HomeSite MapContacts


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

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

Legacy Resources, LLC is an Illinois Registered Investment Advisor