Legacy Trust Case Study

Legacy Trust Case Study

Estate Plan Concerns Bill and Ann want to make sizable gifts to their children, but also would like for these gifts to benefit their grandchildren and later generations. ► Gifts Should Avoid Estate And Gift Taxes It is important to Bill and Ann that the gifts be...
Private Foundation Case Study

Private Foundation Case Study

Estate Plan Concerns Sam and Doris have been contributors to various charities for many years. They would like to pass on their spirit of giving to their children. Estate Plan Solution A private family foundation can accomplish this goal and enhance the overall estate...
Sale for a Private Annuity Case Study

Sale for a Private Annuity Case Study

Estate Plan Concerns Susan owns an asset worth $1,000,000, which is expected to generate high levels of income and appreciation for the foreseeable future, resulting in a total after-tax annual return of 15%. ► Asset Generates Income; Would Use Entire Gift...
Grantor Domestically Owned Trust Case Study

Grantor Domestically Owned Trust Case Study

Estate Plan Concerns Bill owns an asset worth $1,100,000 that he would like to give to his children. Bill expects that, for the foreseeable future, the asset will generate $66,000 of income each year and will grow at an annual rate of 8% (over and above the income...