In terms of future estate tax (and death tax) savings, there are numerous advantages to making lifetime transfers. In this connection, comment on each of the following.
a. Avoiding the tax on future appreciation.
b. Preparing for the special use valuation method § 2032A.
c. The annual exclusions utilized as to gifts.
d. Payment of expenses prior to death.

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The Answer of In terms of future estate tax (and death tax) savings, there are numerous advantages to making lifetime transfers. In this connection, comment on each of the following.
a. Avoiding the tax on future appreciation.
b. Preparing for the special use valuation method § 2032A.
c. The annual exclusions utilized as to gifts.
d. Payment of expenses prior to death.

In Terms of Future Estate Tax (And Death Tax) Savings