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Advanced Estate Planning
 
Advanced Estate Planning. Advanced estate planning techniques are often employed to reduce or eliminate the federal estate tax burden, or to preserve or qualify for certain public assistance benefits. Some of these techniques are as follows:
  • Irrevocable Life Insurance Trust
  • Grantor Retained Income Trusts
  • Charitable Remainder Trusts
  • Family Limited Partnerships
  • Qualified Personal Residence Trust
  • Special Needs Trusts
  • Structuring for Medi-Cal Eligibility
To learn more about each of these techniques click here.
To contact me with questions or comments, click here.
 
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