High Net Worth Estate Planning Series
Dynasty Trusts
Guest: Lara Sass
Lara is the founder of the firm and specializes in advising high net worth clients on lifetime and post-mortem strategies to reduce gift, estate and generation-skipping transfer (GST) taxes on transfers of property, as well as trust and estate administration.
September 14, 2021
Join us this week for a discussion on Dynasty Trusts with our host, Mary Vandenack, Founder and Managing Partner at Vandenack Weaver and her guest, Lara Sass, an estate planning attorney in New York serving a high-net-worth clientele. Today’s topics include the definition of a Dynasty Trust and who should use one, the Rule Against Perpetuities, where to set up a dynasty trust, how it will help reduce estate taxes overall, and the benefits to the beneficiaries. Listen in as these estate planning experts give you the tips you need to know to set up an effective dynasty trust
