Home Page | Back to Grantor Trusts


As you can see from the list on the right, we currently offer 16 different Grantor Trust - Estate Planning Portfolios as our current product list. We also provide certain Subtrust Add-ons, which can be viewed in the latter slides.

This presentation allows you to read an overview of each product and to track them with respective flow diagrams. More detailed information about trusts and other related information is available on our Estate Planning console under Public Information.

 
Revocable Living Trusts (RLT)
        Individual Grantor – RLT Estate Planning Portfolio
        01) Single Person Basic Trust - no tax planning provisions
        02) Married Person QTIP Trust - with credit shelter provisions
        03) Married Person GST Trust - with credit shelter & QTIP provisions
        Joint (married) Grantors – RLT Estate Planning Portfolio
        04) Marital Universal Trust - with credit shelter & QTIP provisions
        05) Marital QDOT Trust - with non -citizen-spouse-trustee provisions
        06) Marital GST Trust - with credit shelter & reverse QTIP provisions

Irrevocable Life Insurance Trusts (ILIT)
        Individual Grantor – ILIT Estate Planning Portfolio
        07) Single/Married Person Trust - one-life policy, simple distribution
        08) Married Person Income Trust - one-life policy, spousal income
        09) Married Person GST Trust - one-life policy, spousal income
        Joint (married) Grantors – ILIT Estate Planning Portfolio
        10) Marital Basic Trust - last-to-die policy, simple distribution
        11) Marital Complex Trust - last-to-die policy, discretionary distribution
        12) Marital GST Trust - last-to-die policy, exempt/non-exempt trusts

  Charitable Remainder Trusts (CRT)
        Individual Grantor – CRT Estate Planning Portfolio
        13) Single/Married Person Basic Trust - one-life payout / no term
        14) Single/Married Person Complex Trust - one-life and/or term payout
        Joint (married) Grantors – CRT Estate Planning Portfolio
        15) Marital Basic Trust - two-life(s) payout / no term
        16) Marital Complex Trust - two-life(s) and/or term payout

<< Previous Page   1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15
16 | 17 | 18 | 19 | 20 | 21 | 22 | 23 | 24 | 25 | 26 | 27 | 28 | 29 | 30 | 31 | 32 | 33  Next Page >>