Estate Planning Possibilities (2) | Carolina Estate Counsel | Raleigh NC Elder Law Firm

Ever wonder if you may have missed some planning opportunity in your Estate Plan?

What about some of these:

  • Grantor Retained Annuity Trust
  • Annual Exclusion Trusts
  • Defective Trust Planning
  • Dynasty Trusts
  • Generation Skipping Transfer
  • Qualified Personal Residence Trust
  • Tax Free Exchange of Low Basis Stock
  • Stand Alone IRA Trust

If you have any questions about these or other Estate Planning techniques, please write us for additional information.


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