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“Every Client’s Dream: Eliminate Estate Taxes, Retain a Benefit in the Assets and Achieve Creditor Protection all at the Same Time”

QPRTs (Qualified Personal Residence Trusts), GRATs (Grantor Retained Annuity Trusts), SPITs (Spousal Income Trusts) and Rainy Day Trusts

I. Introduction: Why Now?

II. Understanding some basic legal concepts that affect all of these strategies.

III. QPRT (Qualified Personal Residence Trust)

IV. GRAT(a Grantor Retained Annuity Trust)

V. Creating a discretionary income trust for your spouse – the Spousal Income Trust