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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 Trust

Basic Use of the Charitable Remainder Trust

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Combination of Charitable Remainder Unitrust and a Wealth Replacement Trust

Combination of Charitable Remainder Unitrust and a Wealth Replacement Trust

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Credit Shelter Trust

Credit Shelter Trust

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Dynasty Trust

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Example - Charitable Lead Annuity Trust

Example - Charitable Lead Annuity Trust

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Example - Charitable Remainder Annuity Trust

Example - Charitable Remainder Annuity Trust

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Example - Pooled Income Fund

Example - Pooled Income Fund

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Example - What the Grantor Charitable Lead Trust Can Accomplish

Example - 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 Chart

Plan C1 - Charitable Gift Chart

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Plan C2 - Charitable Remainder Trust

Plan C2 - Charitable Remainder Trust

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Plan C3 - Charitable Remainder Trust with Life Insurance Replacement Trust

Plan C3 - Charitable Remainder Trust with Life Insurance Replacement Trust

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Plan C4 - Charitable Lead Trust

Plan C4 - Charitable Lead Trust

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Primary Use and Structure of the Irrevocable Life Insurance Trust and Dynasty Trust

Primary Use and Structure of the Irrevocable Life Insurance Trust and Dynasty Trust

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Trust Distribution

Trust Distribution

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Types of Irrevocable Trusts

Types of Irrevocable Trusts

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Use of the Dynasty Trust

Use of the Dynasty Trust

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Will or Trust

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