Estate Planning
Empower Your Financial Planning with Concepts Illustrated
January 20, 2022
A—Simple Will
January 20, 2022
B—Life Insurance Products
January 20, 2022
C—Revocable Living Trust
January 20, 2022
C—Revocable Living Trust
January 20, 2022
D—Partial Stock Redemption
January 20, 2022
E—Reverse Section 303
January 20, 2022
F—Credit Shelter Trust and Marital Trust
January 21, 2022
F—Family Limited Partnership
January 20, 2022
G—QTIP Trust
January 21, 2022
H—Attribution
January 20, 2022
H—Credit Shelter Trust and Irrevocable Life Insurance Trust
January 21, 2022
I—Recapitalization
January 20, 2022
J—Gift Splitting
January 20, 2022
K—The Estate Funnel
January 20, 2022
L—Pour-Over Will
January 20, 2022
M—Federal Estate Tax
January 20, 2022
N—Trust Will
January 20, 2022
R—QTIP Trust
January 20, 2022
S—Generation-Skipping Transfers
January 20, 2022
T—Installment Sale and Private Annuity
January 20, 2022
U—Gifts & Split-Gifts
January 20, 2022
V—Life Insurance Trust
January 20, 2022
W—Charitable Remainder Trust
January 20, 2022
X—Grantor Retained Annuity Trust (GRAT)
January 20, 2022