No Other State Matches the Delaware Advantage in Trust Law

Jeffrey C. Wolken |
Wealth Planning
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This article reprint was published in the November 11, 2019 issue of Delaware Business Times. Delaware is known as a premier jurisdiction for personal trusts. The state is at the forefront of trust law innovations and the infrastructure supporting Delaware’s trust industry is unmatched, with distinguished courts, a proactive legislature, a deep pool of professional advisers and the presence of almost every major financial institution.

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Video: Delaware’s Income Tax Advantage for Trusts

Jeffrey C. Wolken and Andrew J. Horwitz, CFP® |
Wealth Planning
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Changes in the federal tax laws in 2017 provided a renewed focus on state income taxes and strategies available to help 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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