What Should You Know About Dynasty Trusts in New Jersey? - Christine Matus

From The Matus Law Group - What Should You Know About Dynasty Trusts in New Jersey? explores how families can use dynasty trusts to preserve wealth across generations, reduce federal estate, gift, and generation-skipping transfer taxes, and protect assets from creditors and divorce claims. This episode highlights how Christine Matus and The Matus Law Group help New Jersey families understand irrevocable trusts, trustee selection, tax exemptions, charitable giving, and long-term estate planning goals.

Listeners will learn what makes a dynasty trust different from a traditional trust, including how New Jersey’s Trust Modernization Act of 1999 repealed the rule against perpetuities and allows properly drafted dynasty trusts to continue indefinitely. The discussion also covers the 2026 federal transfer tax landscape, including the $15 million individual exemption, $30 million married couple exemption, GST tax exemption, annual gift tax exclusion, and the 40% federal transfer tax rate on amounts above the exemption.

The episode also explains practical planning considerations, such as choosing a corporate trustee, funding a dynasty trust with cash, marketable securities, real estate, life insurance policies, investment accounts, or closely held business interests, and avoiding assets a family may need to access later. Christine Matus’s background in estate planning, trusts, special needs planning, real estate law, mediation with the Superior Court of New Jersey, and service with organizations including the Ocean County Bar Association, New Jersey State Bar Association, Asian Pacific American Lawyers Association, and American Bar Association provides context for the guidance discussed.

Finally, the podcast compares dynasty trusts with bloodline trusts, showing how each can serve different family goals for asset protection, control, and long-term wealth preservation. For families in Monmouth County, Red Bank, and throughout New Jersey, this episode offers a clear look at how The Matus Law Group helps clients coordinate dynasty trust planning with probate, estate administration, trustee decisions, GST exemption planning, and legacy-building for children, grandchildren, and future generations.

The Matus Law Group

125 Half Mile Rd #201A, Red Bank, NJ 07701

(732) 785-4453

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