ADVANCED PLANNING

Advanced Estate Planning solves specific needs, typically Estate Taxes and Asset Protection, and can include a mix of the following planning tools.

  • Irrevocable Life Insurance Trust
  • Gifting Trusts
  • Testamentary Charitable Trusts (TCLT, CLRT)
  • Multigenerational (GST)
  • Qualified Personal Residence Trusts (QPRTS) 
  • Charitable Remainder Trusts (CRATS and CRUTS)
  • Charitable Lead Trusts (CLATS and CLUTS)
  • Grantor Retained Trusts (GRATS and GRUTS)
  • Private Annuities
  • Self-Canceling Installment Notes (SCINS)
  • Family Limited Partnership (FLP)
  • Limited Liability Company (LLC)
  • Intentionally Defective Grantor Trusts (IDITS)
  • Restricted Management Account (RMA)
  • Private Foundation or Supporting Organization

Which of these tools is used depends on your goals, your asset mix and your tolerance for complexity: