“Trusts Named As IRA Beneficiaries” White Paper

“Portability” White Paper

“S-Election to Save Employment Taxes” White Paper

“Trust Decanting” White Paper

“Spousal Limited Access Trusts (SLAT)” White Paper

The Ladder of Success: An Asset Protection Planning Primer (2012) – Jeffrey Matsen

(Available for purchase through Amazon)
Read more »

The ABA Consumer Guide to Asset Protection – By Jeffrey Matsen

(Available for purchase through the American Bar Association) Read more »

“Domestic Asset Protection Trust (DAPT)” White Paper

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

The IRA Beneficiary Trust Bundle Package (Without Legal Document Forms)

The Ultimate IRA Beneficiary Trust Bundle Package

“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