Practice Emphasis Professional Affiliations Education Community Activities Professional Positions Home Links Library
Practice Emphasis | Professional Affiliations | Education
Community Activities | Professional Affiliations | Home | Links | Library

The Six Levels of Estate Planning:

I. First Level Planning - The Cornerstone
II. Second Level Planning - A Gifting Program III. Third Level Planning - The Irrevocable Life Insurance Trust
IV. Fourth Level Planning - Family Limited Partnerships / Limited Liability Companies
V. Fifth Level Planning - GRITS and GRATS VI. Sixth Level Planning - The Zero Estate Tax Plan