Estate Planning Flowcharts - Six Common Structures for Affluent Families


1 - Disclaimer Plan With Trusts For Descendents



Disclaimer Plan with Trusts For Descendents

2 - Clayton QTIP Plan With Trusts for Descendants



Clayton QTIP Plan with Trusts for Descendants


3 - Two Share Plan With Trusts for Descendants



Two Share Plan With Trusts for Descendants

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



Three Share Plan (Federal Bypass Trust; GST Exempt Reverse QTIP Trust; Marital Trustt)


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


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


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



Four Share Plan (Federal/State Bypass 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

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A trust is a device for controlling how assets are held and distributed. Trusts can be revocable or irrevocable. A trust that is created during the lifetime of the person creating the trust (referred