Hypothetical scenarios
Model hypothetical changes to an estate plan distribution, and wealth transfer strategies
Articles
- Hypothetical dispositions
- Testamentary charitable trusts
- About Hypotheticals
- Model gifts & non-taxable transfers (incl. IDGTs, SLATs)
- Installment sale or intra-family loan (Incl. IDGTs, SLATs)
- Transfer of assets to an LLC
- Charitable trusts (CRT and CLT)
- Create a hypothetical waterfall
- Comparing Hypotheticals scenarios and waterfalls
- Grantor retained annuity trust (GRAT)
- Life insurance scenarios (existing or new policies, ILITs)