1
Q
ILIT
A
Irrevocable Life Insurance Trust
2
Q
IDGT
A
Intentionally Defective Grantor Trust
3
Q
GRAT
A
Grantor Retained Annuity Trust
4
Q
QPRT
A
Qualified Personal Residence Trust
5
Q
CRT
A
Charitable Remainder Trust
6
Q
FLP
A
Family Limited Partnership
7
Q
Succession: Six Critical Factors
A
Assets Taxes Protection Children Voting control Spouse's income
CEPA
flashcards
Decks in class (18)
# Cards
-
Section 3: Exit Planning Reinvented10
-
Section 4A: The need for exit planning24
-
Section 4B: Overview of the exit planning process15
-
Section 5: Financial planning for business owners0
-
Section 6: Advanced estate planning concepts7
-
Section 7: Integrating charitable intent with business exit planning6
-
Section 8: Introduction to value enhancement0
-
Section 9: Exit planning deliverables21
-
Section 10: Basics of business valuation14
-
Section 11: ESOPs as an exit strategy3
-
Section 12: Goals and objectives6
-
Section 13: Creating action plans7
-
Section 14: Delivering action plans6
-
Section 15: Exit options analysis11
-
Section 16: Understanding private equity9
-
Section 17: 3rd party sales and the M&A process4
-
Section 18: Family Transitions2
-
Chapter 19: Importance of teams6
