Trust Strategy Builder

Trust Strategy Builder lets controllers, accountants, and finance teams model and compare common trust structures used in estate and tax planning, from revocable and irrevocable trusts to grantor, GRAT, ILIT, and credit-shelter arrangements. It lays out each option's estate-tax, gift-tax, and income-tax treatment side by side so you can see how transfers affect the taxable estate, basis, and the lifetime exemption. The result is a clear comparison you can take into client conversations or hand to estate counsel for execution.

Choosing among trust structures for estate and tax planning is complex, and their differing estate, gift, and income-tax consequences are hard to compare apples to apples.

You enter assets, beneficiaries, and planning goals, then select trust types to compare; the tool models each structure's estate-tax, gift-tax, and income-tax implications and presents them in a side-by-side breakdown.

• ✓Comparing revocable vs. irrevocable trust options for a client's estate plan
• ✓Modeling how a GRAT or ILIT affects the taxable estate and lifetime exemption
• ✓Preparing a structured trust comparison to review with estate counsel before drafting

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