Minisode - The Key Issues for Clients with Irrevocable Trusts

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About This Episode

Irrevocable trusts are an effective way to minimize the tax consequences of transferring wealth to future generations. My guest today, Michael Roberts, will discuss how they are set up, who they are most effective for and how advisors can advance their relationships with clients by using them.

About Our Guest

Michael is the president of Arden Trust Company and serves on its board of directors. He has more than 30 years of financial services experience and joined Arden Trust in 2010. Previously, Michael served as managing director of UBS Financial Services, Inc., where he established a chartered national trust company in Delaware. He has also held positions at Wachovia Bank, Capital South Corporation and First National Bank of Atlanta.

Show Notes

Here is a link to the Arden Trust Company, which is a Wilmington, Delaware-based limited purpose trust company with more than $7 billion in assets under administration.