Publications  

Nautilus Navigator Newletters
The Nautilus Group

Volume 1; Issue 1 -    Topics include: Benefits of Life Insurance in a Portfolio;
                                        Tax Relief Act of 2010 - Part I & II

Volume 1; Issue 2 -    Topics include: Importance of Proper Buy-Sell Planning; Planning with 
                                        Family Entities - Follow the Rules; Taxation - Estate & Gift: Don't Let 
                                        Uncertainty Breed Inaction!

Volume 1; Issue 3 -    Topics include: Planning for Non-Married and Non-Traditional
                                        Families; Portability: is Planning Still Necessary?; Asset Protection 
                                        Planning: Don't Wait; Series LLCs: Proposed Regulations Provide 
                                        Guidance

Volume 1; Issue 4  -   Another Win - Defined Value Formula Clauses; Congress, IRS Address
                                        Annuities; Fiduciary Obligations for ILIT Trustees; Planning for the
                                        Potential Costs of Living Long Lives

Volume 1; Issue 5  -  Spousal Access Trusts - Reciprocal Trust Doctrine; Annual Gift Exclusion   
                                        Allowed for Direct Premium Payment; Executive Bonus Arrangements;     
                                        Domestic Asset Protection Trust Available in

Estate Planning Magazine
April 2006 VOL 33 / NO 04

"Using a Crummey Trust and a Defective Trust as Part of an Estate Plan"

David A. Hjorth, CLU, ChFC
Jon J. Gallo, Attorney*

Estate Planning Magazine
October 2001 VOL 28 / NO 10

"Family Business Planning That Accomplishes the Owner's Goal (.pdf)" 

David A. Hjorth, CLU, ChFC
John P. Connelly, CLU, ChFC, MSFS*