General Business Series

Strategic Tax Planning Unwrapped: Exploring Tax-Exempt Trusts

David Murray
Vice President
Sterling Foundation Management, LLC

January 2, 2024

Welcome to Legal Visionaries!  In this episode, our host Mary Vandenack, a legal expert in high-end estate planning, tax strategy, asset protection planning, and business exit planning, and an inductee into the NAEPC Hall of Fame, and David Murray, Vice President of Sterling Foundation Management, LLC uncover a lesser-explored avenue in tax and income planning – tax-exempt trusts under IRC Section 664.  Join us as we explore the intricacies of these trusts – what they are, how they are created, and their inner workings.  Whether you are a seasoned investor or just delving into the world of tax planning, this episode offers valuable information and practical examples that shed light on a tax and income planning option that might not be on everyone’s radar.