.

 

 
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
Unitrust
Gift Annuity
Note To Charity
Rent To Own
GRAT
ILIT
QPRTs
TCLAT
FLIP
CRUT
Split Dollar
Life
Settlements
Sale for
Installment
Note
Family
Limited
Partnership
Private Annuity
Charitable
Life
Estate
NIMCRUT
C Corp
LTC
Family
Bank
Gifting
Asset
Protection
Family
LLC
Private
Foundation
LLC/CRT
Art & Collectible Planning
Crummey
Powers
Annuity Maximization
Captive
Insurance
Planning
529 Plans
Donor
Advised
Fund
Frozen
CLAT
Revocable
Trusts
Jurisdictional
Trusts
Dynasty
Trust
Intra-Family
Loans
IRA
Maximizer
Supporting Organizations
Shark Fin
CLAT
Preferred
LPs and LLC
Succession Planning
Premium
Finance
Corporate Recapitalization
ESOP
Planning
Bargain Sales
Operating
Foundation
Life Insurance
Buy-Sell Agreements
GDOT
SCIN
412(e)

 

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