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The Initial Meeting
The Basic Substantive Structure of the Will
The Tax Structure
3 other sections not shown
APPENDIX Article beneficiary client credit against federal date of distribution death taxes decedent decedent's deduction and passes deduction for federal devise and bequeath disposition ERTA estate plan estate tax marital estate tax proceeding Estate Type Trust exclusively with cash executors exemption equivalent extent possible federal estate tax federal income tax Formula Estate Type Formula Marital Trust Formula Outright Marital Fractional Formula fractional share fund gift tax marital Hamline University income tax purposes inheritance tax intestacy intestate succession invest and reinvest Jane Doe Joint tenancy lawyer Lord Neaves lump sum marital deduction allowed Marital Trust Share maximum marital deduction maximum tax nonmarital trust Outright Marital Share pecuniary bequest Pecuniary Formula power of appointment principal property which qualified property with respect QTIP trust real property residuary estate satisfied solely sole discretion solely with property Spouse survives surviving spouse tangible personal property tax marital deduction tax proceeding relating testator's unified credit wife