Advanced Estate Planning Tools and Techniques

Advanced estate planning techniques are used to reduce the amount of gift tax, generation-skipping tax, and estate tax that could be imposed on the transfer of your assets.

Roulet Law offers a variety of advanced estate planning techniques, including Grantor Retained Annuity Trusts (GRATs), Grantor Retained Unitrusts, (GRUTs), Charitable Remainder Annuity Trusts (CRATs), Charitable Remainder Unitrusts (CRUTs), Charitable Remainder Lead Trusts, IRA beneficiary trusts, dynasty trusts, and irrevocable life insurance trusts (ILITs).