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4 results found
Introducing the Power of Appointment Support Trust: An Innovative Approach to Tax Planning
Publish Date:
Apr 27 2016

For many ultra-wealthy family clients, implementing estate planning strategies to minimize income, estate, gift, and generation-skipping transfer taxes is a top concern. Recent changes to income and transfer tax laws have opened new avenues to transferring wealth. Bryan Austin discussed the use of power of appointment strategies and their tax impli...

Taking Time to Teach: Raising Responsible Children Amid Affluence
Publish Date:
Jan 07 2016

One of the greatest concerns among wealthy parents is that the family’s great fortune might inadvertently lead to misfortune for their children. Raising responsible children in affluence is a life-long task requiring patience and persistence. Like learning to read, financial literacy is a process that is best started in early childhood. Teachable m...

Inflation—the Good, the Bad, and the Ugly
Publish Date:
Feb 11 2021

Inflation is almost always a topic of discussion when thinking about and planning for the future. This paper explores the many factors that affect the inflation rate, whether an uptick in inflation is helpful or harmful, and the cyclical forces that could push toward higher inflation. Despite all the theory and prognostication, no one knows exactly...

Power of Appointment Support Trust (POAST)
Publish Date:
Jan 08 2016

With the recent changes in the transfer tax laws, it is possible to transfer greater wealth and reduce income taxes through POAST. This innovative approach and integrated trust technique allow a wealthy individual (the donor) to provide benefits to both parents and descendants. A properly structured POAST can accomplish multiple objectives, includi...