RM Legacy Group
Navigation
Schedule a Private Consultation→

◆   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.

↳
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.

9 Min ReadRead Paper →
02Trust Structures

Funding The eStatePlan™ Trust

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

7 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.

8 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.

10 Min ReadRead Paper →
05Tax Planning

The eStatePlan™ SuperCharged IRA

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

9 Min ReadRead Paper →
06Tax Planning

The eStatePlan™ Charitable Trust

A structured approach to charitable giving through split-interest trust planning and strategic wealth transfer.

8 Min ReadRead Paper →
07Trust Structures

The eStatePlan™ Settlement Primer

A practical overview of trust settlement administration and successor trustee responsibilities.

11 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.

6 Min ReadRead Paper →
09Asset Protection

Nevada Wealth Preservation Trust

An overview of spendthrift trust concepts, creditor protection structures, and Nevada trust advantages.

9 Min ReadRead Paper →
10Nevada Trust Law

Nevada Pro-Grantor Trust Law

How Nevada trust law supports advanced administrative flexibility and grantor-directed planning structures.

10 Min ReadRead Paper →
11Trust Structures

Comparing Directed / Delegated Trusts

Understanding the distinctions between delegated authority and directed trust administration.

8 Min ReadRead Paper →
12Tax Planning

Inherited IRA Trusts w/SECURE Act

Planning implications of the SECURE Act and trust-controlled inherited retirement account strategies.

11 Min ReadRead Paper →
13Estate Planning

The Universal Guardian Trust

Planning structures designed to provide continuity of care and guardianship protections for dependent children.

7 Min ReadRead Paper →
14Asset Protection

Medicaid Qualifying Trusts

Trust planning considerations for aging individuals seeking Medicaid qualification strategies.

9 Min ReadRead Paper →
15Estate Planning

Power of Attorney Over Assets

Understanding the role and limitations of financial powers of attorney in estate planning structures.

6 Min ReadRead Paper →
16Estate Planning

The Advanced Medical Directive

Health care directives, incapacity planning, and integrated estate planning coordination.

7 Min ReadRead Paper →
17Estate Planning

Conflicts of Interest for Practitioners

Why independent fiduciary guidance matters in sophisticated estate planning design.

8 Min ReadRead Paper →
18Estate Planning

Fundamentals of Estate Planning

A foundational overview of modern estate planning philosophy and long-term family stewardship.

10 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 →