New Hampshire - The Preferred Situs for Perpetual Trusts (PDF PPT ONLY)
Speakers: Charles H. Baldwin, Joseph F. McDonald, III
Year: 2011
Body of Knowledge:
Estate Planning/Wealth Transfer,
Trust Planning
Competence: Technical |
Level: Broad |
Session Rating:
New Hampshire has recently revised its statutes based on the state's goal to become a most - if not the most - favorable situs in the nation for asset protection and perpetual trusts. This session will help you decide if a New Hampshire trust might be an attractive option for your clients' trusts, particularly those who wish to avoid state income taxes on trust earnings. The speakers also will review a business continuity/estate planning case to illustrate how the Non-Judicial Settlement Agreement provision in NH law helped solve a difficult stock transfer and estate planning problem.