Foundational Estate Planning Series

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

March 5, 2024

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.