The Delaware Income Tax Advantage for Trusts

Jeffrey C. Wolken |
Wealth Planning
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Establish your trust in the right state, the First State.Changes in the federal tax laws enacted in 2017 created a renewed focus on state income taxes and strategies available to minimize these taxes.While personal trusts have been used most commonly as estate and gift tax planning vehicles, they now have increased importance as tools for minimizing a family’s federal and state income tax liability.

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The Flexibility and Freedom of a Delaware Directed Trust

Jeffrey C. Wolken |
Wealth Planning
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Estate planning for high-net-worth families frequently requires the use of trusts. But relinquishing investment decisions to a trustee is not a comfortable or practical choice for some families. Fortunately, Delaware trust law provides a potential solution to this problem through directed trusts.Today, many high-net-worth families find that their wealth is concentrated in a particular investment or sector.

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