Planning Concepts

ASSET PROTECTION CONCEPTS

BUSINESS PLANNING CONCEPTS

Alternatives to Cash on the Balance Sheet

Business Transfer Issues

Business Valuation Concepts

Combining Buy Sell with Retirement Planning

Executive Bonus Arrangement

Employer Funded Deferred Compensation

Employer Sponsored Split Dollar

Recapitalizing Stock & Member Interests

Installment Sale

Key Person Life Insurance

Taxation of Business Entities

Using a Business to Fund Life Insurance

CHARITABLE PLANNING CONCEPTS

Charitable Estate Planning

Charitable Gifting

Charitable Lead Trust

Supporting Organizations

EDUCATION PLANNING CONCEPTS

Tax Advantaged Education Funding

ESTATE PLANNING CONCEPTS

Asset Titling

Basic Estate Planning

Disclaimers of Property Upon Death

Dynasty Trusts

Estate Planning for Non-Citizens

Gifts to Minors

Grantor Retained Annuity Trust

Income in Respect of Decedent (IRD)

Lifetime Gifts

Qualified Personal Residence Trust

Revocable Living Trust vs Traditional Will

Sale to an IDIT

Transfer for Value Rule

Trust Protector

LIFE INSURANCE PLANNING CONCEPTS

Choosing the Right Insurance Mix

Fiduciary Checklist

Irrevocable Life Insurance Trust

NLG and CAUL Products

Private Split Dollar

Transfer Life Policy to Irrevocable Trust

Transfer Life Policy to or from Business

RETIREMENT PLANNING CONCEPTS

Deferred Compensation - Non-Profit 457 Plans

Deferred Compensation

Retirement and Legacy Arrangement (RALA)

Supplemental Life Insurance for Retirement Planning (SLIRP)

Using the 1040 to Find Planning Opportunities

SPECIAL NEEDS PLANNING CONCEPTS

Special Needs Planning - Steps to Take

Special Needs Planning - Two Step Approach

Special Needs Planning Checklist

ASSET PROTECTION CONCEPTS

BUSINESS PLANNING CONCEPTS

CHARITABLE PLANNING CONCEPTS

EDUCATION PLANNING CONCEPTS

ESTATE PLANNING CONCEPTS

LIFE INSURANCE PLANNING CONCEPTS

RETIREMENT PLANNING CONCEPTS

SPECIAL NEEDS PLANNING CONCEPTS

Location & Contact