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The Educational Dynasty Trust

The Educational Dynasty Trust

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As part of their estate planning, many clients want to specifically provide sums for the education of their descendants or other beneficiaries. It is easy to understand why — many clients see education as a way to facilitate their beneficiaries’ personal and professional development and help them lead productive and fulfilling lives. This episode explores the concept of an Educational Dynasty Trust and examines issues clients should consider for the structure, funding and administration of such a trust over time.

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