Wealth Transfer
Client Ready Documents
Overview
Matrixes
- Charitable Lead Trust (CLT)
- Charitable Remainder Trust (CRT)
- Grantor Retained Annuity Trust (GRAT)
- Intentionally Defective Grantor Trust (IDGT)
- Qualified Personal Residence Trust (QPRT)
- Spousal Lifetime Access Trust (SLAT)
Thought Leadership
Internal Resources
Grand Round Events:
- Family Succession Planning with a Twist
- Just BDIT, or Leave it?
- Marrying Wealth Transfer with QSBS
- Gifting to a Spousal Lifetime Access Trust
- A Potpourri of Wealth Transfer Opportunities
- Charitable Strategies
- Optimizing Withdrawal Strategies under the SECURE Act(s)
- Sunsetting of the Estate and Gift Exemption in 2026
- Grantor Trusts
- Sales to Grantor Trusts
- Grantor Retained Annuity Trusts (GRATS) “Heads You Wine; Tails You Tie”
- Qualified Personal Residence Trusts – Building and Managing a QPRT
- Charitable Remainder Trusts
Partners, Technology & Templates
Coming soon!