Revocable Living Trust: A device used to avoid probate and provide management of your property, both during life and after death.
Property Power of Attorney: Instrument used to allow an agent you name to manage your property.
Health Care Power of Attorney: Instrument used to allow a person you name to make health care decisions for you should you become incapacitated.
Annual Gift Tax Exclusion: Technique to allow gifts without the imposition of estate or gift taxes and without using lifetime exclusion.
Irrevocable Life Insurance Trust: A trust used to prevent estate taxes on insurance proceeds received at the death of an insured.
Family Limited Partnership or Limited Liability Company: An entity used to:
1. Provide asset protection for partnership property from the creditors of a partner/member
2. Provide protection for limited partners/members from creditors
3. Enable gifts to children and parents maintaining management control
4. Reduce transfer tax value of property.
Children’s or Grandchildren’s Irrevocable Education Trust: A trust used by parents and grandparents for a child’s or grandchild’s education.
Charitable Remainder Trust: A trust whereby donors transfer property to a charitable trust and retain an income stream from the property transferred. The donor receives a charitable contribution income tax deduction, and avoids a capital gains tax on transferred property.
Fractional Interest Gift: Allows a donor to transfer partial interests in real property to donees and obtain fractional interest discounts for estate and gift tax purposes.
Spousal Lifetime Access: This is a powerful tool that is useful when a married couple has twenty million or more in assets and want to lower estate taxes while maintaining as much use and control of their assets as possible.

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