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Click to see samples of six planning tools:

Charitable Remainder Trust
Comprehensive Plan
Employee Stock Ownership Program
Grantor Deemed Owner Trust
Qualified Plan Strategy
Super CLAT

Qualified Plan Strategy



1
Pays income to Thomas for life. Thomas takes extra distributions to cover gifts to trusts for children.
2
Thomas makes gifts of after-tax income to trust to accumulate funds outside of estate. Gifts fund a $2 million insurance policy.
3
IRA pays income to Virginia for life.
4
After the second death, trust corpus including death benefits, pass to children.
5
Children have excess benefits from trust after taxes and expenses.
6
Future distributions from IRA passes to children for remainder of their lives.

Legacy Resources, LLC is an Illinois Registered Investment Advisor