The Incomplete Non-Grantor Trust (ING Trust): How High-Net-Worth Individuals Use State Income Tax Elimination Strategies to Compound Wealth More Efficiently
The Qualified Terminable Interest Property (QTIP) Trust in Second-Marriage Estate Planning: How Blended Families Can Protect a Surviving Spouse While Preserving Wealth for Children from a Prior Marriage
The Spousal Lifetime Access Trust (SLAT) with an Embedded Crummey Power: How Married Couples Can Maximize Gift Tax Exclusions While Preserving Flexible Trustee Access
The Upstream Basis Planning Strategy: How High-Net-Worth Families Use Aging Relatives' Estates to Step Up Embedded Gains and Eliminate Capital Gains Tax
The Charitable Remainder Annuity Trust (CRAT) vs. The Charitable Remainder Unitrust (CRUT): Choosing the Right Income-Plus-Legacy Structure for High-Net-Worth Donors
The Intentionally Defective Grantor Trust (IDGT) as a Charitable Planning Tool: Combining Wealth Transfer Freezes with Philanthropic Goals for Ultra-High-Net-Worth Families
The Installment Sale to an Intentionally Defective Grantor Trust (IDGT): How High-Net-Worth Business Owners Transfer Wealth at Frozen Values Without Gift or Capital Gains Tax
The Spousal Lifetime Access Trust (SLAT) as a Generation-Skipping Tool: How Married Couples Can Combine Marital Access with Multigenerational Wealth Transfer
The Qualified Opportunity Zone Fund (QOZ Fund): A Deep Dive for High-Net-Worth Investors Who Want Tax Deferral, Reduction, and Elimination in a Single Strategy
The Intentionally Defective Grantor Trust (IDGT) vs. The Grantor Retained Annuity Trust (GRAT): Which Wealth Transfer Freeze Strategy Belongs in Your Estate Plan?
The Spousal Lifetime Access Trust (SLAT) vs. The Irrevocable Life Insurance Trust (ILIT): Choosing the Right Wealth Transfer Structure for Married Couples
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