By clicking “Accept All Cookies”, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts. View our Privacy Policy for more information.

US Jurisdiction Comparison for Wealth Transfer Planning

May 25, 2023
US Jurisdiction Comparison for Wealth Transfer Planning

In the current environment, many families are reevaluating and modifying their fiduciary structures. To assist in these discussions, we have created a reference summary of state laws that client families should consider when establishing wealth transfer plans and structures, including taxation, trust laws, asset protection, and regulated and unregulated private trust companies.

View a downloadable PDF with summary tables and statute references here.

See all posts

Talk to our team

Please reach out with inquiries or comments via the link below. We look forward to hearing from you.
Contact us