Training Materials
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Consumer Materials
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Consumer Material

Estate Strategies

B Trust Funding Brochure [PDF Document]
B Trust Funding Presentation [PDF Document]
Estate Planning Leaving a Legacy [PDF Document]
Estate Planning Strategies for Tomorrow Brochure [PDF Document]
Estate Traps for Resident Noncitizens Brochure [PDF Document]
Five Levels of Estate Planning Brochure [PDF Document]
Five Levels of Estate Planning for Unmarried Couples Brochure [PDF Document]
FLP As an Alternative to an ILIT Brochure [PDF Document]
Glossary of Estate Terms [PDF Document]
Grantor Retained Annuity Trust (GRAT) Presentation [PDF Document]
Important Facts About Wills and Estate Settlement Brochure [PDF Document]
Irrevocable Life Insurance Trust Presentation [PDF Document]
Key Strategies: A-B Trust [PDF Document]
Key Strategies: ILIT [PDF Document]
Qualified Personal Residence Trust (QPRT) Presentation [PDF Document]
Sale to an Intentionally Defective Grantor Trust Presentation [PDF Document]
Spousal Support Trust Presentation [PDF Document]
Survivorship Life Insurance Standby Trust Brochure [PDF Document]
Survivorship Support Trust Presentation [PDF Document]
Understanding the Uses of Trusts Brochure [PDF Document]
When Is Repeal Not Repeal Brochure [PDF Document]
Who Should Own My Life Insurance Brochure [PDF Document]

Charitable Giving Strategies

Charitable Gifts of Life Insurance Brochure [PDF Document]
Charitable Giving with Employer Stock Presentation [PDF Document]
Charitable Remainder Trusts Brochure [PDF Document]
Family Charitable Lead Trust Brochure [PDF Document]

Business Exit Strategies

Business Continuation for the Closely Held Business Brochure [PDF Document]
Business Continuation Using a Charitable Remainder Trust Presentation [PDF Document]
Business Continuation Using a Family Limited Partnership Presentation [PDF Document]
Business Continuation Using the S Corporation GRAT Presentation [PDF Document]
Business Strategies for the Closely Held Business Brochure [PDF Document]
Corporate Buy-Sell Arrangement Funded with Partnership-Owned Life Insurance Presentation [PDF Document]
Corporate Cross Purchase Buy-Sell Arrangement Presentation [PDF Document]
Cross Purchase Buy-Sell Arrangement for Owners of Partnerships & LLCs Presentation [PDF Document]
Employer-Owned Life Insurance Rules Have Changed [PDF Document]
Entity Purchase Buy-Sell Arrangement Presentation [PDF Document]
ESOP Brochure [PDF Document]
Helping to Protect the Future of Your Business Brochure [PDF Document]
Key Strategies: Cross Purchase Buy-Sell [PDF Document]
Key Strategies: Entity Purchase Buy-Sell [PDF Document]
Key Strategies: Unilateral Buy-Sell [PDF Document]
Key Strategies: Wait-and-See Buy-Sell [PDF Document]
No-Sell Buy-Sell Brochure [PDF Document]
Section 303 Stock Redemption Presentation [PDF Document]
Statistics Talk: The Importance of Small Business Succession Planning Brochure [PDF Document]
Stock Redemption Buy-Sell Presentation [PDF Document]
The Three Levels of Business Succession Planning Brochure [PDF Document]
Unilateral Buy-Sell Arrangement Presentation [PDF Document]
Valuation of a Closely Held Business [PDF Document]
Wait-and-See Buy-Sell Arrangement Presentation [PDF Document]