Wills, Trusts & Estates Prof Blog

Editor: Gerry W. Beyer
Texas Tech Univ. School of Law

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Friday, December 2, 2011

Periodic Table of Estate Planning Elements

Wealth Planning Professionals recently published the Periodic Table of Estate Planning Elements on its website. The table and a brief description of the table are below:

Periodic Table of Estate Planning Elements
 InKnownVision, LLC

Charitable Remainder Uni-Trust

Charitable Remainder Annuity Trust


Rent to Own

Grantor Retained Annuity Trust


Offshore Captive Planning


Gift Annuity

Frozen TCLAT

Life Settlements

Sale for Installment Note

Family LP and LLC


Charitable Life Estate


Long Term Care Insurance

Pet Trusts


Asset Protection

Leveraged Roth Conversion

Private Foundations


Art and Collectibles Planning

Family Bank

Annuity Withdrawal

Intra Family Loans

ESOP Planning

Family Charity Plan


Revocable Living Trusts, DPAs

Crummey Powers

Dynasty Trust

Corporate Recapitalization


Supporting Organizations


Preferred LPs

Jurisdictional Trusts

Premium Finance


IRA Maximizer

Bargain Sales

Donor Advised Funds

Life Insurance

Succession Planning

Buy-Sell Agreements


Qualified Plan Limited Partnership

 Charitable Planning Tools                           Personal Planning Tools            Qualified Planning Tools


The Periodic Table of Estate Planning Elements™ can be used in a number of different ways. With a prospect or client We use the periodic table in initial client meetings in order to help clients understand that there are a number of different techniques, tools and strategies that could be used to help them accomplish their goals. This is always somewhat of an education for clients who are only used to being exposed to revocable living trusts and irrevocable life insurance trusts. In many cases clients have told us that they did not realize that there were other opportunities available to them.

Special thanks to Jim Hillhouse (WealthCounsel) for bringing this to my attention.


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Thanks for sharing our periodic table of estate planning elements. The most current table is in a pdf format on our InKnowVision site under tools. You may print a copy here:


Posted by: Kim Hamilton | Jan 13, 2012 8:28:50 AM

Very cool table. Thanks for the link Kim!

Posted by: Steven J Fromm, Esquire, LLM | Sep 1, 2012 10:22:30 AM

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