Patrick D. Newton's Case Record (1 case)

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Estate Planning
Practice Area:
Estate Planning
Other (Patrick's party):
Anonymous
Outcome:
Zeroed-Out Estate Tax Plan
Description:
Combined a joint ILIT with a TCLAT to provide $9 to $12 million to the family, $2 to $5 million to charity, and ZERO ESTATE TAXES, all while...
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