How to Fix a Mistake in a Trust

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 Wealth.com, 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. The post How to Fix a Mistake in a Trust appeared first on Wealth.com .