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Estate Planning Tools & Techniques
If you have estate planning clients, want to know the latest estate and gift tax rules or simply plan your own estate, this interactive seminar shows you how to minimize estate, gift and GST taxes... GRATs...private annuities...intentionally defective grantor trusts...family limited partnerships ...

HS&W: Advanced Estate Planning Techniques
... ADVANCED ESTATE TAX PLANNING TECHNIQUES. GENERAL GIFT PLANNING ... Private Annuities. Family Limited Partnerships (FLPs) and Limited Liability Companies (LLCs) ...

ADVANCED ESTATE PLANNING TECHNIQUES
ADVANCED ESTATE PLANNING TECHNIQUES A. WHAT IS ESTATE PLANNING? 1. An estate plan is an arrangement for the use, conservation, and transfer. of one's wealth. The process by which an estate plan is created is called. estate planning.

Estate Planning: Advanced Techniques and Articles for Advisors
Seven Levels of Estate Planning for Advisors and Their Clients"( From "do nothing" to "offshore trusts" the real issue is quality and customization)" Have You Considered This or That?"( ... A discussion of the relationship between annuities and the estate planning process.) ...

Estate Planning Techniques
Over sixteen planning techniques including Qualified Principal Residence Trust, Present Interest Gift, QTIPs, Education Exception, minors and more! ... Estate Planning Techniques. Ok, you don't want the US Government to inherit 38% to 55% or more of the wealth you ... Interest Free Loans. Private Annuities. Grantor Retained Annuity Trusts ...