We use the periodic table in initial client meetings in order to help clients understand that there are a number of different techniques, tools and strategies that could be used to help them accomplish their goals. This is always somewhat of an education for clients who are only used to being exposed to revocable living trusts and irrevocable life insurance trusts. In many cases clients have told us that they did not realize that there were other opportunities available to them. The periodic table can also be useful in helping clients understand that there are numerous approaches to achieving a certain result. And that our job is to find the best way to reach the result. Not only does this help clients understand that what we are doing is not cookie cutter, but it also helps them to understand why we must charge them for the various parts of the process. Learn more at www.inknowvision.com

1. The Periodic Table of Estate Planning Elements
We use this table to help in discussions with you and the planning team as to which tools should be considered from
among the wide universe of available strategies and programs.
Charitable
Remainder Gift Annuity Note To Charity Rent To Own GRAT ILIT QPRTs
Unitrust
Sale for Family
FLIP Life
TCLAT Split Dollar Installment Limited Private Annuity
CRUT Settlements
Note Partnership
Charitable
C Corp Family Asset Family
Life NIMCRUT Gifting
LTC Bank Protection LLC
Estate
Captive
Private Art & Collectible Crummey Annuity
LLC/CRT Insurance 529 Plans
Foundation Planning Powers Maximization
Planning
Donor
Frozen Revocable Jurisdictional Dynasty Intra-Family IRA
Advised
CLAT Trusts Trusts Trust Loans Maximizer
Fund
Supporting Shark Fin Preferred Succession Premium Corporate ESOP
Organizations CLAT LPs and LLC Planning Finance Recapitalization Planning
Operating Buy-Sell
Bargain Sales Life Insurance GDOT SCIN 412(e)
Foundation Agreements
Charitable Planning Personal Planning Qualified Planning
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