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From Sale to Legacy: The Trusts Business Owners Should Know

A plain-English guide to the trusts owners use around an exit - the permanent 2026 $15M/$30M exemption, SLATs, dynasty trusts, GRATs, sale-to-IDGT, and CRUTs - what each does, an at-a-glance comparison, the traps, and the one rule of timing.

OwnersAdvisorsWealth transferTax & structuring

A plain-English guide to the trusts owners use around an exit - the permanent 2026 $15M/$30M exemption, SLATs, dynasty trusts, GRATs, sale-to-IDGT, and CRUTs - what each does, an at-a-glance comparison, the traps, and the one rule of timing.

Download From Sale to Legacy: The Trusts Business Owners Should Know