“Dynasty” describes a living trust that’s designed to provide for beneficiaries over multiple generations. Its goal is to shield assets from generation-skipping and estate taxation as a family’s ...

This is read by an automated voice. Please report any issues or inconsistencies here. A dynasty trust established in 1964 locks a California family out of inherited funds, with access restrictions ...

Dear Liz: My mother recently died at the age of 93. My sisters and I are her beneficiaries, and all of us are in our 60s. Unbeknownst to us, one of her assets is a “dynasty trust,” established in 1964 ...