When should an alter ego or joint partner trust become part of a client’s estate plan, and what should you work through before recommending one?

Join Ian Hull and Jordan Atin, with special guest Ed Esposto of Aird & Berlis LLP, for a closer look at these trusts and the planning decisions behind them. The conversation will explore how a client’s family circumstances, assets and wishes can shape whether a trust is a suitable choice.

From probate and privacy considerations to planning for incapacity, the speakers will discuss potential benefits alongside the costs, tax implications and ongoing responsibilities. They’ll also consider the drafting and administration issues that deserve attention early, including who will act as trustee and how the trust fits with the client’s broader estate plan.

Bring your questions for a thoughtful conversation about when these trusts can serve clients well, and where a different approach may make more sense.

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