Taking Care of the Kids: Minor’s Trust – May 2021

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One of the greatest feelings for parents or grandparents in life is the ability to share one’s wealth with children or grandchildren.  It can also be one of the most significant decisions that parents or grandparents face when they gift wealth to minors.  Because of the importance, they need to decide whether to title the assets under a state Uniform Transfers to Minors Act (UTMA) or to place then in a trust fund.  Both options have advantages and disadvantages.

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Inlet Private Wealth, LLC (“Inlet Private Wealth”) is an SEC-registered investment adviser with its principal place of business in Jupiter, Florida. Registration with the SEC does not imply a certain level of skill or training. Inlet Private Wealth and its representatives comply with the current registration and notice filing requirements imposed on SEC-registered investment advisers by those states in which Inlet Private Wealth maintains clients. Inlet Private Wealth may only transact business in those states in which it is registered, notice filed or qualifies for an exemption or exclusion from registration or notice filing requirements.

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