Updated Friday, August 1, 2014 as of 6:29 PM ET
Portfolio - Estate Planning
Estate Planning Trick: Use Self-Settled Trusts
Saturday, December 1, 2012
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Self-settled trusts are hot. One boutique trust company acknowledged that it was handling more than 20 of these trusts a month but expected the number to proliferate as 2012 winds to a close. A major financial institution in Delaware unofficially confirmed that it worked on such trusts daily.

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