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