J. Craig Sullivan, J.D.

The IDEAL Plan™ is a broad based yet selective benefit program that creates personal income tax deductions, eliminates virtually all income tax and capital gains tax on investment earnings received from — and realized upon the sale of — appreciated assets, and removes those assets from the taxable estate– without gift or GST tax. The IDEAL Plan™ creates tax-free client income and removes assets from the reach of potential creditors, while leaving the client (and family) in complete control of the assets for multiple generations. That control also affords the client the opportunity to provide income payments to any number of charities while creating a large philanthropic endowment – all without divesting the family of the plan’s economic value.