Back to Insights
Insights: Trust & Estate Planning
Discover industry insights, macro trends, and valuable strategies designed to guide your financial journey. Subscribe to get the latest insights delivered straight to your inbox.
Recent posts
Adem Tumerkan • Recent
Charitable Remainder Trusts: Tax & Estate Planning Guide for Financial Advisors
Discover how Charitable Remainder Trusts (CRTs) can help clients avoid capital gains tax, provide income, and create a charitable legacy, enhancing your financial advisory practice.
Planning StrategiesTrust & Estate PlanningDunham TrustTax-Efficient Philanthropy
Adem Tumerkan • Recent
OBBBA and Charitable Giving: How the New Tax Rules Reduce Deductions
Beginning in 2026, OBBBA changes how charitable deductions work for high earners. Learn how the new rules affect giving—and planning strategies to consider
Tax Strategies
Adem Tumerkan • Recent
Successor Trustee Responsibilities: What It Means When You’re Your Parent’s Trustee
Learn what it means to be named successor trustee, including fiduciary duties, legal responsibilities, and common risks when managing a parent’s trust.
Financial Advisor
All Posts
Adem Tumerkan • Recent
Special Needs Trusts Explained: First-Party vs Third-Party & Why It Matters
Learn how first‑ and third‑party special needs trusts protect SSI and Medicaid, prevent inheritances from ruining benefits, and avoid IRA beneficiary mistakes.
Financial AdvisorDunham Trust
Adem Tumerkan • Recent
How Financial Advisors Can Attract and Retain High-Net-Worth Clients
Learn how financial advisors attract and retain high‑net‑worth clients with clearer positioning, reputation and trust, deeper tax and estate planning, and a modern, multi‑generational client experience.
Financial Advisor
Adem Tumerkan • Recent
Why Generational Wealth Fails — And How Trusts and Governance Help Stop It
Most family wealth fades by the third generation. Learn how trusts, governance, and heir preparation can reduce generational risk and keep capital intact
Financial AdvisorDunham Trust
Adem Tumerkan • Recent
Wyoming Dynasty Trusts: How to Build a 1,000‑Year Family Bank
Learn how a Wyoming dynasty trust can act as a 1,000‑year family bank, avoid repeated estate taxes, and use AFR loans to keep heirs accountable and capital compounding.
Tax StrategiesDunham Trust
Adem Tumerkan • Recent
Trust Services for Financial Advisors: How to Partner With an Advisor‑Friendly Trust Company
Add trust services without becoming trustee. Learn how advisors partner with advisor‑friendly trust companies and keep investment control.
Financial AdvisorDunham Trust