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Technical

Useful Estate & Trust Decision Charts

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Steven Oshins, Esq., | Free | AICPA | AICPA.org

Process, taxation & strategies
Intermediate
Tool

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Use these charts to help your clients plan where to set up dynasty and/or asset protection trusts and coordinate with their attorneys.

Topics covered:

Personal financial planning: Technical: Estate planning: Process, taxation & strategies, Intermediate
Personal financial planning: Technical: Estate planning: Process, taxation & strategies, Advanced
Personal financial planning: Technical: Estate planning: Trusts, Intermediate
Personal financial planning: Technical: Estate planning: Trusts, Advanced

Technical

Useful Estate & Trust Decision Charts

Comments/Reflections

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