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Estate Planning ESTATE SETTLEMENT AND LIQUIDITY CONCEPT PRESENTATIONS
Depletion of an Estate by Taxes and Costs (Full)  Spousal Limited Access Trust (SLAT) (Full) 
Depletion of an Estate by Taxes and Costs (Summary)  Spousal Limited Access Trust (SLAT) (Summary) 
Depletion of an Estate by Taxes and Costs (Flowchart)  Spousal Limited Access Trust (SLAT) (Flowchart) 
Estate Tax Planning  Marital Deduction and QTIP Trust (Full) 
Net Worth  Marital Deduction and QTIP Trust (SLAT) (Summary) 
Estate Liquidity (Full)  Marital Deduction and QTIP Trust (SLAT) (Flowchart) 
Estate Liquidity (Summary)  Avoiding Probate with a Revocable Living Trust (Full) 
Ways to Minimize Transfer Taxes (Full)  Avoiding Probate with a Revocable Living Trust (Summary) 
Ways to Minimize Transfer Taxes (Summary)  Avoiding Probate with a Revocable Living Trust (Flowchart) 
Credit Shelter Trust (Full)  Revocable Living Trust (One-pager) 
Credit Shelter Trust (Summary)  Credit Shelter Trust (Flowchart)  Credit Shelter Trust (One-pager)  CST-Owned Life Insurance (One-pager) 
ESTATE REDUCTION AND FREEZING
Gift Tax Annual Exclusion (Full)  Special Needs Trusts (Full) 
Gift Tax Annual Exclusion (Summary)  Special Needs Trusts (Summary) 
Gift Tax Annual Exclusion (Flowchart)  Special Needs Trusts (Flowchart) 
Gift Tax Annual Exclusion (One-pager)  Private Annuity (Full) 
Irrevocable Life Insurance Trust (Full)  Private Annuity (Summary) 
Irrevocable Life Insurance Trust (Summary)  Private Annuity (Flowchart) 
Irrevocable Life Insurance Trust (Flowchart)  Private Annuity (One-pager) 
Irrevocable Life Insurance Trust (One-pager)  Dynasty Trust (Full) 
Crummey Power (Full)  Dynasty Trust (Summary) 
Crummey Power (Summary)  Dynasty Trust (One-pager) 
Crummey Power (One-pager)  Family Ltd. Partnership and Family Ltd. Liability Co. (One-pager) 
Grantor Retained Annuity Trust (One-pager)  Qualified Personal Residence Trust (One-pager) 

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