
5 minutes read
How to Structure Family Trusts for Enhanced Legal Protection
Contributed By: Caleb Christian, CFP, CLU, ChFC
Family trusts play a critical role in preserving wealth across generations, mitigating legal risks, and supporting financial security goals for beneficiaries. However, the effectiveness of a family trust depends on how it is structured. An improperly designed trust may expose assets to unnecessary taxation, legal disputes, or creditor claims.
For high-net-worth…