This document is an outline of estate planning strategies, authored by Diana S.C. Zeydel, with contributions from various colleagues. It covers topics such as installment sales to grantor trusts, 99-year GRATs, leveraged GRATs, supercharged credit shelter trusts, split purchase trusts, testamentary CLATs, and protecting FLPs from estate tax inclusion. The document discusses tax principles, legal considerations, and strategic planning ideas for estate management.
documents/EFTA01097356.pdf
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