Irrevocable Trusts:
Techniques for Permanently Moving Assets Out of Estates
Recently Released!!!
Date Published: March 6, 2024
Summary PowerPoint Deck: 260 Slides
Reference PowerPoint Deck: 1,021 Slides
The purpose of this research is to provide readers with a comprehensive understanding of the growing consumer demand for estate planning services and the role of irrevocable trusts. This research is part of Tiburon's broader coverage of estate planning.
This research defines this market, sizes its market, and ranks its leaders.
This research defines key irrevocable trusts techniques, including:
Date Published: March 6, 2024
Summary PowerPoint Deck: 260 Slides
Reference PowerPoint Deck: 1,021 Slides
The purpose of this research is to provide readers with a comprehensive understanding of the growing consumer demand for estate planning services and the role of irrevocable trusts. This research is part of Tiburon's broader coverage of estate planning.
This research defines this market, sizes its market, and ranks its leaders.
This research defines key irrevocable trusts techniques, including:
- Grantor Retained Annuity Trusts (GRATs)
- Grantor Retained Unitrusts
- Defective Grantor Trusts
- Marital & Bypass Trusts (AB Trust)
- Qualified Terminal Interest Property Trusts
- Qualified Personal Residence Trusts
- Spousal Lifetime Access Trusts (SLATs)
- Irrevocable Life Insurance Trusts (ILITs)
- Bypass Trusts
- Dynasty Trusts
- Charitable Remainder Trusts
- Moderate (or Possibly Substantial) Growth in Irrevocable Trusts
- Fastest Growth in Grantor Retained Annuity Trusts (GRATs), Marital & Bypass Trusts, and Irrevocable Life Insurance Trusts (ILITs)
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Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
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Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
Tiburon members can download the summary or reference PowerPoint presentation, view the most recent Tiburon Webinar featuring Tiburon's Managing Partner (or another Tiburon team member), and/or listen to the most recent Tiburon podcast featuring Tiburon member CEO guests by clicking on the buttons below:
Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
