As the owner of a closely held business, you understand that the future transcends mere years—it spans generations. When transitioning your business or wealth to the next era, preserving alignment with your vision becomes paramount. Enter the purpose trust—a powerful strategy to safeguard your legacy.
Watch our recorded webcast where we’ll delve into purpose trusts. Our discussion covers:
- Lasting benefits
- Real-life examples
- Funding and administration
- Tax implications
- Drawbacks and considerations
- Alternative solutions
Discover the intricacies and benefits of purpose trusts during this comprehensive webcast.
