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!

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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

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