Creation of Directed Trusts and Divided Trusteeships

A new client came to us to create an estate plan to use their current estate, gift and GST tax exemptions. Mark Harder utilized his experience with Michigan’s new laws allowing directed trusts and divided trusteeships to create a multi-million-dollar dynastic directed trust with complex distribution provisions. As part of his work, Mark assisted the client in interviewing and retaining the services of a multi-family office trust company to serve as a resultant trustee for the trust.