BMT INSIGHTS

THE IMPERIAL ARCHIVE

Qualified Domestic Trusts (QDOT): The “Non-Citizen Spouse” Estate Tax Firewall

Qualified Domestic Trusts (QDOT): The “Non-Citizen Spouse” Estate Tax Firewall 📂 ROOT: Tax Tips ❯…

Grantor Retained Annuity Trusts (GRAT): The “Heads I Win, Tails I Tie” Volatility Play

Grantor Retained Annuity Trusts (GRAT): The “Heads I Win, Tails I Tie” Volatility Play 📂…

Charitable Remainder Trusts (CRT): The “Tax-Exempt Sell & Compound” Engine

Charitable Remainder Trusts (CRT): The “Tax-Exempt Sell & Compound” Engine 📂 ROOT: Tax Tips ❯…

Self-Canceling Installment Notes (SCIN): The “Bet-to-Die” Valuation Arbitrage

Self-Canceling Installment Notes (SCIN): The “Bet-to-Die” Valuation Arbitrage 📂 ROOT: Tax Tips ❯ ⚖️ BRANCH:…

Family Limited Partnerships (FLP): The “30% Discount” Estate & Protection Vault

Family Limited Partnerships (FLP): The “30% Discount” Estate & Protection Vault 📂 ROOT: Investing ❯…

Delaware Statutory Trusts (DST): The “Swap ’til You Drop” Retirement Exit

Delaware Statutory Trusts (DST): The “Swap ’til You Drop” Retirement Exit 📂 ROOT: Retirement ❯…

Private Foundations (PF): The “Family Legacy” Engine vs. The Compliance Trap

Private Foundations (PF): The “Family Legacy” Engine vs. The Compliance Trap 📂 ROOT: Retirement ❯…

Private Trust Companies (PTC): The “Family Central Bank” Governance Standard

Private Trust Companies (PTC): The “Family Central Bank” Governance Standard ✍️ By Team BMT (Governance/Regulation)…

Private Placement Life Insurance (PPLI): The “Hedge Fund” Wrapper for Tax-Free Compounding

Private Placement Life Insurance (PPLI): The “Hedge Fund” Wrapper for Tax-Free Compounding ✍️ By Team…

Incomplete Non-Grantor Trusts (NING/DING): The “State Income Tax” Firewall

Incomplete Non-Grantor Trusts (NING/DING): The “State Income Tax” Firewall ✍️ By Team BMT (Tax/State Law)…

Preferred Partnership Freeze: The “Capital Shift” Protocol for Family Empires

Preferred Partnership Freeze: The “Capital Shift” Protocol for Family Empires ✍️ By Team BMT (Tax/Deal…

Qualified Small Business Stock (QSBS): The “$10 Million+” Tax-Free Exit Protocol

Qualified Small Business Stock (QSBS): The “$10 Million+” Tax-Free Exit Protocol ✍️ By Team BMT…