Investment Approaches for Different Types of Trusts, with Fiduciary and Administrative Considerations
Laura Zwicker, Chair of Greenberg Glusker's Private Client Services practice, is slated to speak on the panel "Investment Approaches for Different Types of Trusts, with Fiduciary and Administrative Considerations" at the Hawaii Tax Institute on Tuesday, November 7.
Grantor vs non-grantor trusts, simple versus complex, GST exempt versus non-exempt, individual versus charitable beneficiaries, different state situses, different purposes, ESG considerations… investing a trust’s assets may not be as simple as plunking everything into an index fund! This session will explore how to approach investing trust assets in different scenarios.
Laura Zwicker's practice focuses primarily on counseling ultra-high net worth individuals and their families in connection with domestic and international estate and tax planning issues and business succession planning; advising financial institutions with regard to fiduciary and custodial issues; forming, advising and dissolving non-profit organizations; and probate and post-death trust administration.