Ultra High Net Worth Estate Planning: The Top 5 Strategies

<p>Giving assets away without giving up access is the puzzle at the center of most ultra-high-net-worth planning. Thomas Kopelman and Lisa Weigel are joined by Chris Nason, head of private wealth at <a rel="noopener noreferrer nofollow" href="http://Wealth.com" target="_blank">Wealth.com</a>, to walk through the tools that solve it: spousal lifetime access trusts and the surprisingly consequential question of how a document defines "spouse," dynasty trusts in South Dakota and other perpetuity-friendly states, GRATs, and installment sales to grantor trusts. They also cover the divorce and death risks that can lock a grantor out of a SLAT, and how life insurance backstops them. Whether a client has ten million or a hundred, this episode maps which strategies fit and what each one actually costs.</p>