Trust & Wealth Planning Updates
Current Opportunities
- 2.8.2012: Putting Your Trust in a Trustee (PDF)
Why Atlantic Trust as Trustee?
Details the value that an experienced and knowledgeable trustee brings to the goal of family wealth planning - 1.6.2012: Loving Union, Legal Contract (PDF)
Tying the Knot
Outlines what you and your children need to know about protecting wealth with prenuptial and postnuptial agreements - 11.11.2011: Deficit Reduction "Super Committee" and Tax Implications (PDF)
Discusses the latest rumors surrounding the Joint Select Committee on Deficit Reduction and the possible reversal of the estate and gift tax rates and exemptions in place in 2009 - 8.4.2011: 2010 Tax Law Changes (PDF)
Reviews estate, gift and generation skipping transfer (GST) tax opportunities available through the end of 2012 - Advanced Planning Alternatives (PDF)
Planning Matrix
Presents a matrix showing controls, taxes and risks for outright gifts, grantor retained annuity trusts, sale to defective trusts, and LLCs - Annual Exclusion Gifts
First Line of Offense
Charts how giving while living can dramatically reduce the size of a taxable estate - Basic Estate and Gift Planning
The Most Important First Step
Summarizes the basic provisions of estate and gift taxation, including ways to optimize available credits and exclusions - Estate Plan Checkup for the New Year
A New Year's Resolution
Recommends 10 essential tax-saving opportunities for annual estate planning - Estate Planning with Retirement Assets
An Often Overlooked Planning Opportunity
Uses a Q&A format to address crucial planning issues for retirement assets - Funding Education for Generations
It's Never Too Early to Start
Considers education strategies that minimize income taxes, gift taxes and generation-skipping transfer taxes - Gifting to Grandchildren
A Grandparent's Lasting Legacy
Shows how grandparents can help their children by providing benefits to grandchildren in difficult economic times - Give Your Estate Plan a Boost
Grantor Trusts
Explores the income and estate tax benefits of employing grantor trusts in estate planning - A Trustee's Delicate Balance
Family Legacy Planning in Difficult Times
Discusses the trustee's role in managing the potentially adverse interest of beneficiaries, including a Q&A on laws addressing trustee duties - Choosing a Trustee
Making the Right Choices for Your Family
Includes options, key factors and checks and balances for selecting a trustee - Choosing a Trust Situs (PDF)
To Meet Client Objectives
Compares the trust administration features of three states with favorable trust laws that provide income tax, estate tax and asset protection benefits - Ideal Time to Take Stock of Old Trusts
Fixing old Problems and Preventing New Ones
Encourages conducting a review of trusts created in the past, considering how their provisions fit current goals and dealing with trouble spots that arise - Outright Gifts to Grantor Trusts
Strategies for Family Wealth
Illustrates the workings and benefits of gifts to grantor trusts - Qualified Personal Residence Trust (PDF)
Preserving Family Homes
Informs how the principle of split interests in property and time value of use of the property can be employed to transfer family residences to children at a discount - Moving to Florida (PDF)
The Sunny Side of Savings
Provides guidance for changing domicile to Florida to take advantage of favorable tax laws - To Roth or Not to Roth
Your Retirement Account
Presents our experts provide guidance on when these accounts offering tax-free withdrawals may be a good fit for investors
Tax & Estate Planning
Trusts
Retirement
Family & Legacy
- You, Your Wealth and Your Most Important Partner (PDF)
Making the Right Choice for Wealth Management
Presents a resource, written as objectively as possible, for reference and consideration during your search for a wealth manager - Legacy Planning: It's Not All About the Money (PDF)
What Does Family Wealth Really Mean?
Provides strategies to help families define, reflect on and express their legacy for future generations - The Most Meaningful Legacy (PDF)
Creating an Ethical Will
Discusses the importance of crafting an ethical will is an essential piece in today's multigenerational wealth planning - A Family Affair: Strengthening the Ties that Bind (PDF)
Family Legacy Planning in Difficult Times
Discusses how clients can learn more about themselves and their families during times of economic and financial uncertainty - Donor Advised Funds (PDF)
Making Charitable Giving Easy
Discusses advantages and disadvantages of family advised accounts set up within public community charities - Family Limited Partnerships (PDF)
Managing Family Wealth
Details issues to consider in creating these family entities, which can hold business, personal or investment assets - Family Office (PDF)
Making Your Life Easier
Explains the benefits and functions of forming a private company to manage investments and trusts for a single family - Section 529 Plans
An Education Funding Option
Details the statutory provisions of vehicles that allow families to exclude college funding from income, and describes four plan options - Preserving Family Wealth
Asset Protection Strategies
Describes asset-protection considerations and action items to preserve a family legacy
Philanthropy
- Charitable Giving Alternatives (PDF)
Planning Matrix
Presents a matrix showing features, terms, costs, tax benefits and more for key charitable options - Lifetime Charitable Gifts (PDF)
Choosing the Assets to Donate
Considers the pros and cons of donating assets ranging from art to real estate
Foundation Source Resources
Foundation Source, a leading provider of support service for private foundations, is an Atlantic Trust strategic partner.
- Advanced Tax Strategies for Private Foundations (PDF)
Summarizes seven strategies foundations can use to mazimize deductions and preserve their portfolios - What's Best for My Family? (PDF)
Your Philanthropy, on Your Terms
Compares private foundations and donor-advised funds. - Privately Held Stock in Private Foundations (PDF)
Special Considerations
Details key points to bear in mind when a foundation's portfolio includes privately held stock - 7 Year-End Tax Pitfalls to Avoid (PDF)
Foundation Planning
Outlines practical advice on how to avoid common funding pitfalls in 2011 - Engaging the Family in Your Philanthropy (PDF)
Creative Strategies and Practical Approaches
Discussion of how to extend your philanthropic legacy to future generations - Hallmarks of a Well-run Foundation (PDF)
A Guide for Foundation Leaders
Provides a simple guide to setting up a well-run foundation - Strategic Philanthropy (PDF)
Five Approached for Making a Difference
Reviews five common paths taken by foundations in their quest to make a difference - Taking Your Foundation to the Next Level (PDF)
Five Keys to Success
Creates a framework for exceeding your philanthropic goals and recharging family relationships
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