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Basic Estate Planning Determine if Your Estate Plan is in Order By: Roccy DeFrancesco, JD, CWPP, CAPP, MMB Founder: The Wealth Preservation Institute Co-Founder: The Asset Protection Society

The 5 Basic Estate Planning Tools ,[object Object],[object Object],[object Object],[object Object],[object Object]

Estate Planning Survey* ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Being young is not excuse to procrastinate ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Wills ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Durable Powers of Attorney (DPA) ,[object Object],[object Object]

Types of DPAs ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

A&B, Marital, or Living Trusts ,[object Object],[object Object],[object Object],[object Object],[object Object]

Benefits of revocable Trusts ,[object Object],[object Object],[object Object],[object Object],[object Object]

Continued ,[object Object],Exemptions and Maximum Tax Rates Year Estate Tax Exemption Highest Rate 2008 $2 million 45% 2009 $3.5 million 45% 2010 N/A (taxes eliminated) 0% 2011 $1 million 55%

Example part 1 ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Example part 2 ,[object Object],[object Object],[object Object],[object Object],[object Object]

Irrevocable Life Insurance Trusts (ILIT) ,[object Object],[object Object],[object Object],[object Object],[object Object]

Continued ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Tax Free Benefits ,[object Object],[object Object],[object Object],[object Object]

Practical use of an ILIT ,[object Object],[object Object],[object Object],[object Object],[object Object]

Dynasty Trusts ,[object Object],[object Object],[object Object],[object Object],[object Object]

Family Limited Partnerships (FLPs) ,[object Object],[object Object],[object Object],[object Object]

FLP Overview ,[object Object],[object Object],[object Object],[object Object]

FLP Partnership Categories ,[object Object],[object Object],[object Object],[object Object],[object Object]

Typical FLP Planning ,[object Object],[object Object],[object Object],[object Object],[object Object]

Typical FLP Gifting ,[object Object],[object Object],[object Object],[object Object]

Example ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Keeping it in the family ,[object Object],[object Object],[object Object],[object Object]

Summary on Basic Estate Planning ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

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