Lawyers With Purpose

JOIN LWP
Menu
Practice Success Podcast

Listen Now

JOIN LWP
Menu

Whitepaper: Irrevocable Pure Grantor Trusts: The Estate Planning Landscape Has Changed

The Estate Planning Trust Youā€™ve Never Heard Of But Canā€™t Afford to Ignore (iPugā„¢)

Protect Assets. Avoid Taxes. Stay in Control.
Download the Whitepaper Thatā€™s Redefining the Rules:

ā€œIrrevocable Pure Grantor Trusts: The Estate Planning Landscape Has Changedā€

By David J. Zumpano, CPA, Esq.
As published in Syracuse Law Review

Download Now

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this whitepaper introduces a new category of trust, the Irrevocable Pure Grantor Trust (iPugā„¢), that leaves behind outdated tools like DAPTs and traditional irrevocable trusts.

Inside, Youā€™ll Discover:

  • How to build true asset protection without triggering gift tax
  • Why iPugā„¢ 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 shouldnā€™t be using non-grantor trusts anymore
  • The critical distinctions that make iPugā„¢ 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:

šŸ”¹Protect what your clients built
šŸ”¹Preserve flexibility
šŸ”¹Avoid probate
šŸ”¹Secure long-term care options
šŸ”¹And plan with confidence: not guesswork

Download it now and change the way you practice estate planning.

Get the Whitepaper

About the Author

David J. Zumpano, CPA, Esq.
National speaker. Law firm founder. Creator of the iPugā„¢ Trust and LWP STEPSā„¢ 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
Thatā€™s Redefining the Rules.

ā€œIrrevocable Pure Grantor Trusts: The Estate Planning Landscape Has Changedā€

By David J. Zumpano, CPA, Esq.
As published in Syracuse Law Review

This field is for validation purposes and should be left unchanged.
Name(Required)
Shopping Basket