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    • Trust Templates

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    Charitable Lead Trust (CLT)Charitable Lead Trust (CLT)
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    Charitable Remainder Trust (CRT)Charitable Remainder Trust (CRT)
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    Basic Use of the Charitable Remainder TrustBasic Use of the Charitable Remainder Trust
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    Combination of Charitable Remainder Unitrust and a Wealth Replacement TrustCombination of Charitable Remainder Unitrust and a Wealth Replacement Trust
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    Credit Shelter TrustCredit Shelter Trust
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    Dynasty TrustDynasty Trust
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    Example - Charitable Lead Annuity TrustExample - Charitable Lead Annuity Trust
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    Example - Charitable Remainder Annuity TrustExample - Charitable Remainder Annuity Trust
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    Example - Pooled Income FundExample - Pooled Income Fund
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    Example - What the Grantor Charitable Lead Trust Can AccomplishExample - What the Grantor Charitable Lead Trust Can Accomplish
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    Irrevocable Life Insurance Trust (ILIT)Irrevocable Life Insurance Trust (ILIT)
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    Plan C1 - Charitable Gift ChartPlan C1 - Charitable Gift Chart
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    Plan C2 - Charitable Remainder TrustPlan C2 - Charitable Remainder Trust
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    Plan C3 - Charitable Remainder Trust with Life Insurance Replacement TrustPlan C3 - Charitable Remainder Trust with Life Insurance Replacement Trust
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    Plan C4 - Charitable Lead TrustPlan C4 - Charitable Lead Trust
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    Primary Use and Structure of the Irrevocable Life Insurance Trust and Dynasty TrustPrimary Use and Structure of the Irrevocable Life Insurance Trust and Dynasty Trust
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    Trust DistributionTrust Distribution
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    Types of Irrevocable TrustsTypes of Irrevocable Trusts
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    Use of the Dynasty TrustUse of the Dynasty Trust
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    Will or TrustWill or Trust
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