Complex planning becomes more approachable when you understand the principles behind it. Explore videos covering trusts, wealth management, asset protection, and modern estate planning.
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Discussion on the legal strategies, trust structures, and tax considerations that inform how the firm approaches advanced estate planning for every client.
South Dakota Trust Privacy – How Families Everywhere Keep Their Affairs Out of the Public Domain
Hi, my name is Stuart Green. I’m the founding and managing attorney of Stuart Green Law, an estate, trust, and tax planning law firm focused on high-net-worth estate planning. If you like this video, please go ahead and like it on YouTube, as well as subscribe to our channel. We are constantly putting out new […]
South Dakota Community Property Trusts: A Strategy for Everyone to Minimize Capital Gains Tax
Hey everyone, I’m Stuart Green, the founding and managing attorney of Stuart Green Law. We are an estates, trust, tax, and asset protection law firm focused on serving high-net-worth clients. Today, we’re going to talk about Community Property Trust planning, which is something almost exclusive to South Dakota. If you’ve watched any of my other […]
South Dakota Trust: Ten Reasons Why You Should Consider South Dakota
I’m the founding and managing attorney of Stuart Green Law, a boutique estates, trust, and tax planning law firm focused exclusively on high-net-worth clients. Today’s video is all about South Dakota trust planning, why it’s important, and why South Dakota is the best jurisdiction in the United States—one of the best in the world—for clients […]
Inheritor’s Trust: The Best Way to Receive an Inheritance
Hey everybody, I’m Stuart Green, the founding and managing attorney of Stuart Green Law. Today, I’m going to talk about the best way to receive an inheritance—or said another way, the best way to pass an inheritance to someone else. This is rarely a question people think about when planning their estate, but it’s crucial, […]
How To Choose Who Serves In Critical Roles In Your Estate Plan
https://www.youtube.com/vKEgs9Q33k78 ’m often asked the question about who should serve in particular roles when it comes to a client’s estate plan. It’s a common concern, and parents often think about what’s fair when assigning roles to their kids. They might see these roles—like executor, power of attorney, healthcare surrogate, HIPAA authorization, and trustee—as a badge […]
Estate Planning Can Often Result in Difficult Conversations
I often get asked whether clients should talk to their children and family about their estate plan, and I emphatically say, absolutely! Other attorneys may have different opinions, but I see a lot of value in having that conversation. After all, when parents pass away, it’s typically the children who are left to ensure everything […]
Why a “Complicated” Estate Plan Might be Better than a “Simple” Estate Plan
I recently made a video discussing the differences between simple and complicated estate planning, and how clients often use the idea of a “simple” plan as an excuse to avoid getting the protection they actually need. When people realize that the simple plan they thought would be enough doesn’t really achieve their goals, there’s this […]
Stuart Green Law: A Modern Law Firm
One of my biggest frustrations as an estate planning attorney is the misconception that I only work with the elderly or those who are nearing the end of their lives. It’s a common misunderstanding, and it really highlights how people misinterpret the true purpose of estate planning. Estate planning is fundamentally about asset protection. It’s […]
Estate Planning: Who’s the Quarterback of Your Family, Legal, and Financial Affairs?
Recently, I posted something that touches on a recurring theme I’ve discussed before: teamwork and strategic partnerships among all your various advisors. I mentioned the phrase “teamwork makes the dream work,” which is something I’ve heard throughout my career. It might sound a little cheesy, but it’s true. Most clients I work with already have […]
Whether you’re evaluating an existing estate plan or exploring sophisticated planning strategies for the first time, we’d welcome the opportunity to discuss your family’s long-term objectives.
