Estate Planning Flowcharts – Six Common Structures for Affluent Families

Adler & Adler, PLLC Team

1 – Disclaimer Plan With Trusts For Descendents

Flowchart Disclaimer Plan With Trusts For Descendents

2 – Clayton QTIP Plan With Trusts for Descendants

Flowchart Clayton QTIP Plan With Trusts for Descendants

3 – Two Share Plan With Trusts for Descendants

Flowchart Two Share Plan With Trusts for Descendants

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

Flowchart Three Share Plan (Federal Bypass Trust

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

Flowchart Three Share Plan (Federal/State Bypass Trust

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

Flowchart Three Share Plan (Federal/State Bypass Trust

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

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