Mark N. Musial, Esq.

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Estate Planning Pyramid

Last Will and Testament

Unprobate Property

Revocable Trust

Estate Tax Savings Trusts

Gifts

Durable Power of Attorney

Living Wills

Domicile: Ohio or Florida

Estate Plan Diagrams

Document Time Lines

What is a Trust?

A/B Trust Flow Chart

Personal Residence Trust

Estate Income Tax Outline

Forms

Outlines

Administration Outline

Estate Plan Outline

The Secure Act of 2019

Questions & Answers

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We have often said that a picture is worth a thousand words.  As many of you know from meeting with us, that we tend to use a lot of outlines and diagrams to help explain our points.  We have included some of the most common diagrams and outlines that we use below for your use.  Just click on the outline name, and an Adobe Acrobat (PDF) version of the outline will open for you to view, print, or download.


 


Estate Planning Document Effective Time Line
A/B Trust (Estate Tax Savings Trust)
What is a Trust? A comparison with a corporation
Qualified Personal Residence Trust (QPRT)
Estate Administration Outline
Income Tax Flow Chart for Estate/Trust

 

 



© 2024  Mark N. Musial, Esq.

Counselor at Law