Estate Planning

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  Estate Planning

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Anonymous
Patrick D. Newton
Patrick D. Newton
Avvo Rating: 10.0 (Superb)

Zeroed-Out Estate Tax Plan

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 maintaining ample resources for the couple during their lifetimes.


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