Gerald Lee Tahajian, Attorney at Law Wills, Trusts, Taxation & Probate   
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Overview

Financial Powers of Attorney

Advance Health Care Directives

Statutory Probate Fees

Taxation

Strategies to Consider
Federal Estate Tax Table (est.)
Using A-B Trusts; Two Scenarios

Estate Planning Traps

Do I Need a Living Trust?

How to Get Started
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Strategies to Consider


Estates of Married Couples With a Net Worth Over $1,250,000
  1. Gifting programs
  2. Life insurance trusts
  3. Family limited partnerships
  4. sales to a "defective" trust
  5. Private annuities and self-cancelling notes
  6. Sales of a remainder interest
  7. Charitable trusts
  8. Planning for the $2,600,000 family business exclusion
  9. Generation skipping trusts/dynasty trusts to eliminate transfer taxes on future generations
  10. Foreign trusts

 

 
Sensible, Affordable, Practical