Estate Planning Flowcharts - Six Common Structures for Affluent Families

1 - Disclaimer Plan With Trusts For Descendents

2 - Clayton QTIP Plan With Trusts for Descendants

3 - Two Share Plan With Trusts for Descendants

4 - Three Share Plan (Federal Bypass Trust (Family Trust); GST Exempt Reverse QTIP Marital Trust; Marital Trust)

5. Three Share Plan (Federal/State Bypass Trust (Family Trust); State Only QTIP Marital Trust; Marital Trust)

6 - Four Share Plan (Federal/State Bypass Trust (Family Trust); State Only QTIP Marital Trust; Reverse QTIP Marital Trust, Marital Trust)

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Wills and Trusts, Estate Planning: Steps, Costs and Our Process