Advanced Estate Planning


There are several advanced estate planning techniques that can be utilized to solve specific problems or meet specific goals for an estate. Typically, these techniques are used for high net worth clients and business owners, but no exclusively so. Advanced estate planning techniques include:

  • Family Limited Partnerships
  • Intentionally Defective Grantor Trusts
  • Standalone Generation Skipping Trusts
  • Dynasty Trusts
  • Charitable Lead Trusts / Charitable Remainder Trusts
  • Installment Sales to Defective Trusts
  • Private Family Foundations
  • Spousal Lifetime Access Trusts
  • Medicaid Asset Protection Trusts
  • Domestic Asset Protection Trusts
  • Qualified Personal Residence Trusts 

JCloud Law‚ P.C. Is Here for You

At JCloud Law‚ P.C., we focus on estate planning and asset protection. We are here to listen to you and help you accomplish your estate planning goals in the most efficient manner possible.

Contact Us Today

We are committed to answering your questions about estate planning and asset protection issues in Arizona and California. We offer free consultations and we'll gladly discuss your case with you at your convenience. Contact us today to schedule an appointment.