What are the substantial tax planning and governance advantages of establishing a Virtual Private Trust Company in a jurisdiction like Delaware? Wilmington Trust’s President, Western Region Brian Oard and Chief Wealth Strategist Alvina Lo, sat down with Jonathan Lurie, partner at Venable LLP, at the 2019 Hawaii Tax Institute to delve into the world of Virtual Private Trust Companies.Download Transcript > Please see important disclosures at the end of the video.
Amid chaos, there is a silver lining for estate planning opportunities. Although we are facing many challenges on the health, economic, and market fronts, we would be remiss not to explore the positive ways that your estate plan can benefit from low interest rates and depressed asset values.There are several wealth and estate planning strategies that are particularly attractive in this kind of climate.
Chief Wealth Strategist Alvina Lo shares her insights with Family Wealth Report in this article reprint about how advisors need to get creative and understand more innovative wealth planning strategies when working with today’s “convenience” generation.Please see important disclosures at the end of the article.