Converting “Loud” Trust and Key Insights on “Silence”

Legal Visionaries

English - March 05, 2024 08:00 - 36 minutes - 33.7 MB - ★★★★★ - 5 ratings
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Previous Episode: Alternatives to 1031’s – Real Estate Shelter Trust

Next Episode: Secondary Planning for Charitable Remainder Trusts

Join host Mary Vandenack, a legal expert in high-end estate planning, tax strategy, asset protection planning, business exit planning, and an inductee into the NAEPC Hall of Fame, and her guest Vincent Thomas, a partner at Young Conaway Stargatt & Taylor LLP, for this insightful follow-up to Episode 136 on Silent Trusts. Today, they dive into the strategies for transforming a “loud” trust into a “silent” trust. Discover the 6 options for silencing trusts, unravel the mechanics of decanting, hear suggestions for drafting a silent trust, and explore practical considerations for implementation. Tune in to elevate your understanding of this strategy.

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