Exit Strategies of the Rich and Famous Estate conservation is too important to put off. Do you have a smart exit strategy? Share | Related Content When Special Care Is Needed: The Special Needs Trust A special needs trust helps care for a special needs child when you’re gone. Understanding the Alternate Valuation Date Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date." Principles of Preserving Wealth How federal estate taxes work, plus estate management documents and tactics.