When it comes to modern-day estate planning, trusts invariably are an integral part of the structure. In the authors’ daily reviews of trusts, they have found that thoughtful planning can at times be rendered problematic due to trustee selection. The consequences can range from inefficient income taxation to gift and estate tax inclusion. Some overt; others lurk in the shadows. There are three perspectives embedded in designing an effective trust strategy: the settlor, the beneficiary, and the trustee. This
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