Financial Technique Library PDFs

Take a look at alternative entities affected by interest rates, including Qualified Personal Residence Trusts (QPRTs), Grantor Retained Income Trusts (GRITs), and Grantor Retained Annuity Trusts (GRATs). You will also learn how to compare GRATs with other freeze techniques including the Intentionally Defective Irrevocable Trusts (IDITs), Charitable Lead Annuity Trusts (CLATs), Private Annuities, and Self-Canceling Installment Notes (SCIN).

NON-MEMBER PRICE FOR THIS PRODUCT IS $25
MEMBER PRICE FOR THIS PRODUCT IS $25 FREE

To enjoy this product for free as a member or to learn more about membership rates, click here

The AB and ABQTIP Trusts help you to qualfiy marital deductions and identify restrictions to principal assets. Read more on the provisions given to the surviving spouse and how to automatically pass exclusively to the beneficiaries noted in the trust agreement.

NON-MEMBER PRICE FOR THIS PRODUCT IS $25
MEMBER PRICE FOR THIS PRODUCT IS $25 FREE

To enjoy this product for free as a member or to learn more about membership rates, click here

The Administrative General Partner shall have the full and exclusive power, on the partnership's behalf to manage its business and affairs. This articles summarizes the parameters of this authority.

NON-MEMBER PRICE FOR THIS PRODUCT IS $10
MEMBER PRICE FOR THIS PRODUCT IS $10 FREE

To enjoy this product for free as a member or to learn more about membership rates, click here

This article, created by Henry Whiffen, is a sample narrative of what a conversation with your prospective client may look like.  Read through the details of an example Engagement Interview. 

Be sure to also listen to the audio version of The Engagement Interview.

NON-MEMBER PRICE FOR THIS PRODUCT IS $25
MEMBER PRICE FOR THIS PRODUCT IS $25 FREE

To enjoy this product for free as a member or to learn more about membership rates, click here

Gain a better understanding of the tools available to help you empower your clients to know "where they want to go" and make the right choices. Read this article to learn more about the tools and strategies that will help your clients pay zero estate taxes.

NON-MEMBER PRICE FOR THIS PRODUCT IS $10
MEMBER PRICE FOR THIS PRODUCT IS $10 FREE

To enjoy this product for free as a member or to learn more about membership rates, click here

Seek a significant discount in value when transferring LP interests. Read more on the key benefits to these strategic concepts.

NON-MEMBER PRICE FOR THIS PRODUCT IS $10
MEMBER PRICE FOR THIS PRODUCT IS $10 FREE

To enjoy this product for free as a member or to learn more about membership rates, click here

This article gives you some suggestions on how to successfully avoid an attack under IRC Section 2036(a).

NON-MEMBER PRICE FOR THIS PRODUCT IS $10
MEMBER PRICE FOR THIS PRODUCT IS $10 FREE

To enjoy this product for free as a member or to learn more about membership rates, click here

Learn more about the U.S. Tax Court judge ruling against a FLP set up and the appeals following the judgment.

NON-MEMBER PRICE FOR THIS PRODUCT IS $10
MEMBER PRICE FOR THIS PRODUCT IS $10 FREE

To enjoy this product for free as a member or to learn more about membership rates, click here

Find out more about the 5 design concepts you should know about the Grantor Retained Annuity Trust (GRAT).

NON-MEMBER PRICE FOR THIS PRODUCT IS $10
MEMBER PRICE FOR THIS PRODUCT IS $10 FREE

To enjoy this product for free as a member or to learn more about membership rates, click here

Utilize an Installment Sale to an Intentionally Defective Irrevocable Trust (IDIT) effectively by reading about the top design concepts related to this technique.

NON-MEMBER PRICE FOR THIS PRODUCT IS $10
MEMBER PRICE FOR THIS PRODUCT IS $10 FREE

To enjoy this product for free as a member or to learn more about membership rates, click here