Read more about the article Oregon Families With $10M+ Are Sitting on the Lowest State Estate Tax Exemption in the Country — And Most Plans Are Built Around the Wrong Number

Oregon Families With $10M+ Are Sitting on the Lowest State Estate Tax Exemption in the Country — And Most Plans Are Built Around the Wrong Number

Oregon has the lowest state estate tax exemption in the country — $1 million, with rates to 16 percent. Most Oregon families at $10M+ are building their estate plans around the federal number while the state clock runs at a fraction of that threshold. This article breaks down Oregon's charging order gap under ORS 63.259, the DAPT prohibition under ORS 130.315, the 90-year perpetuities limit, and how the Dynasty Bridge Trust™ addresses both the creditor and generational tax problem inside one integrated structure.

Continue ReadingOregon Families With $10M+ Are Sitting on the Lowest State Estate Tax Exemption in the Country — And Most Plans Are Built Around the Wrong Number
Read more about the article New York Families With $15M+ Are Facing the Most Punishing Estate Tax Cliff in the Country — And Most Plans Don’t Solve It

New York Families With $15M+ Are Facing the Most Punishing Estate Tax Cliff in the Country — And Most Plans Don’t Solve It

New York has its own state estate tax with a cliff provision that can vaporize an entire exemption on a single dollar over the threshold. Here is what that costs your family — and what the Dynasty Bridge Trust™ does about it.

Continue ReadingNew York Families With $15M+ Are Facing the Most Punishing Estate Tax Cliff in the Country — And Most Plans Don’t Solve It

Does Your Offshore Trust Actually “Activate” When You Need It? What the Critics Get Wrong — and What Your Instrument Should Say

Most offshore trusts don’t activate when you actually need them. Here’s what the activation mechanism should say in your governing instrument — and where critics of hybrid structures get the analysis wrong

Continue ReadingDoes Your Offshore Trust Actually “Activate” When You Need It? What the Critics Get Wrong — and What Your Instrument Should Say