What’s a Legacy Income Trust?

Brian C. Smith, Executive Director with Eaton Vance, explains the benefits of legacy income trusts as a simplified estate planning tool.

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Brian C. Smith, CFP®
Executive Director, Co-Head of the Wealth Strategies Group, Eaton Vance

Brian is responsible for managing a team focused on solutions for wealthy investors. The group works with financial advisors to implement strategies such as customized separately managed accounts, tax-loss harvesting and charitable giving. He joined Eaton Vance in 2016 and began his career in the investment management industry in 2011.

What’s a Legacy Income Trust?
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