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Case Studies

Charitable Remainder Annuity Trust

Charitable Remainder Annuity Trust Case Study

Estate Plan Concerns Bill and Mary (both age 65) presently own 20,000 shares of stock in Widget Industries, Inc. This stock, bought several years ago for $100,000, has been an extraordinary investment, and it is presently trading on the New York Stock Exchange at $50 per share (making the shares worth $1,000,000). ► Diversification Will Read More …

Charitable Remainder Unitrust

Charitable Remainder Unitrust Case Study

Estate Plan Concerns Bill and Mary (both age 65) presently own 20,000 shares of stock in Widget Industries, Inc. This stock, bought several years ago for $100,000, has been an extraordinary investment, and it is presently trading on the New York Stock Exchange at $50 per share (making the shares worth $1,000,000). Their investment advisor Read More …

Combination (FLP/GRAT) – Family Limited Partnership with a Grantor Retained Annuity Trust

Combination (FLP/GRAT) – Family Limited Partnership with a Grantor Retained Annuity Trust Case Study

Estate Plan Concerns Bill and Ann want to make sizeable gifts to their children, and they would like to gift as much as possible without incurring federal gift tax. Bill and Ann are already using their annual gift tax exclusion to shelter other gifts from gift tax. However, neither Bill nor Ann has used $1,000,000 Read More …

Family Limited Partnership

Family Limited Partnership Case Study

Estate Plan Concerns Bill and Ann want to make sizeable gifts to their children, and they would like to gift as much as possible without incurring federal gift tax. Bill and Ann are already using their annual gift tax exclusion to shelter other gifts from gift tax. However, neither Bill nor Ann has used $1,000,000 Read More …

Grantor Retained Annuity Trust

Grantor Retained Annuity Trust Case Study

Estate Plan Concerns Bill would like to make a large gift to his children. The asset that Bill 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 Now Saves Taxes But Uses Exemption He Read More …

IRA Charitable Endowment Plan

IRA Charitable Endowment Plan Case Study

Estate Plan Concerns Bill (age 72) is the owner of a qualified Individual Retirement Account (IRA), which currently has a balance of $1,000,000. He and his wife, Mary (age 70), enjoy a comfortable standard of living, which is easily provided for by Bill’s IRA and their other financial assets. In fact, they don’t really need Read More …

Periodic Table of Estate Planning Elements

Periodic Table of Strategic Estate Planning Tools

The process for successful tax reduction involves converting your assets into investment programs that meet your business and personal goals, while also meeting the strict rules that apply to each tool and instrument used. We consider the tools and programs below in our discussions with you and your planning team members. Click links for information Read More …

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