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A tax basis, or joint irrevocable trust, might be suggested in which situation? With a very large estate where each spouse owns significant assets. With

A tax basis, or joint irrevocable trust, might be suggested in which situation?

With a very large estate where each spouse owns significant assets.

With a cheap client.

With a smaller estate where one spouse owns a majority of appreciated assets.

a.

III only

b.

I, and II, and III

c.

I only

d.

I and II

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