We are excited to share that Dossey & Jones now joins the international law firm Withersworldwide!
Our new relationship with Withers offers us the opportunity to better serve our clients and to bring a whole new range of US and international services into play for our clients. We look forward to continuing our work together and to introducing you to our Withers colleagues! Our current address will remain the same, and our phone numbers and email addresses will temporarily remain the same as we work on completing our integration over to Withers.
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Estate Planning Tools and Strategies - Our Secret Sauce!

By: Jim Dossey, MS, MBA, JD -

This presentation describes the common tools and strategies that we use in our estate planning practice. Additionally, I describe the advantages and disadvantages of each and when they should be used. This is our secret sauce!

Click here to download presentation...

Tools Described:

  • Coordination of Probate Assets and Non-Probate Assets
  • Contingent Trusts
  • Supplemental Needs Trust
  • Lifetime Descendant’s Trusts (aka Generation Skipping Trusts)
  • Bypass Trust (aka Credit-Shelter Trust, aka A/B Trust)
  • Disclaimer Will with Bypass Trust
  • Irrevocable Life Insurance Trust
  • Qualified Terminal Interest Trust
  • Charitable Lead Trust
  • Charitable Remainder Trust
  • Family Limited Partnerships & Family Limited Liability Companies


See how Dossey & Jones can help you with your estate planning needs!

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