Estate Planning
A partial list of the various strategies and trusts for estate planning
| Alaska Community Property Trust | Joint Owned Property |
| Alaska Limited Partnership | Joint Tenancy |
| Annual Exclusion Planning | Leveraged Buyout |
| Annuities | Liability Planning |
| Ante-Nuptial Agreements | Life Annuity Payouts |
| Arizona Trusts | Life Insurance |
| Bahamas Trusts | Lifetime Disposition of a Business |
| Belize Self Settled Trust | Lifetime QTIP |
| Beneficiary Trusts | Lifetime Trusts |
| Beneficiary designation on Life Insurance | Like-Kind Exchanges |
| Bermuda Self-settled Trust | Limited Liability Companies (LLCs) |
| Bullet Clauses | Limited Partnerships |
| Business Buy-Sells | Living Trusts |
| Business Leveraged Buy-outs | Living Wills |
| Business – Employee Ownership | Loans |
| Business- placing into trust | Long-term Trusts |
| Capital Gains Planning |
Marital Deductions |
| Cascading Crummey Powers | Marital Transfers |
| Cash Balance Plans | Marital Deduction Trusts |
| Crummey Powers | MegaTrusts |
| Cash Value Life Insurance | Modified Endowment Contracts |
| C- Corporations | Money Market |
| Charitable Deferred Income trust | Municipal Bonds |
| Charitable Lead Annuity Trusts | Mutual Funds |
| Charitable Remainder Annuity Trust | Nevada Self-Settled Trust |
| Charitable Remainder Trust | Non-pro Rate Redemptions |
| Charitable Remainder Unitrust | Non-Qualified Plans |
| Community Foundations | Non-Recourse Loans |
| Community Property | Partnerships |
| Community Property- Megatrusts | Pension Trusts |
| Conservators | Personal Trusts |
| Contracts | Phantom Stock Plans |
| Cook Island Trusts | Post-nuptial Agreements |
| Corporations | Pre-Nuptial Agreements |
| Cost of Living Adjustments | Private Foundations |
| Cross Rights of Refusal | Private Retirement Trusts |
| Crummey Trusts | Profit Sharing Plans |
| Death Step up of Basis | Qualified Family Owned Business |
| Debt- Private | Qualified Subchapter S Trusts |
| Debt- Public | Qualified Terminal Interest In Property Trust (QTIP) |
| Deferred Compensation | QTIP IRA |
| Deferred Payment Annuities | Qualified Personal Residence Trusts |
| Defined benefit plans | Qualified Retirement Plans |
| Defined Contribution Plans | Rabbi Trusts |
| Delaware Trusts | Real Estate Loans |
| Direct Sales | Retirement Beneficiary Arrangements |
| Disability Insurance | Revocable Living Trusts |
| Divorce-Planning | S Corporations |
| Educational Trusts | S Corporation Trusts |
| Electing Small Business Trusts (ESBT) | Second to Die Life Insurance |
| Employee Stock Ownership Plans | Secular Trusts |
| Equity Programs | Self-Settled Trusts |
| Estate Trusts | Sole Ownership |
| Executive Compensation | Split Dollar Agreements |
| Expatriation | Split Purchase Annuities |
| Extra-Crummey Trusts | Stock Options |
| Fair Market Value Discounts | Successor Trusts |
| Family Limited partnerships | Survivorship Life Insurance |
| Family Split-Dollar | Tax-Deferred Annuities |
| Family Trusts | Tax-Free Mergers |
| Foreign Asset Protection Trusts | Tax-Free Rollovers |
| Foundations | Tenancy by the Entireties |
| General Partnerships | Term Polices |
| Generation Skipping Transfer Planning | Transfers |
| GST Exempt QTIP Trusts | Trustees |
| Gifts- Annual | Trust Protectors |
| Gifts- Outright | Uniform Gift to Minors Act (UGMA) |
| Gifts- Spousal | Uniform Transfers to Minors Act (UTMA) |
| Gift Tax Exclusion | Unitrusts |
| Grantor Retained Annuity Trusts | Valuation Discounts |
| Grantor Retained Income Trusts | Valuation Freeze |
| Grantor Retained Income Trusts | Variable Annuities |
| Health Care Proxies | Vesting Provisions |
| House Grantor Trust | Voting Rights |
| House Trusts | Whole Life Insurance |
| Income in Respect of a Descendent (IRD) | Wills |
| IRA Trust | Wilmington Deferred Income Trusts |
| IRA- Stretch Payouts | Young Person’s Trust |
| Installment Sales | |
| Insurance | |
| Intestacy Laws |
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