Funding a dynasty trust with appreciating assets can be more effective than cash because the goal is to move future growth outside your estate. Closely held business interests, concentrated equity, and real estate held for the extended future are frequent candidates. Low-basis appreciated property requires caution because the trust receives carryover basis rather than a step-up at death. Cash and high-basis assets often transfer more cleanly, but the trade-off is less future appreciation outside the estate.
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