A Trust Based Plan that Covers Everything!
Use a UGT to appoint a future guardian to carry out parental wishes and protect your dependent's SDI payments from revocation!!
Use a CRT to leave assets to a charity of choice, while taking advantage of favorable tax benefits.
Protection for assets from a ‘spend down’ to qualify for Medicaid payments for a long stay at a nursing home
Your clients will occasionally need more than RLTs to meet their estate planning needs. That's why we offer certain Add-on formats/subtrusts. Learn more about advanced planning opportunities below.
My LifeCard Plan® placements are made available through Integrated Trust Systems' service platform: www.MyLifeCardPlan.com
The following information is intended for educational use only and not to replace or supplement any tax or legal advice. Personal tax and/or legal counsel should accompany the implementation of any planning methods described on this website.