Periodic Table of Advanced Estate Planning Elements
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
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Periodic Table of Advanced Estate Planning Elements
- 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 © 2011 InKnowVision®, LLC. All Rights Reserved.