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