Handout Library

WORK INCENTIVE TRUSTS CREATE USEFUL, PRODUCTIVE CITIZENS [ click here ]

HOW TO USE BY-PASS TRUSTS TO SAVE ONE MILLION DOLLARS OF ESTATE TAX [ click here ]

DO YOU REALLY WANT YOUR ENTIRE BEQUEST? PLANNING WITH QUALIFIED DISCLAIMERS
[ click here ]

DON’T MAKE THE IRS A BENEFICIARY OF YOUR LIFE INSURANCE... HOW TO USE IRREVOCABLE LIFE INSURANCE TRUSTS
[ click here ]

SPECIAL NEEDS TRUSTS: PLANNING FOR CHILDREN WITH DISABILITIES
[ click here ]

COMING SOON [ more client handouts ]
- An Almost Free Lunch - An Overview of Charitable Remainder Trusts
- Now You See It, Now You Don't  --  Valuation Discounts and QPRTs

Did You Know?

"Simple" wills and joint ownership can increase a family's estate tax by more than $1 million.

Combined Federal and Connecticut death taxes can eat up 61% of your assets.

Without proper estate planning, up to 61% of the proceeds of your life insurance could go to the Internal Revenue Service and to the Connecticut Tax Commissioner, rather than to your beneficiaries.

Assets left to your spouse may be subject to claims of a second husband or wife.

A properly structured gift program can save substantial taxes.

Without a "succession plan," a family business may fail if the owner dies or becomes disabled.

 

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This web site is designed to provide information in regard to the subject matter covered. It is made available with the understanding that the Law Offices of Jeffrey L. Crown is not engaged in rendering legal advice via this web site. If legal advice or other expert assistance is required, the service of a competent professional should be sought.

THE LAW OFFICE OF JEFFREY L. CROWN
21 New Britain Avenue, Suite 208
Rocky Hill, Connecticut 06067

P: (860) 257-4330
F: (860) 257-4388