High-net worth individuals have an opportunity to take advantage of high transfer tax exemptions if they act fast. Set to expire in 2026, if not before, the time is now to implement strategies that make the most of the current “death tax” exemptions. Watch Video Now By Dylan H. Metzner There has been a lot… Read more »
Conservatorships are in the news most recently due to challenges in the Britney Spears conservatorship. But Dylan Metzner says don’t be afraid of guardianships or conservatorships. There is more general transparency for interested parties in guardianships and conservatorships than what is available through powers of attorney. Watch or read the 2-minute summary here. A conservatorship… Read more »
One of the toughest decisions in estate planning is selecting an estate administrator because once appointed, they are difficult to remove. Think hard through these considerations before selecting the individual or team who will settle your estate. By Dylan Metzner There is no treasure map in settling an estate where a simple X identifies the… Read more »
Both a will and a trust work to transfer a business owner’s interest to beneficiaries. Which works best and why? By Dylan Metzner. Wills and trusts are legal documents that provide for a smooth transfer of assets. When and how they accomplish this mission differs based on the intended outcome and whether the ownership transfer… Read more »
Estate plans can be changed after an individual starts showing signs of diminished capacity. Set some guardrails to minimize the risk of family disputes. By Dylan Metzner. People are greedy. It’s human nature. Not all people are driven by greed but when the rewards of wealth are on the line, greed can have a way… Read more »
In a year in which charities fear donations will be down, charitable lead annuity trusts (CLATs) encourage gifting to charities and provide generous wealth transfer benefits. By leveraging the current all-time low 7520 rate and using an Optimized CLAT, charitably inclined clients have a unique opportunity to eliminate annual income taxes, provide for charity, and transfer enormous wealth, free of gift and estate taxes.
Join Dylan Metzner and Jeffrey Kadavy for a live 90-minute CLE webinar on directed trusts in estate planning.
A directed trust allows trust settlors to involve family members in the administration of a trust and use professionals to comply with fiduciary duties and manage complex assets, providing independent judgment with respect to discretionary distribution decisions. Read more about directed trusts in this article, originally published in Colorado Lawyer. By Jeffrey B. Kadavy and Dylan H Metzner.