Private Wealth partner Frank D. Paolini was featured in the Financial Planning article, “How non-grantor trusts maximize charitable, small business stock tax advantages.”
The article discusses the emerging interest in non-grantor trusts as a strategic tool for high-net-worth individuals following recent tax law changes. It also examines how these trusts may provide distinctive opportunities for charitable giving, income tax, and SALT deduction planning, as well as the considerations and trade-offs associated with their use.
Click here to learn more about how evolving tax laws are shaping planning strategies for wealthy individuals and families (subscription may be required).
