Articles / Study Papers

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The Basics of Revocable Living Trusts
Regardless of the estate size, a Revocable Living Trust (RLT) addresses virtually every basic estate planning need in providing the privacy, convenience, practicality, safety and control that every…
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Funding The eStatePlan™ Trust

This material describes how to fund your Dynamic Trust with The eStatePlanTM Funding Kit utilizing the Quick Funding MethodTM (QFM) with (i) digital Asset Ledgers, (ii) electronic signature…

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Other Methods of Probate Avoidance

Regardless of the estate size, a Revocable Living Trust (RLT) addresses virtually every basic estate planning need in providing the privacy, convenience, practicality, safety, aggregation, and con…

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The eStatePlan™ w/Nevada Trustee

1) Advantages with Using a Corporate Trustee – 

Significant opportunities are available for…

5

The eStatePlan™ SuperCharged IRA

An online estate planning service platform providing powerful and unique auto-processing applications at fingertip control of the client through secure 24/7 login access has arrived. Welcome to…
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The eStatePlan™ Charitable Trust
America has long been recognized as the most charitably-inclined society in the world. Certain foreign charities have publicly stated that they receive more donations from America than all of the…
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The eStatePlan™ Settlement Primer

Trust creators often chose a family relative as the successor trustee of their living trusts to perform the general activities of the inevitable estate settlement pro…
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Nevada Electronic Signature Law
NRS 133.085 Electronic will.

  1. An electronic will is a will of a testator that:
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Nevada Wealth Preservation Trust
1. Spendthrift Trust History. Common spendthrift trust law has been around since almost the beginning of the uses of trusts centuries ago. The term “spendthrift”, as associated with a trust…
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Nevada Pro-Grantor Trust Law
Prior to the advent of the Internet, shopping for products and services was generally limited to that which was offered by local vendors. But the spectacular growth and revolutionary impact of cybers…
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Comparing Directed/Delegated Trusts

Pro-grantor trust states, such as Nevada, have clearly defined and codified certain strategic “offices” that can be occupied within a trust arrangement by a person or entity. The Trust …

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Inherited IRA Trusts w/SECURE Act
Taxpayers who have funded Individual Retirement Accounts (IRAs) (and to a certain degree, other qualified retirement accounts) were earlier able to install remarkable estate planning strategies when…
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The Universal Guardian Trust
Parents are essentially acting as guardians for their own dependent children and need to appoint future guardians to take their place if something should happen causing the replacement of the parent…

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Medicaid Qualifying Trusts
The subject of this material deals with an area of concern among a growing sector in our society. The question concerns how aging Americans may qualify for benefits under the Medicaid program in the…
15
Power of Attorney Over Assets

A court-appointed “conservatorship” will be required for any asset owner who becomes legally incapacitated having neither a (Financial) Durable Power of Attorney Over Assets (DPAOA) …

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The Advanced Medical Directive
In the beginning, our platform estate planning document set did not include documents relating to health care. The logic was that health care directives have nothing to do with estate planning, as …
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Conflicts of Interest for Practitioners
You want to set up an estate plan for your family because you care enough to take action now. And, of course, you want to do it right. Estate planning is a very important matter that deserves …

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Fundamentals of Estate Planning
My personal story with estate planning began in the early 80s. After completing the basic training modules and licensing activities that enabled me to enter the …

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Fundamentals of the Transfer Tax

Moderating the Complexity

Without question, the subject of federal (and state) transfer tax can be …

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Fundamentals of Asset Protection
The logic of implementing asset protection strategies and proper estate planning designs go hand-in-hand for many asset owners. Those who are thoughtful enough to invest the time and expense …