Estate Planning for the Ultra Wealthy

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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 - Tax Shelters and Deferral Strategies

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