Case Studies

Case Study #1: Special Planning for a Special Child

The use of retirement plan distributions and a stand-alone retirement trust to protect a Special Needs child

Case Study #2: Integrating Limited Partnership in Estate Plan

Creating and preserving a family wealth model and accomplishing estate tax reduction through valuation discounts

Case Study #3: Planning Under Extraordinary Circumstances

Lifetime gifts and creative use of trusts provide estate tax relief

Case Study #4: Charitable Giving as a Part of an Overall Estate Plan

Incorporating charitable trusts and life insurance planning to accomplish charitable goals and estate tax benefits

Case Study #5: Integrated Planning in Tragic Circumstances

Preserving family goals and accomplishing wealth planning through team work and integration of various disciplines

Case Study #6: The Importance of an Up-to-Date and Flexible Estate Plan

How to avoid unexpected and unwanted consequences

Case Study #7: Estate Planner/Family Counselor

The role of the estate planning professional often goes far beyond application of his legal knowledge and expertise