Videos

Spousal Lifetime Access Trusts (SLATs) are one of the most widely used strategies in modern estate planning. They allow you to move assets out of your taxable estate while maintaining indirect access through your spouse—creating a balance between tax efficiency and long-term control. But structure matters. The effectiveness of a SLAT depends entirely on how […]

In this video, Attorney Stuart Green explains the #1 thing every irrevocable trust should consider including and how it can provide: Greater flexibility Stronger protection Better long-term planning for future generations The best estate plans aren’t built for today—they’re built for generations. A South Dakota revocable living trust can provide flexibility today while creating the […]

The Irrevocable Life Insurance Trust, or ILIT, is one of the most common used irrevocable trust.  The question is why. Lets get into it. An ILIT solves a specific structural problem within taxable estates. Life insurance proceeds are generally income tax-free, which leads many people to assume they are also outside of the estate for […]

True dynasty trusts create the possibility of planning across generations. In jurisdictions like South Dakota, that can mean trusts designed to last for hundreds of years. But that kind of duration changes the problem. It is no longer just about how the trust is structured at the beginning; it is about how it continues to […]

The American tax system is built on voluntary compliance. Taxpayers, and their advisors, are expected to follow the rules, report honestly, and navigate a code that is both complex and constantly evolving. For the most part, that system works, but the way it works creates inevitable tension. That tension comes from complexity. The Internal Revenue […]

Drafting your estate plan feels like the finish line. You’ve gone through the process, made decisions, and signed the documents that are meant to carry your intentions forward. But in practice, that moment is not a closing. It is the point where the plan begins to operate, and where the difference between structure and execution […]

Building wealth is one thing. Designing it to endure—protected, controlled, and built for generations—is something entirely different. If you’re looking beyond basic estate planning toward true wealth preservation, jurisdiction-driven strategy, and long-term family governance, this is where it starts. In this video, attorney Stuart A. Green explains why traditional trust companies often fall short for […]

Your estate plan may look complete but your largest asset might not be controlled. Many assets (real estate, business interests, retirement accounts) fall outside the structure if they’re not properly aligned. That gap can undermine even the best planning. Structure matters. Coordination is everything. Start by exploring your options:

For many families, especially in Texas, Limited Partnerships have long been a familiar way to organize ownership. They are often used to hold operating businesses, real estate, and investment assets across generations. The structure is straightforward. A general partner manages the enterprise, and limited partners hold the economic interests. That model centralizes control and simplifies […]