Irrevocable Trusts:
Techniques for Permanently Moving Assets Out of Estates

Recently Released!!!
Date Published: March 28, 2023
Summary PowerPoint Deck: 241 Slides
Reference PowerPoint Deck: 1,134 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
And this research makes several future predictions for irrevocable trusts, including:
  • 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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