Revocable Trusts:
Temporary Structures Serving Some but Not All Purposes

Recently Released!!!
Date Published: August 13, 2015
Summary PPT Deck: 51 Slides
Reference PPT Deck: 866 Slides

The purpose of this research is to provide readers with an understanding of the growing consumer demand for estate planning services and the role of revocable trusts.

This research begins with a review of estate planning objectives, including: 

  • Managing Own Incapacity
  • Protecting Estates from Creditors & Lawsuits
  • Transferring Assets Tax Efficiently
  • Making Charitable Contributions
  • Managing Estates in Light of Various Family Structures
  • Controlling Heirs
  • Planning for Special Needs Children
  • Planning for Pets

This research addresses the three historical phases of the estate planning market, including: 

  • Estate Tax Creation Phase
  • Estate Tax Modification Phase
  • Estate Tax Maturation Phase

    This research defines estate planning methods & techniques, including:

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And this research makes the following future predictions for the estate planning market, including: 

  • Continuation of the Estate Tax with Higher Thresholds & Lower Rates
  • Growing Estate Planning Market
  • Growth of Donor Advised Funds & Foundations

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