Wealth Transfer Planning
Wealth Transfer Planning is the most advanced and powerful drafting system and productivity tool for experienced estate planners.
Our Solution
This system is the most intuitive and intelligent software system available – giving you the planning flexibility you need and customization capability you want.
Tackle complex issues and create sophisticated, highly tailored plans efficiently with Wealth Transfer Planning.
Estate and Tax Planning Strategies
- Planning for tax uncertainty
- Asset Protection Strategies using trusts, partnerships, and other entities
- Specific document strategies intended to reduce the Gift Tax risk in an Installment Sale to Grantor trust transaction
- Using increasing and declining GRAT payments to maximize downstream wealth transfer (and easy automated provisions to use either strategy)
- Retirement Asset Planning, including qualification as a Designated Beneficiary to allow continued income tax deferral
- Charitable Giving (CRTs, CLTs, private foundations)
- Split Purchase Trusts℠ and QPRTs
- The SuperCharged Credit Shelter Trust℠ – a super idea for married couples
- Creative GST options including The Extra Crummey Trust℠ – the best annual exclusion vehicle ever
- Beneficiary Defective Trust – income tax efficiency with downstream wealth transfer
- Efficient structuring of Marital, Family, and Descendants Trusts; balancing tax efficiency, family access, and creditor protection
- Tax planning in “decoupled” states (those with independent state death taxes)
- Asset protection strategies using Wills and Revocable Trusts
- Customized estate planning for non-traditional relationships and families
- Redirecting property through powers of appointment
- Maximizing downstream wealth transfer using grantor trusts
- Satisfying clients by creating individual cash legacies in trust
Document Summary
- Wills and Codicils
- Charitable Trusts
- Power of Attorney
- Revocable Trusts
- Strategic Planning Analyses and Memoranda
- Irrevocable Trusts
- Special Purpose Trusts
- Agreements
- Family Business Forms
- Practitioner & Client Aids
