Jim Costello Published in Connections Magazine
When family wealth spans generations, estate planning often calls for more than a standard will.
Recently, James J. Costello, Esq. co-chair of our Estate, Trust, and Tax Law Group explored some advanced tools, including dynasty trusts, charitable trusts (CRT vs. CLT), and spousal lifetime access trusts (SLATs), and how each can support multi‑generational planning, philanthropy, and tax efficiency.
Read the full article to understand the key differences and considerations at https://theconnectionsnj.com/beyond-basic-estate-planning-3-advanced-trust-strategies-high-net-worth-families-should-know/