Legacy Trust Group

◆   Private Client Knowledge Center

Articles &
Study Papers.

Explore foundational concepts surrounding modern estate planning, trust structures, probate avoidance, wealth preservation, and multi-generational legacy strategy.

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20 Papers
01Trust Structures

The Basics of Revocable Living Trusts

Regardless of estate size, a Revocable Living Trust addresses virtually every foundational estate planning need while helping provide privacy, control, efficiency, and continuity.

14 Min ReadRead Paper →
02Trust Structures

Funding The eStatePlan™ Trust

A modern trust funding framework utilizing digital asset ledgers, electronic signatures, and streamlined implementation structures.

12 Min ReadRead Paper →
03Probate Avoidance

Secondary Modes of Probate Avoidance

Understanding the limitations and risks associated with POD, TOD, and survivorship structures outside a fully integrated trust strategy.

12 Min ReadRead Paper →
04Nevada Trust Law

The eStatePlan™ w/Nevada Trustee

Why Nevada trust law and corporate trustee structures continue to attract modern estate planning strategies.

18 Min ReadRead Paper →
05Tax Planning

The eStatePlan™ SuperCharged IRA

Advanced inherited IRA control structures and planning opportunities under modern trust administration.

14 Min ReadRead Paper →
06Tax Planning

The eStatePlan™ Charitable Trust

Customary and split-interest charitable giving — how Charitable Remainder Trusts (CRUTs and CRATs) convert appreciated assets into a lifetime income stream, defer capital gains, and direct the remainder to chosen causes through The eStatePlan™ digitized Nevada platform.

9 Min ReadRead Paper →
07Trust Structures

The eStatePlan™ Settlement Primer

A step-by-step roadmap for the layperson successor trustee — navigating the Client Console, the Funding Kit, asset retitlement, the Master Signatory Guarantor, federal and state tax filings, and the Nevada electronic-trust statutes that validate the entire workflow.

22 Min ReadRead Paper →
08Nevada Trust Law

Nevada Electronic Signature Law

Understanding Nevada's recognition of electronic wills, electronic trusts, and digitally executed estate planning instruments.

7 Min ReadRead Paper →
09Asset Protection

Nevada Wealth Preservation Trust

A deep look at the Nevada Wealth Preservation Trust (NWPT) — from spendthrift history and the 1997 self-settled revolution through Nevada's Chapter 166 fortress, no-exception creditor rules, and the Tier1/Tier2/Tier3 INGTPT design that lets families choose between maximum asset protection, spousal access, and grantor control.

24 Min ReadRead Paper →
10Nevada Trust Law

Nevada Pro-Grantor Trust Law

Why Nevada is consistently ranked among the most favorable pro-grantor trust jurisdictions in the United States — and a plain-language Q&A on establishing, funding, and administering a Nevada trust regardless of where the grantor resides.

11 Min ReadRead Paper →
11Trust Structures

Comparing Directed / Delegated Trusts

How pro-grantor states like Nevada codify the offices of Trust Protector and Trust Investment Advisor, and the practical differences in trustee liability, oversight, and control between a directed trust and a delegated trust.

9 Min ReadRead Paper →
12Tax Planning

Inherited IRA Trusts w/SECURE Act

How the SECURE Act of 2020 rewrote post-mortem IRA planning, why a properly drafted Designated Beneficiary Trust still matters for control and asset protection, and why Nevada-situs spendthrift law is the most defensible home for an Inherited IRA Trust after Clark v. Rameker.

22 Min ReadRead Paper →
13Estate Planning

The Universal Guardian Trust

A foundational vehicle for parents to fund, instruct, and protect the future guardians of their dependent children — including those with mild disabilities or qualifying special needs — paired with an online guide that gives the guardian a practical road map for daily care.

8 Min ReadRead Paper →
14Asset Protection

Medicaid Qualifying Trusts

How a properly drafted, income-only, non-reversionary Grantor Retained Income Trust can shield personal assets from a long-term-care spend-down while still allowing the grantor to enjoy lifetime income — and the COBRA, transfer-tax, and 60-month look-back rules that govern its design.

14 Min ReadRead Paper →
15Estate Planning

Power of Attorney Over Assets

Why a Durable Power of Attorney Over Assets is a useful — but inherently limited — incapacity tool, and how it should always be drafted to work in conjunction with a funded Revocable Living Trust.

9 Min ReadRead Paper →
16Estate Planning

The Advanced Medical Directive

How the living will evolved from a 1967 proposal into a binding instrument of estate planning — and how a properly executed, electronically recorded Advanced Medical Directive closes the gap between fragmented state law and the realities of emergency care.

10 Min ReadRead Paper →
17Estate Planning

Conflicts of Interest for Practitioners

An estate-planning attorney's candid look at the structural conflicts, training gaps, and economic incentives that quietly compromise the quality of legal estate planning for most American families.

8 Min ReadRead Paper →
18Estate Planning

Fundamentals of Estate Planning

Four decades of practitioner perspective on probate, conservatorship, JTWROS and POD/TOD pitfalls, the operations and benefits of a revocable living trust, and a stealth-titling strategy designed to deter opportunistic litigation.

26 Min ReadRead Paper →
19Tax Planning

Fundamentals of the Transfer Tax

A practitioner's walkthrough of federal gift and estate tax — the unified credit, the annual exclusion, charitable and marital deductions, A/B trust planning, portability, and state-level estate and inheritance tax.

24 Min ReadRead Paper →
20Asset Protection

Fundamentals of Asset Protection

A comprehensive study of personal and third-party asset protection — from professional service entities and family limited partnerships to offshore trusts and the Nevada Wealth Preservation Trust.

22 Min ReadRead Paper →

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