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PRIVATE WEALTH MANAGEMENT
Wealth Planning Handbook

	2503(c) Qualified Minor's Trusts
	Annual Exclusion Gifts
	Charitable Lead Trusts
	Charitable Remainder Trusts
	Credit Shelter or By-Pass Trusts
	Deductibility Limitations On Charitable Gifts
	Employer Retirement Plans
	Employer Stock Options
	Family Investment Partnerships
	Family Limited Partnerships
	Generation-Skipping Transfers
	Gifts of Tuition and Medical Expenses
	Gifts Requiring Payment of Gift Tax
	Grantor Retained Annuity Trusts (GRATs) and Grantor Retained Unitrusts (GRUTs)
	Individual Retirement Accounts
	Installment Sale of Property to an Intentionally Defective Grantor Trust
	Irrevocable Life Insurance Trusts (ILITs)
	Lifetime Gifts Using Applicable Credit
	Liquidity Planning
	Lump Sum Distributions from Qualified Retirement Plans
	Marital Deduction and QTIP Trust
	Private Foundations
	Qualified Personal Residence Trusts
	Required Minimum Distributions from IRAs
	Retirement Plan Distributions of Appreciated Employer Securities
	Revocable Trusts
	Roth IRAs
	Saving for a Child's College Education
	Section 529 Educational Savings Plans: A Better Vehicle for Educational Planning?
	Substantially Equal Periodic Payments from Retirement Plans
	Summary of Effective Estate Planning Techniques
	The Benefits of a Trust--From the Beneficiary's Perspective
	Transfer Tax Overview
	Use of a Charitable Remainder Trust to Diversify Concentrated Positions of Highly Appreciated Securities
	Uses of Trusts

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