Advanced estate planning is not about buying a product; it's about solving a specific mathematical or legal problem. This wizard helps you identify which complex trust structure aligns with your primary objective.
Identify Your Primary Objective
The wizard filters options based on what you are trying to achieve.
Avoid Capital Gains
I want to sell a highly appreciated asset without paying immediate taxes.
Transfer Rapid Growth
I have an asset about to explode in value and want to shift the growth to my kids.
Lock in Exemption
I want to use my estate tax exemption now, but might need access to the money.
The Recommendations
Based on your inputs, the wizard will suggest exploring structures like a CRT (for capital gains), a GRAT or IDGT (for rapid growth), or a SLAT (for exemption locking with access).
Warning
Consult a Professional
This wizard is for educational purposes. Advanced trusts require meticulous drafting by an experienced estate attorney and ongoing administration by a CPA.