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Trust Templates
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Trust Templates
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Charitable Lead Trust (CLT)
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Charitable Remainder Trust (CRT)
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Basic Use of the Charitable Remainder Trust
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Combination of Charitable Remainder Unitrust and a Wealth Replacement Trust
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Credit Shelter Trust
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Dynasty Trust
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Example - Charitable Lead Annuity Trust
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Example - Charitable Remainder Annuity Trust
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Example - Pooled Income Fund
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Example - What the Grantor Charitable Lead Trust Can Accomplish
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Irrevocable Life Insurance Trust (ILIT)
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Plan C1 - Charitable Gift Chart
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Plan C2 - Charitable Remainder Trust
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Plan C3 - Charitable Remainder Trust with Life Insurance Replacement Trust
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Plan C4 - Charitable Lead Trust
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Primary Use and Structure of the Irrevocable Life Insurance Trust and Dynasty Trust
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Trust Distribution
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Types of Irrevocable Trusts
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Use of the Dynasty Trust
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Will or Trust
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