SiteLock
Take our FREE California Concealed Carry (CCW) Class!

 

The trust rules have evolved over the last eight decades. For one thing, depending on the state, a trust created now for David’s own grandchildren and beyond may never need to terminate.It could theoretically run forever, eternally beyond IRS reach if run correctly.

Source: Dynastic Gamesmanship: Did David Rockefeller’s Crafty Trust Work Leave the IRS Holding the Bag? | The Trust Advisor

Subscribe To Our Newsletter

Get a FREE basic estate plan (and more!) by attending our free Family Protection Clinic.

You have Successfully Subscribed!

Pin It on Pinterest