Filed Under:Life Insurance, Life Planning Strategies

Most trust donors retain control of investments

Of the $3.3 trillion assets held in personal trust accounts, about two-thirds is in revocable living trusts.
Of the $3.3 trillion assets held in personal trust accounts, about two-thirds is in revocable living trusts.

Two-thirds of personal trust assets at independent trust companies are held in accounts where donors or their advisors retain discretionary control over investments, according to a new report.

Tiburon Strategic Advisors discloses this finding in a June 2013 study, “Estate Planning: Leveraging Wills, Trusts, Donor Advised Funds, & Foundations to Transfer Assets & Values.” The survey reviews of estate planning objectives, addresses the three historical phases of the estate planning market, defines five estate planning methods and techniques, and makes four predictions for the estate planning market.

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Nichole Morford

Nichole Morford
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