Heckerling Estate Planning Conference 2018

Posted on November 30, 2017November 10, 2023 by Alliance Trust Company

3 Anticipated Topics at Heckerling – the Premier Conference for Estate Planning

The Heckerling Institute on Estate Planning is holding its 52nd Annual estate planning conference in Miami this coming January. The Heckerling wealth symposium is the nation’s premier conference for trust officers, wealth management professionals, attorneys, and other professionals in the trust and wealth management space.

As trust professionals ourselves, we keep our finger on the pulse of these crucial events and want to help you navigate which sessions will help you understand the trust landscape further. While there are dozens of valuable sessions, we’ve focused on three topics that are of interest to our audience.

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Why Nevada is the Ideal Situs for Your Dynasty Trust

Posted on March 29, 2017November 10, 2023 by Alliance Trust Company

A Nevada Dynasty Trust Proves to Be More Secure Than a Delaware Dynasty Trust

When you are searching for a state with friendly trust laws to protect your family’s assets, two states at the top of your list are undoubtedly Nevada and Delaware. Although Delaware is a great state overall for establishing a trust or business entity, more people realize that Nevada might be a better choice.

Before we discuss some of the benefits of a Nevada Dynasty Trust, we are going to share a recent case in Delaware in which a divorcing spouse was able to break the assets free from a Delaware Dynasty Trust. Since protection from divorcing spouses is one of the top concerns for those establishing a Dynasty Trust, it is important to know where each state stands on this issue.

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Posted in Uncategorized Tagged Delaware Trust, Dynasty Trust, Nevada Trust 1 Comment

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