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Introduction of Family Limited Partnership     主講人: 賴清陽

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     Introduction of Family Limited Partnership

    ESTATE PLANNING STRATEGIES

     

     

    1.     WILL WITH A/B TRUST, DESCENDANT’S TRUST AND CONTINGENT TRUST.

    ·       Purposes:

    (1)   Prevent intestacy (Without Will);

    (2)   Client can decide how and how much of his assets are to be distributed;

    (3)   Reduce Probate Costs;

    (4)   Reduce Time For Administering the Estate;

    (5)   Prevent conflicts between family members;

    (6)   Reduce Estate Taxes (Utilizing $1.5M estate tax exemption by putting $1.5M into B Trust, and the rest of estates into A-Marital Trust)

    (7)   Prevent escheat to State of Texas;

    (8)   Age distribution on B Trust as Testamentary Trust;

    (9)   Set up Contingent Trust for the ward;

             (10)Set up Contingent Beneficiary;

    (11)Allow Co-Trustee;

    (12)Allow Charity beneficiaries or Family heirship;

    (13)No Contest clause;

    (14)Spend thrift clause.

     

    2.     LIFE INSURANCE TRUST (LIT)

    ·     Put all or most of life insurance policy into the Life Insurance Trust à Client may save certain estate tax.(H’s LIT, W’s LIT & Last to Die LIT)

     

    3.     OTHER LEGAL INSTRUMENTS

    ·       Durable Power of Attorney

    ·       Health Power of Attorney

                        (Combo of Health Directive and Living Will)

    ·       Declaration of Guardian

     

    4.     FAMILY LIMITED PARTNERSHIP

    ·           Under Family Limited Partnership, Client can transfer her assets to her children or beneficiaries gradually. à May save estate tax.

     

    5.     TITLE CLARIFIACTION

    ·       To help divide their assets lawfully.

     

    FLP 10 Reasons/ Advantages as follows:

     

     

    1.     Control, Control, Control

    2.     Continuity of Management

    3.     Separate Property Maintenance/Pre-martial Planning

    4.     Asset Protection-Inside & Outside of FLP

    5.     Consolidation of Assets

    6.     Valuation Discount

    7.     State Texas/Income Tax Flexibility

    8.     Family Training in Management and Growth of Assets

    9.     Accumulation of Wealth

    10. Limitation of Payroll Taxes

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