WEALTH STRATEGIES MODEL
M ODEL FOR W EALTH S TRATEGIES P LANNING

PROTECTION FROM ADMINISTRATIVE EXPENSE & DELAY
Durable Special Powers of Attorney
Fully Funded Revocable Living Trusts
Nominee Partnerships
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
ASSURE LIFESTYLE/TAX-FREE CONVERSION OF PAPER PROFITS
CRATs, CRUTs & NIMCRUTs
Off-Shore Corporations
Non-Qualified Deferred Compensation Plans
GRATs & GRUTS

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
SUCCESSFUL INDIVIDUALS
& FAMILIES
PROTECTION FROM GOVERNMENT & LAWSUITS
Private Foundations
CRATs, CRUTs & NIMCRUTs
GRATs & GRUTs
Domestic Limited Partnerships
Limited Liability Companies
Off-Shore Corporations
Off-Shore 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
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
INCOME TAX REDUCTION
Charitable Lead Trusts
CRATs, CRUTs & NIMCRUTs
Off-Shore Corporations
Domestic Family Limited Partnerships
Conservation Easements
Private Foundations
Family Corporations