only a few short years ago.

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