Tax-Related Planning Memos
These memos cover a number of topics related to saving federal transfer taxes.
- Introduction to Transfer-Tax Planning
- Estate Reduction Techniques
- Estate Planning Alphabet Soup for Tax Reduction
- Estate Planning Using Business Interests
- Uses of Life Insurance
- Irrevocable Trusts
- Grantor-Retained Annuity Trusts
- Charitable Giving
- The Nevada Nongrantor Incomplete Gift Trust (NING)
- Starting a Nevada Family Trust Company
- Starting a Private Foundation
- Estate-Freezing Techniques to Shift Growth and Appreciation