“Intentionally Defective Grantor Trust (IDGT) Sale” White Paper

“Dynasty Trust” White Paper

“Grantor Retained Annuity Trust (GRAT)” White Paper

“Intra-Family Loans” White Paper

“Choice of Filing Status to Avoid the NIIT” White Paper

“Grouping Business Activities to Create Material Participation and Avoid the NIIT” White Paper

“Inter Vivos Charitable Lead Annuity Trust (CLAT)” White Paper

“Captive Insurance Companies” White Paper

“Nevada Incomplete Gift, Non-Grantor (NING) Trusts” White Paper

“Tax-Aware Investing” White Paper

“Family Limited Partnership (FLP)” White Paper

“Income Shifting Charitable Remainder Trust” White Paper

“Borrowing From Permanent Life Insurance Policies” White Paper

“Nonqualified Tax Deferred Annuities” White Paper

“Oil and Gas Investments” White Paper

“Roth IRA Conversions” White Paper

“Retirement Charitable Remainder Trust (CRT)” White Paper

“Bracket Management” White Paper

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

“Trusts as S Corporation Shareholders” White Paper