See How We've Protected the Legacies of Families Just Like Yours

Case Studies

Legacy Trust

Legacy Trust Case Study

Estate Plan Concerns Bill and Ann want to make sizable gifts to their children, but also would like for these gifts to benefit their grandchildren and later generations. ► Gifts Should Avoid Estate And Gift Taxes It is important to Bill and Ann that the gifts be arranged to avoid estate and gift taxes. They Read More …

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Private Foundation Case Study

Estate Plan Concerns Sam and Doris have been contributors to various charities for many years. They would like to pass on their spirit of giving to their children. Estate Plan Solution A private family foundation can accomplish this goal and enhance the overall estate planning for Sam and Doris. Private Foundation Trust Process Founder creates Read More …

Qualified Personal Residence Trust (click to enlarge)

Qualified Personal Residence Trust (QPRT) Case Study

Bill owns a vacation mountain home that his family has enjoyed for many years. After giving it some thought, Bill has decided that he would like to give the home to his children, now, rather than waiting to pass it on at his death. Estate Plan Concerns Investment Expected to Grow Annually The home is Read More …

Sale For A Private Annuity

Sale for a Private Annuity Case Study

Estate Plan Concerns Susan owns an asset worth $1,000,000, which is expected to generate high levels of income and appreciation for the foreseeable future, resulting in a total after-tax annual return of 15%. ► Asset Generates Income; Would Use Entire Gift Exemption Understanding that the value of this asset will be includible in her taxable Read More …

Sale For Self-Cancelling Installment Note

Sale for Self-Cancelling Installment Note Case Study

Estate Plan Concerns Susan age 76 and in declining health, owns an asset worth $1,000,000. This asset is expected to generate high levels of income and appreciation for the foreseeable future, resulting in a total after-tax annual return of 14%. ► Asset Generates Income; Would Use Entire Gift Exemption Understanding that the value of this Read More …

Grantor Domestically Owned Trust

Grantor Domestically Owned Trust Case Study

Estate Plan Concerns Bill owns an asset worth $1,100,000 that he would like to give to his children. Bill expects that, for the foreseeable future, the asset will generate $66,000 of income each year and will grow at an annual rate of 8% (over and above the income generated). ? Desire to Minimize Gift and Read More …

Premium Financed Life Insurance

Premium Financed Life Insurance: Bridge Financing Case Study

Estate Plan Concerns While reviewing his estate plan, John and his advisors determine that John needs a large amount of life insurance coverage (several million dollars) to protect his family and to pay estate taxes. This policy will require the payment of an annual premium of $150,000. While John has ample assets and income to Read More …

Charitable Lead Annuity Trust

Charitable Lead Annuity Trust Case Study

Estate Plan Concerns Mary would like to make a large gift to her children. The asset that Mary has in mind is presently worth $1,000,000, but is expected to grow in value at a high rate (9%) and produce significant income (5%) for the foreseeable future. ► Gift to Children Could Save Taxes But Use Read More …

Charitable Lead Unitrust

Charitable Lead Unitrust Case Study

Estate Plan Concerns Bob would like to make a large gift to his children, and perhaps include his grandchildren. The asset that Bob has in mind is presently worth $1,000,000, but is expected to grow in value at a high rate (9%) and produce significant income (5%) for the foreseeable future. ► Estate Tax Savings Read More …

Want More Information?

Have questions about our services? Want to learn more about how to build and maintain your wealth, protect your family's legacy for future generations, and reduce your estate and capital gains taxes?

Then call The Family Trust Institute at (317) 843-5566. You'll be glad you did!