Lawyers With Purpose
The leading provider of practice management solutions to maximize opportunity and joy for Estate Planning attorneys
Lawyers With Purpose
The leading provider of practice management solutions to maximize opportunity and joy for Estate Planning attorneys
Whitepaper: Irrevocable Pure Grantor Trusts: The Estate Planning Landscape Has Changed
The Estate Planning Trust You’ve Never Heard Of But Can’t Afford to Ignore (iPug™)
“Irrevocable Pure Grantor Trusts: The Estate Planning Landscape Has Changed”
By David J. Zumpano, CPA, Esq.
As published in Syracuse Law Review
The Old Way of Estate Planning Is Broken.
Clients want protection, without giving up control.
Attorneys want clarity, without the complexity.
This paper delivers both.
Written by nationally recognized estate planning authority David J. Zumpano, this whitepaper introduces a new category of trust, the Irrevocable Pure Grantor Trust (iPug™), that leaves behind outdated tools like DAPTs and traditional irrevocable trusts.
Inside, You’ll Discover:
-
How to build true asset protection without triggering gift tax
-
Why iPug™ trusts offer the best of both worlds: control + protection
-
Real-world examples (including the Richards family case study)
-
The 3 types of Irrevocable Pure Grantor Trusts, and when to use each
-
Why 99% of Americans shouldn’t be using non-grantor trusts anymore
-
The critical distinctions that make iPug™ trusts legally bulletproof
Who Is This For?
Estate Planning Attorneys
CPAs & Financial Advisors
High-achieving families ready to lock down their legacy
Professionals who want to stay ahead of changing laws
Get Instant Access Now
This 25+ pages of legal firepower to help you:
🔹Protect what your clients built
🔹Preserve flexibility
🔹Avoid probate
🔹Secure long-term care options
🔹And plan with confidence: not guesswork
Download it now and change the way you practice estate planning.
About the Author
David J. Zumpano, CPA, Esq.
National speaker. Law firm founder. Creator of the iPug™ Trust and LWP STEPS™ drafting system. Dave has taught 400+ law firms across the U.S. how to protect client assets with smart, legally sound trust strategies.
Download the Whitepaper
That’s Redefining the Rules.
“Irrevocable Pure Grantor Trusts: The Estate Planning Landscape Has Changed”
By David J. Zumpano, CPA, Esq.
As published in Syracuse Law Review
