Case Examples
Nine families, nine strategies
Every situation is different. These case examples show how choosing the right trust and strategy can improve a family's financial picture, often while helping a favorite charity.
Case #1Bargain Sale of a HomeSelling a $1.5 million home to a favorite charity for $1 millionRead the case →Case #2Education Trust for Seven GrandchildrenFunding college for seven grandchildren with appreciated stockRead the case →Case #3Company Exit StrategyRetiring from a $5 million family businessRead the case →Case #4Capital CampaignGiving $400,000 of land to his university without shortchanging his heirsRead the case →Case #5Increasing-Payout Grantor Lead TrustA large deduction in a high-income year, without giving the asset awayRead the case →Case #6IRA to a Multi-Life UnitrustTreating three children equally when one struggles with moneyRead the case →Case #7IRA TrustDefusing an $800,000 "tax time bomb" IRARead the case →Case #8Tandem TrustPassing a $4 million estate with zero estate taxRead the case →Case #9Sale of a BusinessTurning a disappointing offer into lifetime incomeRead the case →
Case examples are hypothetical illustrations based on past planning situations. Figures are for illustration only, results vary, and tax laws change. Consult your own tax, legal and financial professionals.
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