Case Studies

Concentrated Position Strategies

• Managing a Concentrated Equity Position
• Turning a Tax Bill into Lifetime Income
• Protective Collar Case Study
• Protective Put Case Study
• Covered Call Case Study

Options Strategies

• Long Term Equity Call Options Case Study
• Options Covered Combos Case Study
• Options Secured Put Case Study

Charitable Planning Strategies

• Charitable Lead Trust Case Study
• Donor Advised Funds Case Study
• Private Foundations Case Study

Estate Planning Strategies

• Incentive Trust Case Study
• Grantor Retained Annuity Trust Case Study
• Irrevocable Life Insurance Trust Case Study
• Self Canceling Installment Loans Case Study
• Qualified Personal Residence Trust Case Study