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Resilient estate planning in the face of unexpected life events
March 04, 2025
Alison Kelly Hutchinson
Stacia Kroetz
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Be tax-aware, not tax-driven
Build flexibility into your plan
Select your fiduciary with care
Identify your values
Communicate with your family
Discretionary (rather than mandatory) distributions
Grantor trusts, with the ability to 'toggle'
Spousal access trusts
Precatory rather than mandatory language
Start with storytelling
Create family traditions
Choose the best time to share
Record your stories
Start with storytelling
Create family traditions
Choose the best time to share
Record your stories
Contact Us
Capital Partners
Alison Kelly Hutchinson
Principal, Office Head
Multi-Family Office
Trust Services
Next Generation Experience
New York City, NY | USA
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Call
Capital Partners
Stacia Kroetz
Managing Director, Senior Wealth Planner
Multi-Family Office
New York City, NY | USA
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What We Believe: Principles of Successful Wealth Planning
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