Useful Estate and Trust Decision Charts

Use these four charts from Steven Oshins, Esq., AEP (Distinguished) to help your clients plan where to set up certain trusts. The first chart presented is the Domestic Asset Protection Trust State Rankings Chart. These trusts are prevalent today due to the rise in importance of asset protection planning. The second chart is the Dynasty Trust State Rankings Chart. This chart helps advisers decide where to situs their dynasty trusts. The third chart is the Annual Trust Decanting State Rankings