Advanced Estate Planning Test

Take the following test to determine whether your estate plan includes the most current estate planning technology and practices.

1. Have your Wills been updated within the past 5 years?
(Yes = 5 points)

Enter Score:

2. Does your Living Trust contain Dynasty Trust Provisions?
(Yes = 10 points)

Enter Score:

3. Does your Will or Living Trust have a Credit Shelter Trust provision?
(Yes = 15 points)

Enter Score:

4. Have you made lifetime gifts which have used all or any portion of your available unified credit?
(Yes = 20 points)

Enter Score:

5. Have you formed 1 or more family limited partnership(s) to which you have transferred all or a portion of your estate?
(Yes = 30 points)

Enter Score:

6. Do you have an irrevocable trust owning your life insurance policies which uses Nevada as its situs?
(Yes = 30 points)

Enter Score:

7. Do you hold title to your home and vacation home in a QPRT?
(Yes = 20 points)

Enter Score:

8. Have you established a tax defective grantor trust to freeze your estate?
(Yes = 20 points)

Enter Score:

9. Have you bought life insurance to save your IRA from liquidation and/or to pay your estate taxes?
(Yes = 20 points)

Enter Score:
Tally up your points in the, “Total Score” field, fill in your contact details and click the submit button.