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Aiden Transferred $2 Million to an Irrevocable Trust with Income

Question 109

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Aiden transferred $2 million to an irrevocable trust with income to Valeria for her life and the remainder to Jocelyn (or her estate). Calculate the value of the remainder and the life estate if Valeria's age and the prevailing interest rate result in a Table S discount factor for the remainder of 0.47.

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The remainder value is $940,000 and the ...

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