| Charitable Giving – Donor Advised Funds |
| 12/27/2007 |
|  |
| Charitable Remainder Trust |
| 12/27/2007 |
| |
| Community Foundations |
| 12/27/2007 |
| |
| Custodial Gifts to Minors |
| 12/27/2007 |
| |
| Defective Trusts |
| 12/27/2007 |
| |
| Disclaimer-based Estate Planning |
| 12/27/2007 |
| |
| Donor Advised Funds and Supporting Organizations |
| 12/27/2007 |
| |
| Dynasty Trusts |
| 12/27/2007 |
| |
| Estate Max Alternative (Sun Life) 090422 |
| 04/22/2009 |
| |
| Estate Planning for Non-Citizens |
| 12/27/2007 |
| |
| Estate Reduction By Giving |
| 05/01/2008 |
| |
| Estates Equalization (Sun Life) 090422 |
| 04/22/2009 |
| |
| Family Limited Partnerships |
| 12/27/2007 |
| |
| Family Trust Purchasing Life Insurance |
| 12/27/2007 |
| |
| Family Wealth IRA (Sun Life) 090422 |
| 04/22/2009 |
| |
| GRAT |
| 12/27/2007 |
| |
| Last Will & Testament |
| 12/27/2007 |
| |
| Leveraged Credit Shelter Trust (Sun Life) 090422 |
| 04/22/2009 |
| |
| Leveraging the Credit Shelter Trust w. Sun Protector VUL (Sun Life) 090422 |
| 04/22/2009 |
| |
| Municipal Bond Alternative (Sun Life) 090422 |
| 04/22/2009 |
| |
| NIMCRUTs and FLIPCRUTs (Sun Life) 090422 |
| 04/22/2009 |
| |
| Private Family Foundation |
| 12/27/2007 |
| |
| Qualified Personal Residence Trust |
| 12/27/2007 |
| |