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What is the Situs of a Trust

Lawrence H. Nemirow April 5, 2022

• Situs of a trust is its legal home

• Flexible planning and drafting allows the trustee to change the situs of the trust

• Consider when addressing the situs of a trust

  • Local income taxes

  • Creditor protection

  • Privacy protection

  • Opportunity to continue the trust in perpetuity

  • Convenience and expense