“Bracket Management” White Paper

“Substantial Sale Charitable Remainder Trust (CRT)” White Paper

IRA Beneficiary Trust: Acknowledgement to Contact IRA Custodian

“Trusts as S Corporation Shareholders” White Paper

“Capital Gain Harvesting” White Paper

Step-By-Step Guide to The Client Referral Process

IRA Beneficiary Trust: Disclosure Form

IRA Beneficiary Trust: Client Intake Form for Drafting Plan

IRA Beneficiary Trust: Owner’s Manual Inserts & Coverpages

Sample Beneficiary Designation Forms & IRA Custodian Hold Harmless Language

IRA Beneficiary Trust: Renunciation of Trust Protector Power to Convert Conduit Trust Shares to Accumulation Trust Shares Form

Trust Protector Exercise of Power to Limit Potential Beneficiaries

“How to Handle the Questions & Answers Session at the End of a Living Trust Seminar” White Paper

Understanding the Net Investment Income Tax Handout

Surtax Checklist for Individuals

Net Investment Income Tax (“NIIT”) Calculator