Qualified Small Business Stock & Use of Non-Grantor Trusts
Feb 21, 2022
This is Part 2 in a series I have written on the use of QSBS in estate planning. Part 1 focused on what is qualified small business stock. QSBS &…
Dynasty Trusts
Feb 21, 2022
This is a part in a series of articles I have written on various types of irrevocable trusts. What is a Dynasty Trust? Many people refer to dynasty trusts to mean…
SLATs and SLANTs
Feb 21, 2022
This is a part in a series of articles I have written on various types of irrevocable trusts. What is a SLAT? A SLAT stands for a Spousal Lifetime Access…
Sales to IDGTs
Feb 21, 2022
This is a part in a series of articles I have written on various types of irrevocable trusts. Intentionally Defective Grantor Trust What is a sale to an Intentionally Defective Grantor…
NINGs and California Residents
Feb 20, 2022
This is a part in a series of articles I have written on various types of irrevocable trusts. What is a NING? A Nevada Incomplete Gift Non-Grantor trust (NING) is an…
Domestic Asset Protection Trusts
Feb 20, 2022
This is a part in a series of articles I have written on various types of irrevocable trusts. What is DAPT? One of the most unique forms of irrevocable trusts…
Maximizing Asset Protection in an LLC
Feb 20, 2022
This is Part 2 in a two-part series about LLCs. In Part 1, I covered “Why People Should Create LLCs?” How should I setup my LLC? Once you know why…
Qualified Small Business Stock (QSBS) – A Primer
Oct 06, 2021
This is Part 1 in a series I have written on the use of QSBS in estate planning. Part 2 focuses on using non-grantor trusts to further leverage QSBS in…
What is a Bypass Trust?
Nov 21, 2020
This is a part in a series of articles I have written on various types of irrevocable trusts. Understanding Bypass Trusts Prior to 2012, many married couples created joint trusts known…
What is a QTIP Trust?
Nov 21, 2020
This is a part in a series of articles I have written on various types of irrevocable trusts. It’s not the QTIP you’re thinking of! To better understand this concept, it’s…
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