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Garden State Trust Company
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Year: 2019

Federal Estate Tax Exemption
Ask Garden State Trust

Federal Estate Tax Exemption

Dear Garden State Trust: My estate is about $10 million—do I have to worry about federal estate taxes? —Affluent, Not Rich Dear Affluent: You are close to the boundary for exposure to the federal estate tax. The exemption for 2020 has been increased to $11.58 million, which would seem to let you off the hook.…

gstc December 23, 2019 No comment(s)
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Trust. Hard to Build, Easy to Break.
Blog

Trust. Hard to Build, Easy to Break.

Trust is part of all brands, not just trust companies, as that is where brand loyalty comes from. Good product or service, on time delivery, truthfulness in advertising — all are part of building that trust. Unfortunately, with the chaotic digital marketplaces this trust can be broken in many ways. The most recent accusation: Fake…

gstc December 9, 2019 No comment(s)
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Dynasty Trusts
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Dynasty Trusts

Dear Garden State Trust: I’m intrigued by something I heard about recently, a “dynasty trust.” What is that, and how does it work? —Legacy Builder Dear Legacy: Traditionally trusts with private beneficiaries were not permitted to last forever, but had to have a determinable end date.  This policy was enforced by the “rule against perpetuities,”…

gstc November 25, 2019 No comment(s)
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Philip Roth’s Legacy
Blog

Philip Roth’s Legacy

No fanfare, or announcements about the large bequests. Philip Roth worked with an estate planner to create an estate plan that would promote his wishes, and we are now learning about notable parts of it. For example, he left more than $2 million to the Newark Public Library. How much money did Philip Roth have…

gstc November 11, 2019 No comment(s)
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Incentive Trusts
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Incentive Trusts

Dear Garden State Trust: The opioid crisis just hit a bit closer to home. Some friends of ours have a 20-something child who has an addiction problem. They are trying another round of rehab; maybe this time it will work. But they’ve confided in me that they don’t know what to do about an eventual…

gstc October 25, 2019 No comment(s)
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Stew Leonard’s Differentiates Itself
Blog

Stew Leonard’s Differentiates Itself

A grocery store for the children. It started as a dairy farm: Clover Farms Dairy in Norwalk, Connecticut, to be precise. Even at that point, it was no ordinary milk delivery service. Their trucks had plastic cows on the front that mooed for the children. This small differentiator has become larger and larger. In 1969,…

gstc October 9, 2019 No comment(s)
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QTIP Trusts
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QTIP Trusts

Dear Garden State Trust: I’m financially secure, and have married for a third time. Lately my kids (from the first two marriages) have been asking about their inheritances. They seem to be concerned that my spouse — or perhaps a future spouse — might freeze them out. How might I allay their concerns? —Third Time’s…

gstc September 24, 2019 No comment(s)
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About

Garden State offers a variety of trust administration and investment services to help you plan for your family’s future. Garden State Trust Company is a trust service office of Midwest Trust Company, a Kansas non-depository trust company regulated and examined by the Office of the State Banking Commissioner of Kansas.

Four Locations to Serve You

Wall   Main Office

2101 Highway 34 South, Suite A • Wall, NJ 07719
732-255-5000

South Jersey   Regional Office

One Holtec Drive, Suite G101 • Marlton, NJ 08053
856-281-1300

Four Locations to Serve You

Lebanon   Regional Office

1390 Route 22 West, Suite 101 • Lebanon, NJ 08833 908-287-7188

Linwood   Regional Office

2021 New Road, Suite 9 • Linwood, NJ 08221
856-281-1300
Garden State Trust Company
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