Kinda Lawful
All Topics
Estate Planning for the Ultra Wealthy
High-Net-Worth Client Profile Assessment
Charitable Planning: Charitable Lead Annuity Trust (CLAT) vs. Charitable Lead Unitrust (CLUT)
Grantor Retained Annuity Trust (GRAT) vs. Intentionally Defective Grantor Trust (IDGT)
Dynasty Trusts vs. Family Limited Partnerships (FLP)
Private Placement Life Insurance (PPLI) vs. Charitable Remainder Trusts (CRT)
Asset Protection Trusts (APT) vs. Foreign Grantor Trusts (FGT)
Spousal Lifetime Access Trust (SLAT) vs. Qualified Personal Residence Trust (QPRT)
International Planning: Dual Situs Trust vs. Expatriation
Philanthropic Strategies: Private Foundation vs. Donor-Advised Fund (DAF)
Special Situations: Intra-Family Loans vs. Sale to Grantor Trust
Review and Maintenance of High-End Plans
Tax Shelters and Deferral Strategies
Retirement and Pension Planning
Insurance and Risk Management
Real Estate Planning
Business Succession Planning
Test Your Knowledge - Charitable Planning: Charitable Lead Annuity Trust (CLAT) vs. Charitable Lead Unitrust (CLUT)