Estate and Business Succession Planning: A Legal Guide to Wealth Transfer
The Heart of the Estate Plan.
Your Last Will and Testament.
Power of Attorney.
Advance Directive for Health CareYour Living Will.
Utilization of the Exemption Equivalent and Annual Exclusion.
Irrevocable Life Insurance Trusts.
Generation Skipping Transfer Tax.
Transferring Wealth to Minors.
Integrating Retirement Planning with Estate Planning.
Supplemental Needs Trust.
Qualified Personal Residence Trust.
Integrating the Titling of Assets with the Intent of the Estate Plan.
Business Succession Planning.
Start with a Business Valuation.
Funding Buy-Sell Agreements.
Transference of Business Interests.
Family-Owned Business Exclusion.
Family Limited Partnerships.
Grantor Retained Annuity Trusts and Grantor Retained Unitrusts.
Intentionally Defective Grantor Trusts.
Split Dollar Life Insurance.
Self-Canceling Installment Notes and Private Annuities.