MODEL FOR WEALTH STRATEGIES PLANNING
PROTECTION FROM ADMINISTRATIVE EXPENSE & DELAY
Durable Special Powers of Attorney
Fully Funded Revocable Living Trusts
Nominee Partnerships
PASSING VALUES & RESPONSIBILITIES TO FAMILY MEMBERS
Fully Funded Revocable Living Trust
Dynasty Trust
Wealth Replacement Trusts
Private Foundations
Testamentary Foundations
GRATs & GRUTs
Lifetime Trusts
Educational Trusts
SAVE FEDERAL GIFT &
ESTATE TAX
QTIPs & QDOTs
Irrevocable Life Insurance Trusts
Charitable Foundations
Charitable Remainder Trusts
Grantor Retained Annuity & Unitrusts
Family Limited Partnerships
Corporate Discounted Gifts
Personal Residence Trusts (QPRTs)
Split Gifts
Conservation Easements
MAINTAINING CONTROL OVER YOUR PERSON & AFFAIRS
Durable Special Powers of Attorney
Disability Panel & Guidlines for Care
Durable General Powers of Attorney
Living Trusts
Long Term Health Care
Disability Protection
Salary Continuation Plans
Advance Directives for Health Care
MANAGING THE VALUE OF THE FAMILY BUSINESS
ESOPs & LESOPs
Wealth Replacement Trusts
Dynasty Trusts
CRATs, CRUTs & NIMCRUTs
Irrevocable Life Insurance Trusts
Business Continuation Planning
Liquidation Planning
Family Split Dollar Planning
ASSURE LIFESTYLE/TAX-FREE CONVERSION OF PAPER PROFITS
CRATs, CRUTs & NIMCRUTs
Off-Shore Corporations
Non-Qualified Deferred Compensation Plans
GRATs & GRUTS
PROTECTION FROM GOVERNMENT & LAWSUITS
Private Foundations
CRATs, CRUTs & NIMCRUTs
GRATs & GRUTs
Domestic Limited Partnerships
Limited Liability Companies
Off-Shore Corporations
Off-Shore Trusts
INCOME TAX REDUCTION
Charitable Lead Trusts
CRATs, CRUTs & NIMCRUTs
Off-Shore Corporations
Domestic Family Limited Partnerships
Conservation Easements
Private Foundations
Family Corporations