Concepts and Strategies

Thumbnail for Business Valuation Concepts
Business Valuation Concepts
Thumbnail for Buy-Sell Agreements
Buy-Sell Agreements
Thumbnail for Special Needs Trust
Special Needs Trust
Thumbnail for Charitable Lead Trusts
Charitable Lead Trusts
Thumbnail for Charitable Remainder Trusts
Charitable Remainder Trusts
Thumbnail for Deferred Income Plan
Deferred Income Plan
Thumbnail for Supplemental Executive Retirement Plan
Supplemental Executive Retirement Plan
Thumbnail for Utilizing Split Dollar to Fund Life Insurance
Utilizing Split Dollar to Fund Life Insurance
Thumbnail for Asset Titling
Asset Titling
Thumbnail for Charitable Giving: Overview and Tax Considerations
Charitable Giving: Overview and Tax Considerations
Thumbnail for Employer Owned Life Insurance Contracts
Employer Owned Life Insurance Contracts
Thumbnail for Executive Bonus Arrangement
Executive Bonus Arrangement
Thumbnail for Life Insurance Policy Beneficiary Designations
Life Insurance Policy Beneficiary Designations
Thumbnail for Nonqualified Deferred Compensation
Nonqualified Deferred Compensation
Thumbnail for Transfer for Value Rule
Transfer for Value Rule
Thumbnail for Transfer of a Life Insurance Policy to or from a Business
Transfer of a Life Insurance Policy to or from a Business
Thumbnail for Planning for Farmers and Ranchers
Planning for Farmers and Ranchers
Thumbnail for Government Benefits
Government Benefits
Thumbnail for Section 457 Plans for Non-Profits
Section 457 Plans for Non-Profits
Thumbnail for 199A - Qualified Business Income Deduction
§199A - Qualified Business Income Deduction
Thumbnail for Asset Protection Strategies
Asset Protection Strategies
Thumbnail for Asset Protection Trusts
Asset Protection Trusts
Thumbnail for Basic Estate Planning Documents
Basic Estate Planning Documents
Thumbnail for Dynasty Trust Planning
Dynasty Trust Planning
Thumbnail for Grantor Retained Annuity Trust
Grantor Retained Annuity Trust
Thumbnail for Installment Sales
Installment Sales
Thumbnail for Irrevocable Trust
Irrevocable Trust
Thumbnail for Life Insurance Premium Financing
Life Insurance Premium Financing
Thumbnail for Lifetime Gifting
Lifetime Gifting
Thumbnail for Planning for Non-U.S. Citizens
Planning for Non-U.S. Citizens
Thumbnail for Planning with a Family Limited Partnership
Planning with a Family Limited Partnership
Thumbnail for Private Foundations, Supporting Organizations, and Donor Advised Funds
Private Foundations, Supporting Organizations, and Donor Advised Funds
Thumbnail for Qualified Personal Residence Trust
Qualified Personal Residence Trust
Thumbnail for Recapitalizations: An Often Neglected Estate Planning Tool
Recapitalizations: An Often Neglected Estate Planning Tool
Thumbnail for Sale to an Intentionally Defective Irrevocable Trust
Sale to an Intentionally Defective Irrevocable Trust
Thumbnail for Series Limited Liability Company
Series Limited Liability Company
Thumbnail for Spousal Lifetime Access Trust
Spousal Lifetime Access Trust
Thumbnail for Supplemental Life Insurance for Retirement Planning
Supplemental Life Insurance for Retirement Planning