Wealth Transfer Planning

Wealth Transfer Planning is the most advanced and powerful drafting system and productivity tool for experienced estate planners.

The system assists you in preparing customized and tailored plans for each client.

Wealth Transfer Planning

Co-authored by renowned master estate planners Jonathan Blattmachr and Michael Graham, this system is the most intuitive and intelligent software system available – giving you the planning flexibility you need and customization capability you want.

Tackle complex issues and create sophisticated, highly tailored plans efficiently with Wealth Transfer Planning.

Estate and Tax Planning Strategies

Wealth Transfer Planning™
  • Planning for tax uncertainty
  • Asset Protection Strategies using trusts, partnerships, and other entities
  • Specific document strategies intended to reduce the Gift Tax risk in an Installment Sale to Grantor trust transaction
  • Using increasing and declining GRAT payments to maximize downstream wealth transfer (and easy automated provisions to use either strategy)
  • Retirement Asset Planning, including qualification as a Designated Beneficiary to allow continued income tax deferral
  • Charitable Giving (CRTs, CLTs, private foundations)
  • Split Purchase Trusts℠ and QPRTs
  • The SuperCharged Credit Shelter Trust℠ – a super idea for married couples
  • Creative GST options including The Extra Crummey Trust℠ – the best annual exclusion vehicle ever
  • Beneficiary Defective Trust – income tax efficiency with downstream wealth transfer
  • Efficient structuring of Marital, Family, and Descendants Trusts; balancing tax efficiency, family access, and creditor protection
  • Tax planning in “decoupled” states (those with independent state death taxes)
  • Asset protection strategies using Wills and Revocable Trusts
  • Customized estate planning for non-traditional relationships and families
  • Redirecting property through powers of appointment
  • Maximizing downstream wealth transfer using grantor trusts
  • Satisfying clients by creating individual cash legacies in trust

Document Summary

Wills and Codicils

  • Separate & Community Property
  • State specific options and language
  • Fiduciary Powers options.
  • Options for unmarried partners available (as well as single and married individuals, including same-sex married couples)
  • Executive Summary

Charitable Trusts

  • State specific options and language
  • Different options for fiduciary powers
  • Practitioner Action Steps Checklist

Power of Attorney

State specific forms

Revocable Trusts

  • Separate & Community Property
  • State specific options and language
  • Fiduciary Powers options
  • Options for unmarried partners available (as well as single and married individuals, including same-sex married couples)
  • Executive Summary
  • Funding Instructions
  • Practitioner Checklist
  • Separate Certificate of Trust
  • Practitioner Action Steps Checklist

Strategic Planning Analyses and Memoranda

Produce memorandum of recommendations to client or practitioner on specific planning strategies

Irrevocable Trusts

  • State specific options
  • Practitioner Checklist
  • Extensive fiduciary powers
  • Separate Certificate of Trust
  • Executive Summary
  • Crummey Notices

Special Purpose Trusts

  • Including Split Interest Trusts
  • State-specific options and language, including acknowledgements
  • Practitioner Checklist

Agreements

Family Business Forms

Practitioner & Client Aids