Title: “Trusts for Entrepreneurs”
Guest: Christopher Shepler – Fiduciary Trust Company
Interviewers: Jeffrey Davis – Mage LLC, Marc Z – Marc Z Legal Staffing
Christopher Shepler of Fiduciary Trust Company, a wealth management firm in Boston since the 1880s, talks about the tax benefits of setting up a trust in New Hampshire, the importance of Domestic Asset Protection Trusts for entrepreneurs, and upcoming changes to federal estate tax exemption.
The opinions expressed in this discussion are as of the date presented and subject to change at any time. None of the information provided is intended to constitute investment, legal, tax or accounting advice and you should discuss any proposed arrangement or transaction with your investment, legal or tax advisors.