This course provides a deep, hands-on exploration of Dynasty Trusts—the most powerful estate planning tool for creating and preserving wealth across multiple generations. It is designed for professionals, business owners, and individuals seeking to minimize estate, gift, and generation-skipping transfer (GST) taxes, protect family assets from creditors and divorces, and maintain control over wealth distribution for centuries.
Participants will learn, step-by-step, how to design, structure, fund, and administer dynasty trusts that comply with state perpetuity laws, optimize tax benefits, and ensure lasting family governance. The course bridges advanced legal principles with real-world trust administration, offering templates, case studies, and practical frameworks for long-term legacy planning.
Course Objectives
By the end of this course, participants will be able to:
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Understand the purpose, structure, and benefits of dynasty trusts.
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Identify ideal assets, jurisdictions, and tax strategies for dynasty trust planning.
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Draft legally compliant trust documents that maximize duration and protection.
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Apply generation-skipping transfer (GST) tax exemptions effectively.
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Integrate dynasty trusts with family offices, LLCs, and asset protection structures.
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Administer multi-generational trusts and manage trustee succession.
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Build customized, long-term dynasty trust plans aligned with family governance goals.
