Tax-Related Estate Planning

by Layne T. Rushforth

Tax-Related Planning Memos These memos cover a number of topics related to saving federal transfer taxes.
Short Title	Description
Introduction to Transfer-Tax Planning	Overview of federal transfer taxes including the gift tax, the generation-skipping transfer tax, and the estate tax, as well as applicable exclusions and deductions.
Estate-Reduction Techniques	Pros and Cons of trying to hide asset ownership from public records.
Uses of Life Insurance	Using life insurance to create, augment, and preserve an estate.
Irrevocable Trusts	Using irrevocable trusts to reduce transfer taxes.
Charitable Remainder Trusts	Gifts and bequests to qualified charities and trusts for charities.
Estate-Freezing Techniques	Techniques to “freeze” the value of one’s estate by shifting growth and appreciation.

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- familiar with the details of your situation.
Because this site is general and cannot address all excepts and unique situation and because some of the information may not be complete or up-to-date, you cannot rely on the information on this site in making estate- or tax-planning decisions. More to the point, you should never rely on general estate planning information. The problems with a poorly designed estate plan--which may include a will or trust that is legal but inadequate--will not usually surface until it is too late to correct. Acting on general information can be penny wise and pound foolish.
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Tax-Related Estate Planning

by Layne T. Rushforth

Tax-Related Planning Memos

These memos cover a number of topics related to saving federal transfer taxes.