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SD Trusts for California Residents: How Can They Fit Into an Estate Plan? (video)
Episode Summary:
In this episode of Protecting Your Legacy with Estate Planning, host Adam Grant, founding attorney of Stonewood Law Group PC, is joined by T.L. Turnipseed, head of advanced estate and tax planning at Alta Trust. Together, they delve into the intricacies of South Dakota (SD) trusts and their relevance for California residents. T.L. explains the benefits of SD trusts, including their top-rated privacy laws, zero income tax, and robust asset protection features. The discussion covers the strategic use of SD trusts in advanced tax planning and estate management, particularly for…
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