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(solution) Assume all parties are U.S. citizens. Your clients, a married


Assume all parties are U.S. citizens.  Your clients, a married couple, come to you for estate-planning advice.  Each spouse has assets worth 3.5 million.  They have children, but both wish to provide for the other in preference to their children.  Neither spouse has made any taxable inter vivos gifts.  What do you advise them to do?  See IRC 2010, 2056, credit shelter trusts, martial trusts, types of wills.


Running head: ESTATE PLANNING 1 Estate Planning

 

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Institution Estate Planning ESTATE PLANNING 2 Based on the analysis of the IRS codes on estate, I would advise the couple take on...

 


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Sep 13, 2020

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