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Dynasty Trust States

Following is a list of the states that have either abolished their rule against perpetuities, enacted an opt-out rule against perpetuities or made another change to its rule against perpetuities.  Note that the so-called "Tier 1 states" are Alaska, Delaware, Nevada and South Dakota because of the importance of selecting a state with no state income tax on trusts.  You DO NOT need to reside in one of these states to take advantage of their favorable perpetuities laws and set up a dynasty trust.


PERPETUAL AND LONG-TERM DYNASTY TRUST STATES:


Alaska -
Alaska Stat. §§ 34.27.051, 34.27.100 --- Perpetual/1,000 years if exercise a power of appointment

Arizona - Ariz. Rev. Stat. § 14-2901(A) --- 500 years
Colorado -
Colo. Rev. Stat. § 15-11-1102.5(1)(b) --- 1,000 years
Delaware -
25 Del. C. § 503 --- Perpetual for personal property/110 years for real estate
District of Columbia - D.C. Code § 19-904(a)(10) --- Perpetual
Florida - Fla. Stat. § 689.225(2)(f) --- 360 years
Hawaii -
Haw. Rev. Stat. § 525-4(6) --- Perpetual
Idaho - Idaho Code §§ 55-111, 55-111A --- Perpetual
Illinois - 765 Ill. Comp. Stat. §§ 305/3(a-5), 305/4(a)(8) --- Perpetual

Kentucky - 2010 Ky. Acts 21 §§ 1–3, 14 --- Perpetual

Maine - Me. Rev. Stat. Ann. tit. 33, § 101-A --- Perpetual
Maryland -
Md. Code Ann., Est. & Trusts § 11-102(b)(5) --- Perpetual
Michigan -
Mich. Comp. Laws §§ 554.91–554.94 --- Perpetual
Missouri -
RSMo § 456.025 --- Perpetual
Nebraska -
Neb. Rev. Stat. § 76-2005(9) --- Perpetual
Nevada - Nev. Rev. Stat. § 111.1031(1)(b) --- 365 years
New Hampshire -
N.H. Rev. Stat. Ann. § 564:24 --- Perpetual
New Jersey - NJSA §§ 46:2F-9–46:2F-11 --- Perpetual
North Carolina -
N.C. Gen. Stat. § 41-23 --- Perpetual, but note constitutional issue
Ohio -
Ohio Rev. Code Ann. § 2131.09(B)(1) --- Perpetual
Pennsylvania -
20 Pa. C.S. § 6107.1(b)(1) --- Perpetual
Rhode Island -
R.I. Gen. Laws § 34-11-38 --- Perpetual
South Dakota -
S.D. Codified Laws §§ 43-5-1, 43-5-8 --- Perpetual
Tennessee - Tenn. Code Ann. § 66-1-202(f) --- 360 years
Utah -
Utah Code Ann. § 75-2-1203(1) --- 1,000 years
Virginia -
Va. Code Ann. §§ 55-13.3(C), 55-12.1 --- Perpetual
Washington - Wash. Rev. Code § 11.98.130 --- 150 years

Wisconsin - Wis. Stat. § 700.16(1)(a) --- Perpetual
Wyoming - Wyo. Stat. Ann. § 34-1-139(b)(ii) --- 1,000 years



The Nevada 365-year dynasty trust law was created by a legislative bill authored by Steven J. Oshins in the 2005 legislative session.  Until that time, Nevada trusts were limited to 90 to approximately 120 years.  Since Nevada has no state income tax, Nevada has become one of the leading dynasty trust states.  


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