Articles
The New Hampshire Foundation Act: A Solid Foundation for Wealth Management on a Global Scale
Bloomberg Tax’s Tax Management Estates, Gifts and Trusts Journal has published an article on The New Hampshire Foundation Act, outlining the uses and benefits of New Hampshire Foundations. Please click here to read/download the full article.
New Horizons: Todd D Mayo Introduces the New Hampshire Foundations Act
The June 2017 Issue of the STEP Journal featured “New Horizons,” an article by Todd D. Mayo, which reviews SB 225. If enacted, New Hampshire will be the first state in the US to permit the establishment and domestication of foundations.
See the full article (originally appearing in STEP Journal, Volume 25, Issue 5) here.
The New Hampshire Trust Advantage: Why the Granite State Rocks When it Comes to Administering Trusts
This article was previously published in the June 2016 issue of Estate Planning (Thomson Reuters/Tax & Accounting) and in the Q3 2016 issue of Terralex.
Authors: STEVEN BURKE, THANDA FIELDS BRASSARD, VON E. SANBORN, AND CONSTANCE E. SHIELDS
The State of New Hampshire has some of the most progressive and flexible trust statutes in the United States. Consequently, it is one of the premier jurisdictions for establishing and administering trusts. Over the last decade, New Hampshire legislators have actively engaged in modernizing New Hampshire’s trust laws so that the state is an attractive safe-haven for both domestic and foreign private wealth. Among […]
New Hampshire Enhances Its Trust Laws
New Hampshire Enhances Its Trust Laws
by the New Hampshire Trust Council
Revised July 28, 2014
In July 2014, New Hampshire enacted a sweeping new trust law. The new law includes:
- Enhanced protection of settlor intent
- Lifetime approval of wills and trusts
- Enforcement of arbitration or other nonjudicial dispute resolution procedures
- Rejection of the fiduciary exception to the attorney-client privilege
- Expansion and clarification of the decanting statute
- Creation of a trustee’s power to modify the terms of the trust
- Procedures for disposing of claims against a settlor or a trust
- Limitation on the liability of beneficiaries
This white paper summarizes those key features of the new law.
The Trust Council also has […]
A Brief Legislative History of New Hampshire Trust Laws
A Brief Legislative History of New Hampshire Trust Laws
by the New Hampshire Trust Council
Revised April 24, 2014
This one-pager summarizes the key evolutionary points in New Hampshire’s laws governing trusts and trust companies.
Joseph F. McDonald, III, on Moving Trusts to New Hampshire
A Practitioner’s Guide to Migrating Trusts to New Hampshire: The “Why” and the “How”
by Joseph F. McDonald, III
New England Estate Planning 12th Annual Conference
January 7, 2011
Attorney McDonald is a member of McDonald & Kanyuk, PLLC, and he is a founder and director of Concord Trust Company, which is a member of the Trust Council.
Joseph F. McDonald, III, on the New Hampshire Judiciary
The New Hampshire Judiciary: A Noble Tradition of Competent, Impartial, Restrained, Consistent, and Discreet Resolution of Trust and Probate Issues
by Joseph F. McDonald, III
August 2009
Attorney McDonald is a member of McDonald & Kanyuk, PLLC, and he is a founder and director of Concord Trust Company, which is a member of the Trust Council.
Joseph F. McDonald, III, on Open Architecture Trust Design
Open Architecture Trust Designs under New Hampshire Law Provide Flexibility and Opportunities
by Joseph F. McDonald, III
New England Estate Planning 12th Annual Conference
Autumn 2008
Attorney McDonald is a member of McDonald & Kanyuk, PLLC, and he is a founder and director of Concord Trust Company, which is a member of the Trust Council.
Joseph F. McDonald, III, on How New Hampshire Trust Law Compares to Other States
The Inter-Jurisdictional Trust Wars: How Does New Hampshire Really Stack-Up?”
by Joseph F. McDonald, III
May 2008
Attorney McDonald is a member of McDonald & Kanyuk, PLLC, and he is a founder and director of Concord Trust Company, which is a member of the Trust Council.