Resource Center
Articles
Case Studies in Asset Protection, Part 6: Standalone Retirement Trusts (SRTs)
by WealthCounsel Staff
Standalone Retirement Trusts are separate trusts established for the primary benefit of being named as the beneficiary
of a grantor’s retirement account when a client dies. With a traditional IRA, a retirement plan
administrator contacts designated beneficiaries who can decide to receive those funds now, later,
or some combination in between. Learn how to use them and why in this 2 page brief.
Related Topics
Related Posts
- What Every Estate Planner Should Know About Probate Litigation Articles
- 5 Lessons From the 2018 Tax Season Articles
- Special/Supplemental Needs Trust Sample Articles
- A House Divided: Deadlock in a 50-50 Partnership Articles
- Irrevocable Trust Gifting Trust Sample Articles
- Avoiding Double-Taxation on C Corporations Articles
- Roadmap to Digital Estate Planning and Administration Articles
- Year-End Strategies for Your Estate Planning Practice Articles
- Preventing Undue Influence in Your Clients’ Estate Plans Articles
- Advising Clients on Probate Articles
- 5 Ways to Prevent Ethical Pitfalls in Your Estate Planning Practice Articles
- How to Plan for Minor Beneficiaries Articles
- Estate Planning 101: Back to Basics Articles
- Helping Clients Leave a Legacy...Not Just an Inheritance Articles
- Estate Planning Refresh: When and How Your Clients Should Update Their Estate Plans Articles
- How (and Why) to Start a Virtual Law Practice Articles
- 5 Tips for a Better Law-Life Balance Articles
- Newlyweds, Nuptials, and the Uncomfortable Conversation of Estate Planning Articles
- Domestic Asset Protection Trusts after Toni 1 Trust Articles
- The Savvy Attorney: Adding Business Planning to Your Estate Planning Practice Articles
- 5 Essentials for New Estate Planning Attorneys Articles
- 5 Charitable Giving Mistakes to Avoid Articles
- Last-Minute Opportunities Before the New Tax Law Takes Effect Articles
- Tax Reform is Here: What You Need to Know to Advise Your Clients Articles
- How to Market Your Firm Using Social Media Transcript Articles
- Practice Development Pointers: Building Practices in an Age of Certainty Articles
- Business Planning Under the Tax Cuts and Jobs Act Articles
- Tips on Building Your Estate Planning Practice Transcript Articles
- The Tax Cuts and Jobs Act: Estate and GST Taxes Repealed; Retirement Accounts Remain Unaltered Articles
- 2017: The Year of the Series LLC Articles
- Why Elder Law Is Your Next Big Opportunity Transcript Articles
- On Golden Pond Presentation Articles
- Discussing the Unified Framework for a Broken Tax Code Transcript Articles
- What Attorneys Must Do to Survive in a Digital Age Transcript Articles
- First Look at the Unified Framework for Fixing Our Broken Tax Code Articles
- Amending an Irrevocable Trust: The Dos and Don'ts of Decanting Articles
- When the Irrevocable Trust No Longer Fits Articles
- What Every Estate Planner Should Know About Planning for Non-US Citizens Articles
- Estate of Powell: A New Example of Failed Deathbed Tax Planning Articles
- Practice Development in an Age of Uncertainty: Leveraging Competitive Forces and Technology into a Client Value Creation Monopoly Articles
- President Trump’s Executive Order Deals Blow to Proposed 2704 Regulations Articles
- Drafting Third-Party Spendthrift Trusts after U.S. v. Harris Articles
- POTUS 45 and The First Hundred Days (and Planning in the Years to Come) Articles
- Estate Planning Malpractice - Don’t Throw It All Away Articles
- A Look at President Trump’s Latest Tax Plan Articles
- Get Startup Smart: Choosing the Right Entity for a New Business Articles
- Techno-Ethics Articles
- Employment Classification in the Gig Economy Articles
- Reality Bytes: Mandating an Urgent, New Approach to Dealing with Digital Assets Articles
- Deciding Whether to Use a Joint Trust or Separate Trusts for a Married Couple Articles
- Effective Disclaimer Planning Articles
- Planning for an Often Overlooked Family Member Articles
- Win-Win: Adding Retirement Planning to Your Estate Planning Practice Articles
- Cybersecurity and Ethics: Assessing Risks and Understanding Responsibilities Articles
- Risky Business: Shell Games and Substantive Consolidation Articles
- Summary of 2017 Estate Tax Repeal Legislation to Date Articles
- Domestic Asset Protection Trusts v. Prenuptial Agreements Articles
- What Do Americans Think About Estate Planning? Articles
- 5 Client Interview Mistakes to Avoid Articles
- I Cut, You Choose: Key Considerations in Drafting Deadlock Provisions Articles
- Is Your Company “Doing Business” in California? It May Depend on Who You Ask. Articles
- Bypass Trusts: Capital Gains Tax Savings Strategies for 2017, Part 3 Articles
- Bypass Trusts: Capital Gains Tax Savings Strategies for 2017, Part 2 Articles
- Bypass Trusts: Capital Gains Tax Savings Strategies for 2017, Part 1 Articles
- Rev. Proc. 2016-49 Clarifies Relationship Between QTIP Planning and Portability Articles
- Three Ways Your Business Planning Practice May Be Impacted by Republican Tax Reform Proposals Articles
- Recent Transfer of Utah Jazz Provides Case Study in Dynasty Trust Benefits Articles
- Employee or Independent Contractor? Avoid “Victimizing” Your Workers Articles
- The Status and Evolution of Model Series LLC Legislation Articles
- Hearing on the Proposed 2704 Regulations Leaves Open Questions Articles
- Case Studies in Asset Protection, Part 5: APTs, DAPTs, FAPTs, and Lifetime QTIPs Articles
- Is the “Death Tax” Really Dead? Articles
- Proposed Repeal of the Affordable Care Act: How Will Small Businesses Fare Articles
- Case Studies in Asset Protection, Part 4: ILITs, SLATs, and SATs Articles
- Special Needs Fairness Act Allows Disabled Individuals to Establish Their Own Special Needs Trusts Articles
- Case Studies in Asset Protection, Part 3: High Risk Assets Articles
- Case Studies in Asset Protection, Part 2: Bloodline Protection Articles
- What a Donald Trump Presidency Means for Business Planning Articles
- What a Donald Trump Presidency Means for Estate Planning Articles
- Case Studies in Asset Protection, Part 1 Articles
- To ILIT or Not to ILIT. That Is the Question. Articles
- Did You Say a Taxable Partnership? Articles
- Penny Wise & Pound Foolish: Counseling the Fee Sensitive Client Articles
- Assisted Reproductive Technology and the Law Articles
- Add Depth and Trust to Client Relationships with an Ethical Will Articles
- A Primer on Planning for Special Needs Beneficiaries Articles
- His, Hers, and Ours: Planning for the “Brady Bunch” Articles
- The Developing “Able Account” Laws Articles
- Using Swap Powers to Maximize Estate Planning Opportunities Articles
- Avoiding Corporate Amnesia One Set of Minutes at a Time Articles
- Thorsen v Richmond SPCA: Third-Party Beneficiary Claims Against the Drafting Attorney Articles
- Analysis of the New Proposed Regulations Under Internal Revenue Code §2704 Articles
- How Much Should I Put Into My Child’s Special Needs Trust? Articles
- Defend Trade Secrets Act of 2016 (DTSA) Articles
- Planning for Same-Sex Couples in a Marriage Equality World Articles
- Flexible Tax Strategies Now Needed in Succession Planning for Business Owners Articles
- Part 2: Nobody pays estate tax anymore …but almost everyone has a “death tax” problem Articles
- Part 3: Nobody pays estate tax anymore …but almost everyone has a “death tax” problem Articles
- Part 1: Nobody pays estate tax anymore …but almost everyone has a “death tax” problem Articles
- Revised Uniform Fiduciary Access to Digital Assets Act Articles
- Business Structuring Aspects of the PATH Act Articles
- Trusts and Taxation: Minimizing Liability Articles
- Building Your Business Practice: How Legal Assessments Deliver Value To You and Your Clients Articles
- Building Your Business Practice: How Legal Assessments Deliver Value To You and Your Clients Articles
- Estate Planning Malpractice - Don’t Throw It All Away Articles
- Avoiding Deadlocks In LLC Operating Agreements Articles
- Top Mistakes In Buy-Sell Agreements Articles
- Distribution Waterfalls Articles
- Standalone Retirement Trusts: A Crucial Component of Estate Planning Articles
- Uber: Playing Fair in the “Sharing Economy”? Articles
- Hindsight is 20/20: A Review of Selected 2015 LLC Cases Articles
- Uniform Protected Series Act: Coming Soon? Articles
- Income Taxation of Estates and Trusts Articles
- The Impact of BATF Rule 41F on Firearms Trusts Articles
- Thinking More Deeply on Trust Advisors and Protectors Articles
- The Estate Planning Lawyer’s Ethical Considerations Articles
- Attorney Liability: Estate Planning and the Strict Privity Rule Articles
- Finally… Clarity with Portability Articles
- Is International Taxation The Next Frontier for Estate Planners? Articles
- Insights from Heckering 2016: As The World Gets Smaller, The Estate Planning World Is Getting Bigger Articles
- TEFRA Repeal: Essential Changes to Partnership Agreements and Operating Agreements Articles
- Operational Excellence for Small Business Owners: Lessons Learned from Scafidi v. Hille Articles
- Social Media for Attorneys: A Guide to Advertising on LinkedIn Articles
- New Law Provides Certainty for Charitable Distributions from IRAs Articles
- Choosing a Federal Tax Structure for Your LLC Articles
- Charitable Gifts with Strings Attached Articles
- The Basics of Basis: How It Works Articles
- Take a Mulligan: Irrevocable Trust Modification – Part III: Trust Protectors Articles
- Take a Mulligan: Irrevocable Trust Modification – Part II: Decanting Articles
- Eighth Annual Industry Trends Survey: Key Findings Articles
- Take a Mulligan: Irrevocable Trust Modification Articles
- Marital Planning in the Joint Trust: Balancing Income Tax, Transfer Tax, and Asset Protection Concerns Articles
- Capital Account-based Liquidations: Gone with the Wind or Here to Stay? Articles
- Alaska and Tennessee Community Property Trusts: Understanding these basis adjustment tools Articles
- A Partnership Distribution Menu: Just Say No To Phantom Income Articles
- Social Media for Attorneys: Do I Need A LinkedIn Premium Account? Articles
- Incomplete Gift, Non-Grantor Trusts (AKA DINGs, NINGs) Articles
- The Importance of Basis: The New Era of Estate Planning Articles
- Getting Appreciated Real Estate Out of C Corporations (Part II) Articles
- Before You Pour: A Few Tax Considerations When Decanting Articles
- Estate Planning for the Healthcare Professional Articles
- Late-in-Life Divorce? Estate Planning Steps Your Clients Need to Take Articles
- Safety First: The Transfer of Firearms and the Case for Gun Trusts Articles
- Sample Bronze Gun Trust from Gun Docx Articles
- Social Media for Attorneys: Six Free Social Media Tools You Should Be Using Articles
- Fiduciary Income Taxation Articles
- Plant the Seeds of Success with Thorough, Focused Marketing and Practice Development Articles
- Fiduciary Income Tax Considerations in Special Needs Trusts Articles
- Meyer Natural Foods LLC v. Duff: LLC Purpose Clause and Judicial Dissolution Articles
- Long-Term Planning Issues for Farm and Ranch Owners Articles
- Finalize high net worth planning now! IRS attorney signals looming restrictions on discount techniques. Articles
- The Legal Quagmire of Marijuana Regulation Articles
- Estate Planning For Same-Sex Couples After Obergefell v. Hodges Articles
- Social Media for Attorneys: 5 Ways to Use Twitter Lists for Business Articles
- Wealth Transfer Strategies: The Timely And The Timeless Articles
- Business Docx: Business Success Planning Checklist Articles
- Business Docx: IRS Forms/Resources Articles
- Business Docx: Bill of Sale and Assignment Articles
- Business Docx: Non-Disclosure Agreement (Bilateral) Articles
- Business Docx: Non-Disclosure Agreement (Unilateral) Articles
- Business Docx: Consulting Agreement Articles
- Business Docx: Secured Promissory Note Articles
- Business Docx: Membership/Partnership Interest Purchase Agreement Articles
- Business Docx: Buy-Sell Agreement Templates & Documents Articles
- Business Docx: Minutes and Consents Articles
- Business Docx: Business Matters Articles
- Business Docx: Employees and Independent Contractors Articles
- Business Docx: Communications Articles
- Business Docx: Entity Funding Articles
- Business Docx: Entity Conversion Articles
- Business Docx: Corporate Formation Articles
- Business Docx: Partnership Formation Articles
- Business Docx: LLC Formation & LLC Operating Agreement Articles
- Business Docx: Entity Formation Suite Articles
- Business Docx: Client Intake Suite Articles
- Business Docx: Asset Purchase Agreement Articles
- Business Docx: Stock Purchase Agreement Articles
- Social Media for Attorneys: Hashtags - Why They Matter and When To Use Them Articles
- Charitable Giving – Shift Focus From Estate Tax to Income Tax Planning Articles
- Successful Estate Planning, Tailor-Made Articles
- Estate Planning for Same-Sex Couples: From Cottage to Mainstream Articles
- Incapacity Planning – It’s All in the Details Articles
- Inspirational, Aspirational and Special: The Ethical Estate Plan Articles
- Planning Considerations for Elderly Clients Articles
- Clark v. Rameker: A Troubling Tale With a Happy Ending Articles
- The Business of Estate Planning: Now More Than Ever, it’s Personal. Articles
- Estate Planning for Blended Families Articles
- Digging Deeper Into Single Member LLCs Articles
- Funding Trusts: Is There Fuel in the Car? Articles
- Robl Construction, Inc. vs. Homoly: A Lesson in Proper LLC Governance Articles
- Federal Estate Tax Portability: If the Death Tax is Dead, What’s the Point of Estate Planning? Articles
- Importance of Safeguarding the IRAs Articles
- Anti-Corporate Farming Laws: “Big Ag” versus the Family Farm Articles
- State of the Union Proposals Could Impact Your Estate Plan Articles
- Greenhunter Energy vs. Western Ecosystems: The Death Knell For Single-Member LLCs in an Asset Protection Plan? Articles
- “Employer Shared Responsibility” Under the Affordable Care Act: What it Means for your Small Business Clients Articles
- Dahl v. Dahl: Utah Supreme Court Rules Trusts Not a Domestic Asset Protection Trust! Articles
- Exemption Portability and Marital Deduction Planning Under ATRA 2012 Articles
- Digital Assets: Why They Need to Be Part of Your Estate Plan Articles
- Social Media for Attorneys: How to Launch a Business Blog Articles
- Social Media for Attorneys: Should You Be Using LinkedIn Showcase Pages? Articles
- Social Media for Attorneys: How to Effectively Manage Multiple Social Networks Articles
- Social Media for Attorneys: How to Start Using Twitter for Business Articles
- Social Media for Attorneys: How To Get the Most Out of LinkedIn Articles
- Social Media for Attorneys: How to Maximize LinkedIn Groups Articles
- The ABLE Act Explained Articles
- A Primer On Asset Protection Planning Articles
- Asset Protection - Beyond Just Trusts Articles
- Clarity in Asset Protection: The Voidable Transactions Act Articles
- Asset Protection & Wealth Docx™ Articles
- Minimizing the Risks Associated with Practicing Asset Protection Articles
- Synopsis of Various Offshore Jurisdictions Articles
- Series LLCs and Asset Protection: Will a Model Uniform Act Clear the Fog? Articles
- GreenHunter Energy, Inc.: The Rare Case When the Limited Liability Veil Will Be Pierced in Wyoming (And Probably in Every Other Jurisdiction) Articles
- On Making The Transition To Estate Planning Articles
- What do you do with an asset named DSUE? Portability and Marital Deduction Planning Articles
- Getting Appreciated Real Estate Out of C Corporations (Part I) Articles
- Battle of the States: Dynasty Trusts Articles
- The Surprising Connection between Marketing Your Law Firm and Weight Loss Articles
- The Missing Piece of Your Estate Plan Articles
- What To Do With The Irrevocable Trust That Doesn’t Fit Anymore Articles
- Trust Situs Matters: Situsing a Trust for Maximum State Income Tax Savings Articles
- Supreme Court Holds Inherited Iras Are Not Protected From Creditors, Marking Strong Planning Opportunity Articles
- The Basics of Bequeathing Bitcoin Articles
- Tax Tips for Gay and Lesbian Couples Post-DOMA Articles
- Your Second Office: Choosing and Marketing Your Next Location Articles
- The Most Important Parts of Estate Planning Can't Get Legislated Away Articles
- 121 Lawyers Across The Nation Share Their Best Tips To Grow Your Practice Articles
- Be The Authority In Your Local Community By Publishing An Educational Book Articles
- Asset Protection Philosophy 101 Articles
- Estate Planning in 2014 and Beyond Articles
- South Dakota Domestic Asset Protection Trust Legislation Articles
- 2013 Annual Industry Trends Survey Articles
- Four Steps to Branding Yourself as a Trusted Advisor – and Winning Lifelong Clients Articles
- The Education Evolution Articles
- How to Engage the Client or “Closing the Deal” Articles
- LLC Planning: Enabling Disregarded Entity Status Articles
- The Top 10 Seminar Marketing Mistakes Attorneys Make Articles
- Using the S-Election to Save Employment Taxes Articles
- Trust Decanting: A Compelling (and Underused) Strategy for Creative Trust Solutions Articles
- An Integrated Estate and Exit Plan with an ESOP Foundation – A Case Study Articles
- Post-DOMA Update: Cases and policies begin emerging in the wake of Windsor Articles
- The Case for the Independent Trustee Articles
- Think and Act Like a Marketer Articles
- Avoiding the High Post-ATRA Trust Tax Rates Articles
- Business Exit Planning for Closely Held Businesses Articles
- ESOP: The Ideal Business Transition Option Articles
- How to More Effectively Engage and Service the High Net Worth Client Articles
- Leaving Your IRA to a Disabled Person Articles
- Making the Case for the General Power of Appointment Articles
- Marketing Alliances–A Little Help From Your Friends Articles
- Where might we go from here? Post-ATRA planning considerations in 2013 Or until the law changes… again. Articles
- Reinventing Estate Planning For the Baby Boomer Generation Articles
- Stormy Seas for Businesses That Neglect “Divorce-Proofing” Shareholder Agreements Articles
- The Beneficiary Controlled Dynasty Trust Articles
- Top 5 Mistakes When Naming Beneficiaries of Insurance Policies Protecting Your Goals and Your Loved Ones Articles
- Steps To Get Business Owners Started On Succession Planning Articles
- Adding Maintenance Elements to the Estate Plan Checklist Articles
- Are Your Marketing Efforts Turning to Dollars? Articles
- Asset Protecting a Child’s Inheritance Articles
- Carpe Diem (Seize the Day) Articles
- Donor Advised Funds and the Philanthropic Life Articles
- Equine Protection and Planning Tools Articles
- Ohio’s New Asset Protection Trust Will Attract Clients Within and Outside of Ohio Articles
- Joint Trusts in a Separate Property State: Time For A Second Look? Articles
- Putting Personal Residences into an FLP or FLLC: A No-No Articles
- An Accidental Felony: A gun trust can help protect your client Articles
- 2012 Annual Industry Trends Survey Articles
- All the World’s a Stage—for Rainmaking Articles
- Structuring a Rollover Business Startup Articles
- The Domestic Asset Protection Trust Articles
- Medicaid Planning: Thinking INSIDE the Right Box Articles
- The 10 Biggest Mistakes Estate Planning Attorneys Make—Running Their Business! Articles
- Would You Set Up a 501(c) For Me… for Free? Issues to Consider Before Volunteering Your Time and Expertise Articles
- Business Planning: The Business Case for BusinessDocx™: Helping WealthCounsel Members Grow Business Planning Practices Articles
- Fiduciary Duties for LLCs, Too? Drafting Tips for LLC Documents Articles
- 10 Best Practices for Writing an Estate Planning Blog Articles
- Planning for the Four-Legged Member of a Family Articles
- Using the 2012 Gift Tax Exemption to Reach Client Goals Articles
- The Lesser-Known Duty to Inform and Report to Beneficiaries of a Trust Articles
- Managing Client Perceptions Equals Good Client Development Articles
- Medicare Set-Asides: Encountering and Handling Them Articles
- Trust Situs Selection—Tax Havens or Illusory Strategy? Articles
- The Best Estate Plan is No Match for Unprepared Heirs Articles
- Asset Protection Planning: Why Go Offshore? Articles
- Practical Issues in Forming a Domestic Asset Protection Trust for a Non-Resident Articles
- Estate Planning Lessons from Whitney Houston’s Legacy: Why a Living Trust is the Preferred Option to a Last Will Articles
- An Eternal Presence Articles
- The Good Faith Trustee: Removing a Barrier to Client’s Wishes Articles
- Estate Planning for Intellectual Property Rights Articles
- Limited Liability Companies, Life Insurance, and Business Succession Development Planning Articles
- Planned Giving: An Opportunity For Service Not To Be Missed Articles
- Relationship Marketing for the Estate Planner Articles
- Market Yourself Through Storytelling Articles
- Help! I’m Stuck in My FLP! Articles
- Why Wyoming? Articles
- Bring It On Home: Transferring Wealth to US Beneficiaries Articles
- Adaptable Planning Advice for 2012 and Beyond Articles
- Chunk It!: We want to tell you how to chunk your life so you can achieve peak performance. Articles
- You Can Call Me Ray, or You Can Call Me J: Common Terms with Different Names Articles
- Create Your Own Micro-Climate To Make It Rain Articles
- Attract, Engage, and Work with Families with Taxable Estates and Their Advisors Articles
- A Comment on the Ethics of Fraudulent Conveyances Articles
- How Do You Convince Clients to Actually Do GRATs (and Other Estate Tax Planning)? Articles
- How Naming a Family Financial Assistant Makes Handling the Clients Affairs Easier for Everyone Involved Articles
- There’s No Place Like Home: Follow the Yellow Brick Road to a Better Estate Plan Articles
- Do Not Forget About an Old 401(k) in Estate Planning Articles
- 2011 Annual Industry Trends Survey Articles
- Lemons to Lemonade: The Planning Opportunities Created by Market Instability Articles
- 2010 Annual Industry Trends Survey Articles
- Who Moved My Cheese…Again? Articles
- Investment Opportunity Amid Tax Uncertainty?: Why 2010 Could Be the Rare Occasion When It Makes Sense to Pay Taxes Sooner Rather than Later Articles
- Give Yourself the General Power of Adventure: Making the Transition from Litigation to Estate Planning Articles
- Six Biggest IRA Beneficiary Form Mistakes Articles
- Intra-family Loans in Today’s Low Interest Rate Environment Articles
- A Return to the Good ‘Ole Days?: Five Key Ways a $1 Million Exemption Will Positively Impact Your Practice - - If You’re Prepared! Articles
- For Whom the Bells Toll: Asset Protection May Be for Everyone Articles
- Estate Tax Environment Articles
- A Unique Opportunity Exists in 2010 and 2011 to Begin Your Customized Maintenance Program … Don’t Miss It! Articles
- Contact Management Software and Client Development Articles
- Funding Your Client’s Publicly Traded Stocks, Bonds and Investment Accounts Articles
- Begin with the End in Mind: Asset Tracking as a Key Element to Any Estate Planning Maintenance/Updating Program Articles
- Economic Substance Doctrine: Consequences of Codification Articles
- How to Make Your Website Work for You Articles
- Add “SPICE” to your Elder Law Practice Articles
- Are You Tripping Over Dollars to Make Pennies in Your Elder Law Practice? Articles
- Pitfalls to Avoid When Planning for Clients Who Are Veterans Articles
- Practical Planning and Drafting of Wyoming LLCs & DAPTs Articles
- How to Attract Physician Clients and What To Do When You Get Them Articles
- How to use Seminars and Speaking Engagements in Your Marketing Plan Articles
- Transfer Opportunities in Advance of Legislative Change: An Interim Approach to Planning with GRATs Articles
- Investment Opportunity amid Tax Uncertainty? Articles
- Ten Simple Steps to Prevent World War III Among Your Children Articles
- You Say Goodbye and I Say Hello… Creating Presence on the WealthCounsel Listservs Articles
- Ten Questions About the Future of Your Practice Articles
- Private Placement Life Insurance: A Cornerstone of Financial and Estate Planning for the High Net Worth Individual Articles
- Are We Helping to Pass on the Farm? Articles
- Fixing and Undoing Broken CRTs – Four Case Studies Articles
- Planning for the Family Vacation Home Articles
- How to Implement an Estate Planning Maintenance Program – NO KIDDING! Articles
- Funding Your Client’s Cash Accounts Articles
- Client Interview Articles
- 2009 Annual Industry Trends Survey Articles
- Advancing Asset Protection in Your List of Offers Articles
- The Estate Planning Doctor Is In: Where Are The Physicians? Articles
- Estate Planning for Your Online Identity Articles
- Rainmaking 101: Referral Source Interview Articles
- Estate Planning Considerations Intrinsic with Roth Conversions Articles
- The Family Meeting: An Essential Part of the Estate Planning Process Articles
- Lessons for a Young Profession: What the 40-Year-Old Financial Planning Profession Can Learn From the Economic Crisis Articles
- How Safe Are Municipal Bonds Today? Articles
- Roth to Riches?: Determining Whether a Roth Conversion Makes Sense Articles
- Striking the Right Balance: Cash Balance Plans for Professional Practices and Closely Held Firms Articles
- Inflation Fixation: Where Will It End? Articles
- Moving Clients to Action in a Chaotic Economy Articles
- Madoff: What the Estate Planning Attorney Really Needs to Know Articles
- Rainmaking 101: Cross-Selling Articles
- Design Reports Backwards to Meet Firm Objectives Articles
- Funding: Opportunity or Profit Killer? Articles
- Asset Protection Planning: Why Go Offshore? Articles
- Integrating Legacy Planning into Your Practice Articles
- Why Most Families Lose Their Wealth by the Third Generation Articles
- The Bypass Trust: It’s not Just for Taxes Anymore Articles
- Business Succession Planning: How to Coordinate an ESOP Exit Strategy with an Estate Plan Articles
- Valuation Discounts with Undivided Interests in Real Property Articles
- 2008 WealthCounsel Industry Trends Survey Articles
- A Certain Sensitivity – Estate Planning for Women Articles
- Asset Protection Considerations for Business Owners Articles
- Variable Life Insurance Products: The Flaw is in the Design, Not the Concept Articles
- The Irrevocable Income Only Trust Articles
- Are you Missing an Opportunity to Help a Veteran? Articles
- Succession Planning for Solos: Peace of Mind for Your Family, Opportunity for Your Practice Articles
- The Need for a Pour Over Will and the Search for Rich Aunt Mabel Articles
- Fat-Free Fat: Nontax Considerations for Discussing Philanthropy With Your Clients Articles
- A Bargain Sale of Land to a Land Trust: How You can Make Some Money While Making a Difference and Save on Taxes, Too. Articles
- The Granite State’s Entry into Asset Protection Trusts Articles
- Tax Aspects of Life Settlement Arrangements Articles
- Safety in Numbers: Using WealthCounsel Attorneys to Protect and Expand Your Practice Articles
- Associate Pay: Meet Firm Objectives by Rewarding the Behavior You Wish to Promote Articles
- Rainmaking 101: Top 20 Influencers Articles
- Entering the Market - All at Once or In Stages: Quantifying the Trade-Offs Articles
- Tangible Transfers: Leveraging Liquid Wealth to Transfer Illiquid Assets Articles
- Can Early Tax Harvesting Reap Greater Gains? Articles
- Multigenerational Wealth Management: Getting a Legacy Up Articles
- 2007 WealthCounsel Industry Trends Survey Articles
- Retirement: Plan Early and Often Articles
- The Enviable Dilemma - Concentrated Stock: Hold, Sell, or Hedge? Articles
- Looking Beyond Perpetuity: Customizing a Private Foundation Articles
- The Art Before the Deal: Maximizing Personal Wealth When Selling a Business Articles