Estate Planning

Zero Estate Plan - The following case of zero estate planning is gifting those assets above the Unified Credit Shelter Trust at the last to die into a Family Foundation and replacing these assets through a Perpetuities Trust using "Last to Die" insurance. This is a great way to pass the full value of the estate to the heirs and eliminate all estate taxes.

CRT/IRA Planning - The following sample estate is $4,352,000. The estate's major asset is an IRA which carries substantial income and estate tax consequences. The following estate planning techniques are used to reduce the estate to zero income and estate tax at death:

• A-B Trust Planning
• Charitable Remainder Trust Planning
• Gifting of IRA at the last to die to Charity
• Setting up their own family foundation
• Perpetuities Planning

Estate Planning Presentation - The following is a presentation using the latest in estate planning techniques to reduce estate taxes. These techniques are usually designed for estates of $5,000,000 and above. The techniques use Family Limited Partnerships, LLCs, Private Annuities, Intentional Defective Trusts, and Self-Canceling Installment Notes.

Famous Estates - The following are some famous estates showing the amount of settlement costs attributed to them at their death.

Estate Planning Techniques - Most people are interested in paying zero estate tax and passing the full value of their estate to their heirs. How the various estate planning techniques are used and coordinated will determine the amount of tax that is paid and the ultimate amount of wealth transferred to succeeding generations. In many cases the desired objective of eliminating estate tax can be achieved.

You can calculate your own tax deduction now with a Charitable Gift (products: registration for the web)  

The following are common areas in which we can help: