Direct holdings, Trusts, Business entities, & Life insurance
Manage the holdings of a family's Estate in these sections.
Articles
- Add life insurance (existing policies including ILIT)
- Apply valuation discounts to entities
- Add holdings to trusts, businesses, and holding groups
- Create trusts, businesses, and holding groups
- Adding a charitable entity (DAF, private foundation, etc)
- Add liabilities
- Subtrusts & testamentary entities
- Existing GRATs