Private Wealth Services partner, Michelle R. Canerday, and Corporate & Securities partner, Robert G. Gerber, recently co-authored the article "Dynasty Trust Planning: A Tax-Efficient Way to Manage Wealthy Families' Assets," for InvestmentNews. The article discusses the use of dynasty trust planning as an estate planning tool to grow funds indefinitely for future generations without being subject to gift, estate or generation-skipping transfer taxes. The article also addresses the flexibility of long-term asset management and how dynasty trust planning can be an extremely effective tool for transferring wealth to the next generation in a tax-efficient manner.

Originally published in Investment News - August 31, 2015.