MATCHING:
-An estate planning device whereby a portion of a deceased spouse's estate passes to a trust instead of directly to the surviving spouse
A) marital deduction
B) charitable remainder
C) gift splitting
D) present interest
E) legal life estate
F) stepped-up basis
G) general power of appointment
H) term life insurance
I) disclaimer
J) bypass trust
Correct Answer:
Verified
Q14: MATCHING:
-The least expensive form of life insurance,
Q15: A charitable remainder annuity trust allows for
Q16: Only attorneys are qualified to give estate-planning
Q17: If a same-sex couple has a legally
Q18: MATCHING:
-The right of a beneficiary or heir
Q20: When it is designed appropriately, an estate
Q21: Which of the following is NOT a
Q22: A QTIP trust must:
A)Be in the form
Q23: To qualify for the charitable deduction, a
Q24: Which is NOT a major type of
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