Dynasty Trusts & the GST Exemption: Protecting Wealth Across Generations
The Practical Planner · wealth.com
May 27, 202522m 30s
Audio is streamed directly from the publisher (api.riverside.fm) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
Thomas, Anne, and David break down one of the most complex—but powerful—tools in advanced estate planning: the dynasty trust and the Generation-Skipping Transfer (GST) tax. Learn how ultra-high-net-worth families use these structures to shield assets from future estate taxes, and why understanding the GST exemption matters for long-term planning. From trust structuring to choosing the right state jurisdiction, this episode offers a primer on preserving wealth across multiple generations—with practical context for advisors and clients alike.